It is the news of the day. And, perhaps, of the week. The model of artificial intelligence (AI) Open Source Deepseek R1 is causing an earthquake in American technology. And is doing it Due to its open nature. However, your business model is not the only thing that It represents a threat For AI and US semiconductor companies. The most surprising thing is that the infrastructure that Deepseek is relatively modest.
To understand with some precision what we are talking about we are interested H100 of Nvidia. The company led by Jensen Huang He is already delivering The first units of his successor, the platform B200as expected, on paper is even more powerful. However, sanctions approved by the US government prevent Nvidia from selling to Your Chinese clients are GPU. Here largely resides the Deepseek rupturist capacity
Deepseek’s efficiency and his open nature are convulsing Silicon Valley
Chinese companies that are dedicated to developing and training AI models have not been another option to exacerbate ingenuity. We know that many of them continue to buy the most advanced GPUs in NVIDIA through intermediaries and in parallel markets, but possibly they are not doing so in the amounts they need. If we stick to Deepseek according to Financial Times The infrastructure used to train this agglutin model 2,048 chips H800 of Nvidia. And training with 671,000 million parameters has cost 5.6 million dollars.
These figures are very restrained. In fact, if they really are reliable, and they seem to be, they would put an unappealable fact on the table: Depseek engineers would have managed to point An extremely competitive AI model with very lower costs than those needed by Openai and Google to develop a model of comparable AI. The H800 GPU is largely responsible for this circumstance. And it is because it was Nvidia’s response to the prohibitions of the administration led by Joe Biden.
Nvidia engineers chose to cut the benefits of the H100 GPU with the purpose that the Commerce Department would allow them to sell it in China
When the US government prohibited Jensen Huang’s company from giving its Chinese clients its most powerful GPU at that time, the H100 chip, Nvidia engineers chose to cut their benefits with the purpose that the Department of Commerce allowed them to sell it In China. The result was precisely the H800 GPU, which is nothing other than a simplified review, and, therefore, less powerful of the H100 chip.
Everything was complicated again on November 16, 2023. And that day the US government approved New sanctions to China that, among other prohibitions, they prevented Nvidia The H800 GPU. Presumably at that time Depseek engineers already had in their hands the H800 chips they needed, although Some analysts defend that, in reality, its infrastructure brings together 50,000 GPU H100 bought through intermediaries.
If so, it is evident that the tension held by the US and China would prevent Depseek from recognizing that thousands of illegal chips have in its possession. Whatever the truth is that NVIDIA QuotationMicrosoft, ASML and other large technology companies are falling in a very pronounced way. In fact, the company led by Jensen Huang has lost 400,000 million in market value Given the possibility that Deepseek demonstrates that to put a vanguard IA model, it is not necessary to resort to the most powerful GPUs of NVIDIA or other companies. If this has really been trained only with 2,048 chips H800 OpenAi, Google and other companies will crack. And this industry will give optimization and efficiency the importance they have. We will see what happens finally.
Image | Nvidia
More information | Financial Times
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