NVDA stock is deepseeking today.
AI HARDWARE
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Deep Learning’s Legendary Appetite for Compute Resources
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I don't have too too much to add on top of this earlier post on V3 and I think it applies to R1 too (which is the more recent, thinking equivalent). I will say that Deep Learning has a legendary ravenous appetite for compute, like no other algorithm that has ever been developed
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Nvidia Stock Decline: Market Trends Analysis
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It’s because their Nvidia stock is crumbling, and they want to know why!
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AI Energy Crisis Urgency: Insights from Industry Experts
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Thank you to @MarkVenables6 @illuminaireNews for highlighting @RodrigoLiang
's recent insights on the urgency of the #AI #energy crisis. Read more -
DeepSeek’s Rise Won’t End GPU Demand, Wall Street Says
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Wall Street’s Best Ideas: No, DeepSeek does not mean the end of buying tons of GPUs The Chinese AI innovation DeepSeek gives the impression no on will buy Nvidia GPUs anymore. But the program scores lower on some tests, suggesting the race for progress will continue.
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Trump announces Stargate Project: $500B investment in AI computing infrastructure
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This line of thinking has been so effective in capturing the mindshare of powerful decision makers that president Trump just last week announced the Stargate Project, a $500B private investment into data centers & other computing infrastructure for OpenAI. 12/
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Data Centers’ Impact on Power Supply Infrastructure and Externalities
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Many journalists have written extensively about those externalities. When these massive data centers come to town, they distort power supplies (per @business
’s @Leonardonclt
, @naurtorious
, @andretartar
)… 7/ -
Massive data centers require extraordinary resource consumption externalities
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The problem is there are myriad huge negative externalities of taking this approach – not least of which is that you need to keep building massive data centers, which require the consumption of extraordinary amounts of resources. 6/
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DeepSeek-R1-distill now on Groq
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NEW : DeepSeek-R1-distill model is now available on groq It performs less than a full o1 but is much faster. * keep in mind that this is not a DeepSeek R1
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Creating India’s Future with CGI and AI Video
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For about a year now I’ve been meaning to use CGI + AI to make a video on what India will look like 5years from now (and then teach everyone how to do it). Shot with a phone and no other fancy equipment. Big shout out to Nvidia for doing this with us!