Number of H100 chips bought in 2024:
- $MSFT: 450,000
- $META: 350,000
- $AMZN: 196,000
- $GOOG: 169,000
If you believe they couldn’t find the way to make better AI without more chips but a few Chinese engineers did it as a side project, you are too naive.
Deepseek was reportedly trained on over 200,000 H100s.
Even if Deepseek achieved to match OpenAI with less chips, this isn’t any bearish for chip makers, to the contrary, it is amazingly bullish.
If Deepseek really reached this level with just a few thousand chips, can you imagine what could be done with a million chips?
Deepseek news, true or false, are amazingly bullish for chip makers, especially for $NVDA.
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- hmanxx·01-27buy the dipLikeReport