Chinese AI "DeepSeek" is crashing the US stock market today (Monday), but whose AI is actually better? (Poll)

[kyzr]

Is Open-Source AI really that important? Or is Nvidia's advanced "Blackwell" chip design and huge US data centers still the strategic goal?

All About DeepSeek — The Chinese AI Startup Challenging US Big Tech

DeepSeek's innovative techniques, cost-efficient solutions and optimization strategies have forced established players to re-evaluate their approaches.

www.forbes.com

All About DeepSeek - The Chinese AI Startup Challenging The US Big Tech​

Nvidia reveals Blackwell B200 GPU, the “world’s most powerful chip” for AI

Twenty petaflops of AI performance, says Nvidia.

www.theverge.com

Nvidia reveals Blackwell B200 GPU, the ‘world’s most powerful chip’ for AI​

With the NASDAQ headed down 900+ points today because of a Chinese startup's open source AI rollout of "DeepSeek" and talking heads now saying that China's AI program compares to the US, and the AI race is now even.......without Nvidia's most powerful Blackwell chip?
I think not.

 

[luiza]

Chinese win by some distance .
"B" spells it out . See first part of article below and the link is shown .

Could knock the market back significantly
because " B "ertrand 's repution is sky high .

How The Chinese Beat Trump And OpenAI​

The hype around Artificial Intelligence, the now failed U.S. attempt to monopolize it, and the recent counter from China are a lesson in how to innovate. They also show that the U.S. is losing the capability to do so.

In mid 2023, when the Artificial Intelligence hype gained headlines, I wrote:

'Artificial Intelligence' Is (Mostly) Glorified Pattern Recognition


But the hype continued. One big AI model, ChatGPT, was provided by a non-profit organization, OpenAI. But its CEO, Sam Altman, soon smelled the big amount of dollars he potentially could make. A year after defending the the non-profit structure of OpenAI Altman effectively raided the board and took the organization private:

Cont. reading: How The Chinese Beat Trump And OpenAI

 

[kyzr]

Chinese win by some distance .
"B" spells it out . See first part of article below and the link is shown .

How The Chinese Beat Trump And OpenAI​

The hype around Artificial Intelligence, the now failed U.S. attempt to monopolize it, and the recent counter from China are a lesson in how to innovate. They also show that the U.S. is losing the capability to do so.

In mid 2023, when the Artificial Intelligence hype gained headlines, I wrote:

'Artificial Intelligence' Is (Mostly) Glorified Pattern Recognition

But the hype continued. One big AI model, ChatGPT, was provided by a non-profit organization, OpenAI. But its CEO, Sam Altman, soon smelled the big amount of dollars he potentially could make. A year after defending the the non-profit structure of OpenAI Altman effectively raided the board and took the organization private:

Is Open AI the end-game or are the big data centers using Nvidia's Blackwell or even more advanced chips the final answer?

Running DeepSeek on inferior chips can't compare to the more powerful US data centers. DeepSeek's program compares to CHATgpt, but those open source programs are very basic. They don't do "regenerative AI" to self-improve code for example.
I still think the US has a significant lead, but time will tell.

 

[luiza]

I am far from an expert myself in this area .
But Bertrand's record for research , reliability and accuracy is not bettered by anybody I have ever come across .
In this area I revert to being a Sheeple and would blindly follow him into battle .

 

[The Duke]

Is Open-Source AI really that important? Or is Nvidia's advanced "Blackwell" chip design and huge US data centers still the strategic goal?

All About DeepSeek — The Chinese AI Startup Challenging US Big Tech

DeepSeek's innovative techniques, cost-efficient solutions and optimization strategies have forced established players to re-evaluate their approaches.

www.forbes.com

All About DeepSeek - The Chinese AI Startup Challenging The US Big Tech​

Nvidia reveals Blackwell B200 GPU, the “world’s most powerful chip” for AI

Twenty petaflops of AI performance, says Nvidia.

www.theverge.com

Nvidia reveals Blackwell B200 GPU, the ‘world’s most powerful chip’ for AI​

With the NASDAQ headed down 900+ points today because of a Chinese startup's open source AI rollout of "DeepSeek" and talking heads now saying that China's AI program compares to the US, and the AI race is now even.......without Nvidia's most powerful Blackwell chip?
I think not.

AMD chips are usually better than NVIDIA, and they're about due for a win.

 

[Lisa558]

Will it be a good time at the end of the day to pick up some tech stock? NVDA Is down 11%, as an example.

IME, over 30 years of investing experience, is that stocks are oversold immediately after an event and bounce back.

 

[The Duke]

Will it be a good time at the end of the day to pick up some tech stock? NVDA Is down 11%, as an example.

IME, over 30 years of investing experience, is that stocks are oversold immediately after an event and bounce back.

Nvidia's up stupid high anyway.

 

[Lisa558]

Nvidia's up stupid high anyway.

I bought it several months ago when it dropped to around 105 and sold it two months later when it ran to 135.

Pre-market has it at 121 now. If it drops more to 115 or so, I’m back in.

 

[luiza]

Will it be a good time at the end of the day to pick up some tech stock? NVDA Is down 11%, as an example.

IME, over 30 years of investing experience, is that stocks are oversold immediately after an event and bounce back.

Read the link--- Post 2 .
A great stock to Short if you are cracked enough to be buying anything now .
imho

 

[Andrew_Jackson_FTW]

Is Open-Source AI really that important? Or is Nvidia's advanced "Blackwell" chip design and huge US data centers still the strategic goal?

All About DeepSeek — The Chinese AI Startup Challenging US Big Tech

DeepSeek's innovative techniques, cost-efficient solutions and optimization strategies have forced established players to re-evaluate their approaches.

www.forbes.com

All About DeepSeek - The Chinese AI Startup Challenging The US Big Tech​

Nvidia reveals Blackwell B200 GPU, the “world’s most powerful chip” for AI

Twenty petaflops of AI performance, says Nvidia.

www.theverge.com

Nvidia reveals Blackwell B200 GPU, the ‘world’s most powerful chip’ for AI​

With the NASDAQ headed down 900+ points today because of a Chinese startup's open source AI rollout of "DeepSeek" and talking heads now saying that China's AI program compares to the US, and the AI race is now even.......without Nvidia's most powerful Blackwell chip?
I think not.

Well, here’s a thing let’s see what happens two months from now. The Sp 500 took a hit …. But it’s had worse days and it has rebounded a little from its low point today.

The S&P is still up over 2% on the year. So if that number gets to about -20% then I suppose we’re dealing with a crash yes?

 

[kyzr]

Well, here’s a thing let’s see what happens two months from now. The S&P 500 took a hit …. But it’s had worse days and it has rebounded a little from its low point today.

The S&P is still up over 2% on the year. So if that number gets to about -20% then I suppose we’re dealing with a crash yes?

2025 will be choppy. It looks like there will be phony "pump & dump" stories like "DeepSeek". throughout the year.

There is no way a "CHATgpt" program can solve serious problems like the high-end AI programs can do.

One test I can think of is to have DeepSeek play chess against AlphaZero, the current chess champ.

DeepSeek might mimic CHATgpt, but its not a serious computational device. It just doesn't have the computing power.