> We believe DeepSeek has access to around 10,000 of these H800s and about 10,000 H100s. Furthermore they have orders for many more H20’s, with Nvidia having produced over 1 million of the China specific GPU in the last 9 months.
that report is lazy. they assume all GPUs owned (openly reported) by the parent company (a hedge fund which claims to use those GPUs to generate trades) were used by the invested company.
that's as dumb as saying coca cola have acccess to all offices of Berkshire Hathaway.
likewise, all comments praising deepseek history are also misleading as the company barely exists for a year.
everything is opaque marketing being repeated. just drop the off topic bla bla bla and focus on the facts and code in front of you.
Hey, could you please make your points without resorting to the flamewar style? You've done that repeatedly in this thread, as well as in other threads recently (e.g. https://news.ycombinator.com/newsguidelines.html and taking the intended spirit of the site more to heart, we'd be grateful. The basic idea is to make your substantive points thoughtfully, regardless of how wrong anyone else is or you feel they are.
From https://semianalysis.com/2025/01/31/deepseek-debates/
> We believe DeepSeek has access to around 10,000 of these H800s and about 10,000 H100s. Furthermore they have orders for many more H20’s, with Nvidia having produced over 1 million of the China specific GPU in the last 9 months.
The paper in the repo says: “ For DL training, we deployed the Fire-Flyer 2 with 10,000 PCIe A100 GPUs“
that report is lazy. they assume all GPUs owned (openly reported) by the parent company (a hedge fund which claims to use those GPUs to generate trades) were used by the invested company.
that's as dumb as saying coca cola have acccess to all offices of Berkshire Hathaway.
likewise, all comments praising deepseek history are also misleading as the company barely exists for a year.
everything is opaque marketing being repeated. just drop the off topic bla bla bla and focus on the facts and code in front of you.
thanks for coming to my ted talk.
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Hey, could you please make your points without resorting to the flamewar style? You've done that repeatedly in this thread, as well as in other threads recently (e.g. https://news.ycombinator.com/newsguidelines.html and taking the intended spirit of the site more to heart, we'd be grateful. The basic idea is to make your substantive points thoughtfully, regardless of how wrong anyone else is or you feel they are.
Didn't the deepseek paper itself state they trained on 2048 H200s?
Claiming they have access to 5x this amount is not such a bold claim?
Appeals to authority are so totally unconvincing.
What claims from the semianalysis article do you think are false? And based on what evidence?
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