Rumors of the mid-cycle Blackwell refresh: GB300, Not Just An Incremental Upgrade
Rumor: A U.S. securities firm has adjusted [lowered] the shipment forecasts for GB200 and GB300.
Market disaster averted!
When will the DeepSeek API be back?
This might be the biggest bear trap of the decade!!
Are we fucked ?
Huge news: Open Ai confirms developing own semiconductors
Huge news: Open Ai is developing hardware which will be more disruptive than the Iphone
I'm here to shill Dylan Patel again, easy to understand, valuable content [DeepSeek, Regulations, Nvidia Competitors, Blackwell, etc]
Open AI Deep Research new BenchMarks
Dual 4070's for DeepSeek?
OpenAI employee - "Using Deep Research over the past few weeks has been my own personal AGI moment. It takes 10 mins to generate accurate and thorough competitive and market research (with sources) that previously used to take me at least 3 hours."
Fox News admitting Deepseek is a fraud and a national security risk
GPU pricing is spiking as people rush to self-host deepseek
DeepSeek's hardware spend could be as high as $500 million
o3-mini-high scores 22.8% on SimpleBench, placing it at the 12th spot
✅ Daily Chat Thread and Discussion ✅
DeepSeek is a copy of ChatGPT. Check this out:
Who here is holding NVDA?
Letter-dropping physics comparison: o3-mini vs. deepseek-r1 vs. claude-3.5 in one-shot - which is the best?
Making a LLM for my husband
Is Claude even relevant with its absurd prices after Deepseek dropped?
Is solving AI memory more important than building better models?
Inference performance on Huawei 910C achieves 60% of the H100's performance (?)
Chamath accepts he has a vested interest in NVDA competitors and is a NVDA bear
