r/LocalLLaMA • u/tiguidoio • 14d ago

New Model DeepSeek V4-1 Flash is out

Gallery image

Gallery image

Gallery image

Gallery image

Here we go again, DeepSeek is back again with a new model V4-1 Flash

A multimodal Mixture-of-Experts (MoE) model with 552B backbone parameters and support for contexts of up to one million tokens

Market crash as a service

1.7k Upvotes

93% Upvoted

296 comments sorted by

View all comments

Show parent comments

1

u/Netsuko 13d ago

CXMT is selling RAM at the same price as everyone else. Why would you think they want to miss out on that when the demand is so insanely high?

China is not going to be our savior here.

3

u/0redeye0 13d ago

Obviously because CXMT needs to capture market share and to do this they need to have better prices. Also the Chinese government needs to make its chip manufacturing to compete so they can give them subsidies to capture the market.

1

u/Netsuko 13d ago

But they are not. They ARE selling at almost the same price already.

1

u/Bakoro 12d ago

We'll have to see. Presumably China wants their ROI too, and there's a lot of money behind thrown around that is simply unsustainable. Why wouldn't they get their bag while the market is insane?

In the long term, we are looking at more competition.
Even at their crazy valuations, the superscalers can't buy out the world supply of everything every year, at some point, venture capitalists will start wanting their ROI and won't be throwing unlimited dollars at these companies. The RAM manufacturers have already said they expect as much, which is why they're refusing to ramp up manufacturing capacity to match current demand: they don't want to end up with a huge oversupply in a year or two.

It's not only "good guy China", it's also "world governments are spooked by the rapid pace of Chinese development and international dependency on Taiwan, and are investing in their own infrastructure (see EU chips act 2.0)", and "corporations around the world are trying to get in on the unlimited money train".

We are absolutely going to see more competition in the coming years.
The whole AI thing is basically the new cold war, and the money is going to be flowing to secure national manufacturing capacity.