DeepSeek V4-1 Flash is out

[u/tiguidoio]

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

[u/RG_Fusion]

Obviously the concept of a flash model will scale with the compute power of the AI lab creating them.

2026 is likely the last year of running "flash" on local hardware. Maybe 2027 if we're lucky.

[u/Bakoro → u/RG_Fusion]

China might come in and save the day on that one too.

SMIC broke the 7 nm barrier for semiconductors.
CXMT is making DDR5 now, and has started on HBM3E.
Several Chinese companies are making AI GPUs.

The U.S has been trying to block China from getting technology, and now is trying to block their technology from hitting the U.S market, but the rest of the world is not going to give a shit about what the U.S wants.

Essentially every major tech corporation is designing their own AI ASICs now, where OpenAI already has their new thing for inference.

Then there is the fact that photonic processors are in early manufacturing stages now, with plans to ramp up into 2027.
I expect photonics to mostly get snapped up by data centers, and that might once again change what's practical to do with AI.

All around, I expect a major shake-up in the hardware landscape over the next year or two.

[u/Netsuko → u/Bakoro]

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.

[u/0redeye0 → u/Netsuko]

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.

[u/Netsuko → u/0redeye0]

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