The tech industry has had an insatiable appetite for Nvidia’s chips over the last two years. But the feast may be over sooner than many had expected.
DeepSeek topped the Apple App Store chart and sparked fears the Chinese company was quickly catching up with OpenAI's ChatGPT while costing far less.
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US stock history.
Funcionarios de la administración Trump estudian imponer restricciones adicionales a la venta de chips por parte de Nvidia Corp. a China, según personas familiarizadas con el asunto. Las conversaciones se encuentran en una fase muy temprana.
DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model for a fraction of the cost.
DeepSeek’s AI models reportedly rival OpenAI’s for a fraction of the cost and compute.
When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market for graphics processing units (GPUs), so it was the right company at the right time to deliver monster returns to investors.
So, let's consider a few facts for a moment. Reuters reports that DeepSeek's development entailed 2,000 of Nvidia's H800 GPUs and a training budget of just $6 million, while CNBC claims that R1 "outperforms" the best LLMs from the likes of OpenAI and others.
Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.
Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence boom, has been dealt a tough reality check by a small Chinese company that showed it could do more