Comment on Why did Nvidia stock drop with R1 hype?
slazer2au@lemmy.world 17 hours ago
In a gold rush, be the guy selling shovels not looking for gold.
OpenAI: we made a LLM look how good it is.
Investors: wow, here is money for more, how did you do it?
NVIDIA: we sold them the hardware to do it. Our hardware is the best, expensive to buy, and had large markups.
Investors: awww yea, time to make money, buy buy buy.
Chinese AI: we made an AI without NVIDIA hardware*.
NVIDIA/investors: wait what?
Investors: sell sell sell
Blackmist@feddit.uk 17 hours ago
They used Nvidia hardware though. Just less of it.
Revonult@lemmy.world 8 hours ago
DeepSeek showed you can do the same work with less cards so Nvidia is going to sell less cards.
JiveTurkey@lemmy.world 10 hours ago
They didn’t use cuda though and there are reports of AMD chips doing very well on R1.
Danitos@reddthat.com 10 hours ago
I think they are also using Huawei chips for inference. Article
Blackmist@feddit.uk 8 hours ago
Yeah, they used what seems like the GPU equivalent of assembly language, which if anything leaves them even more tied to Nvidia.
JiveTurkey@lemmy.world 7 hours ago
PTX can be used on AMD GPUs through the Scale toolkit, which allows CUDA programs to run natively on AMD graphics processors. Scale is a CUDA compiler that uses open-source LLVM components to compile CUDA sources for AMD GPUs.