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?
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?
They had their A100s back in 2021 to early 2022, well before any GPU sanction kicked in.
For a few months H800 wasn't sanctioned and that's when they bought them.
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