[Last Week], news of DeepSeek GPT swept through the media. The market reacted, and many hardware companies (e.g., Nvidia, ASML, Broadcom, Marvell) saw a drop in their market value. Presumably, the demand for truckloads of GPUs will be reduced because DeepSeek has delivered a foundation model that rivals the “big kids” at 1/50 the cost. This analysis missed the point, except for old hands like Pat Gelsinger.
The post DeepSeek Week: What (Almost) Everyone Missed appeared first on HPCwire.
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