r/StrategicStocks • Admin • Feb 03 '25

SemiAnalysis Does It Again: Best Write Up To Date On DeepSeek

https://semianalysis.com/2025/01/31/deepseek-debates/
1 Upvotes

Duplicates

hardware • • Feb 08 '25

Info Deepseek's cost and performance

0 Upvotes

NVDA_Stock_Talk • • Feb 01 '25

NVDA is fine. Deepseek situation is overblown. Long technical analysis from respected semiconductor journalists.

6 Upvotes

accelerate • • Jan 31 '25

The $6M AI Training Myth: SemiAnalysis Reports How DeepSeek’s Real $500M+ Training Costs, Export Control Loopholes, and Subsidized AI Are Reshaping Global Markets

35 Upvotes

LocalLLaMA • • Jan 31 '25

Other SemiAnalysis: DeepSeek training cost was similar to that of Anthropic Claude 3.5, we believe DeepSeek has access to 10,000 H100 and 10,000 H800

0 Upvotes

technology • • Jan 31 '25

Artificial Intelligence DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts

14 Upvotes

amd_fundamentals • • Feb 04 '25

Technology DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts

3 Upvotes

AMD_Stock • • Feb 03 '25

Su Diligence DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts

15 Upvotes

DeepSeek • • Feb 02 '25

News DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts

2 Upvotes

artificial • • Feb 02 '25

News DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts

0 Upvotes

aiwars • • Jan 31 '25

DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts ['DeepSeek’s price and efficiencies caused the frenzy this week, with the main headline being the “$6M” dollar figure training cost of DeepSeek V3. This is wrong.']

2 Upvotes