3Wk·

On today's occasion.

I wanted to share a comment with you that gave me food for thought:

"If the release of a single open source AI model is enough to crash the value of these companies, what does that say about the value they were offering?"

$NVDA (-3.63%)
$AVGO (-3.16%)
$MU (-4%)

5 Comments

Korrekturensohn@Korrekturensohn

3Wk

Yes, systems are fragile, especially when a person is involved. But you can see that everywhere and in all areas. I don't believe in this story of a 6 million super AI. But if I am right, it only proves how fragile markets are because they react to mere, unsubstantiated claims from sources with dubious credibility (China). If there is any objective evidence that this Chinese company really only spent 6 million and old chips, please correct me.

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Dennisje@Dennisje

3Wk

@Korrekturensohn According to Wang, CEO of Scale AI, the Deepseek laboratory probably has around 50,000 H100 chips. If you calculate €30,000 per chip, you get well over 5 million for the super AI. I hope you're right :D https://wccftech.com/chinese-ai-lab-deepseek-has-50000-nvidia-h100-ai-gpus-says-ai-ceo/

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MyChaOS@MyChaOS

3Wk

@Korrekturensohn No, the receipts don't exist... They have a lot of H100s, they just don't say so... Because they shouldn't have any ... Calculating a model like this always requires computing power, you can't pull that out of it... No matter how intelligently the model is designed. At some point you have to calculate it and that requires computing power and electricity....

Completely exaggerated panic reaction... It happens when someone announces a 500 billion investment and then someone else claims to have only needed 6 million...

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CD@Carpe-Diem

3Wk

Such stupidity happens when people who have no idea how AI is built buy techno stocks. they don't understand that AI is not just a device but many things are under the value of $NVDA.

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asset_sage_1567@asset_sage_1567

3Wk

I find the commentary weak, it is presented as if the share price only falls when a company makes mistakes or is bad, but that is not the case

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