Comment by brookst
2 days ago
Appeals to authority are so totally unconvincing.
What claims from the semianalysis article do you think are false? And based on what evidence?
2 days ago
Appeals to authority are so totally unconvincing.
What claims from the semianalysis article do you think are false? And based on what evidence?
Parent Highflyer hedgefund only been around for a few years with 8B AUM, aka their single digit % management fees since founding is in low 100s millions total (for all operating expenses), hence fiscally cannot acquire 1B+ of just hardware capex. Deepseek having access to that much hardware doesn't pass basic smell test, and semi analysis has been dodging call outs on socials for this basic math illiteracy.
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Semianalysis is a trusted and reputable source that has deep knowledge of the semiconductor industry and supply chains. So yes, they know.
> love your joke!
> Get a real life please.
> Too bad that you didn't learn this back in school.
Read the site guidelines, as you’re repeatedly resorting to personal attacks in your comments on discussions around DeepSeek or China.
https://news.ycombinator.com/newsguidelines.html
SemiAnalysis has made up many things.
They claim that a small Chinese hedge fund could acquire $1bln in GPUs, with no state support, including many sanctioned chips, then trained a model optimized for a far smaller server compute size, and that they have a source at this very small fund who is willing to admit to export violations. A 40bln param active model is exactly the size you would expect from a server of the size they claim.
What’s more likely - that semianalysis made it up like they have a bunch of other things, or that all the above is true?
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