딥시크 개발비 100배 증거 공개?/ 충격, O3-mini가 딥시크보다 더 싸다...GPU더 팔린다고?

Updated: February 25, 2025

월텍남 - 월스트리트 테크남


Summary

The video discusses the paradox of increased GPU demand despite efficiency improvements, seen in the post-DeepSea surge in prices. This unexpected rise is driven by the popularity of artificial intelligence, leading to economic and political factors affecting GPU availability. DeepSea R1 showcases significant AI advancements, offering improved speed and performance, indicating a shift towards more cost-effective and efficient AI solutions within an evolving technological landscape.


GPU Demand After DeepSea

Despite the expectation of increased demand for GPUs after DeepSea, the actual paradox is that as supply becomes more efficient, demand increases. This is evident in the price surge of GPUs post DeepSea release.

Supply and Demand Dynamics

The demand for graphic cards is unexpectedly rising even as some predicted a decrease in demand. The increase in demand is fueled by the growing popularity of artificial intelligence.

Impact of Sanctions on GPU Choices

Sanctions imposed on GPU choices, such as the downgrade from H2 to H, reflect economic and political factors affecting the availability and export of GPUs.

Cost Analysis for GPU Operations

The total cost of graphics cards multiplied by the number of servers amounts to a significant price, with operational costs reaching billions of dollars. However, there are discrepancies in cost calculations highlighting the complexity of GPU investment and usage.

Performance and Efficiency of DeepSea R1

DeepSea R1 offers improved speed and performance compared to its predecessors, showcasing significant advancements in AI capabilities. Benchmarks indicate high scores and efficiency even in complex scientific and engineering tasks.

Future of AI Development

The continuous advancement of AI technologies, such as DeepSea, signifies a shift towards more efficient and cost-effective solutions. The evolving landscape of AI development is driven by the need for enhanced computing power and improved consumer products.


FAQ

Q: What is the paradox mentioned in the file?

A: The paradox mentioned is that despite the expectation of increased demand for GPUs after DeepSea, as supply becomes more efficient, demand actually increases.

Q: What is fueling the increase in demand for graphic cards according to the file?

A: The increase in demand for graphic cards is fueled by the growing popularity of artificial intelligence.

Q: How are economic and political factors affecting GPU availability mentioned in the file?

A: Sanctions imposed on GPU choices, such as the downgrade from H2 to H, reflect economic and political factors affecting the availability and export of GPUs.

Q: What advancements are mentioned in DeepSea R1 compared to its predecessors?

A: DeepSea R1 offers improved speed and performance compared to its predecessors, showcasing significant advancements in AI capabilities.

Q: What is driving the evolving landscape of AI development based on the file?

A: The evolving landscape of AI development is driven by the need for enhanced computing power and improved consumer products.

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