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Mistral board member and a16z VC Anjney Midha says DeepSeek won’t stop AI’s GPU hunger
Midha says R1 won't stop AI from spending billions.It means they will do more with the compute power they can obtain.
Despite the sell off of Nvidia’s stock, Midha says R1 doesn’t mean that AI foundational models will stop spending billions to gobble GPU chips and build more data centers as fast as they can. GPUs, particularly Nvidia’s state-of-the-art H100s, have become such a scarce commodity that the VC firm took matters into its own hands about a year and a half ago. But if anyone wants to ditch their data center plans in light of DeepSeek, Midra laughs and has a request: “If you have extra GPUs, please send them to Anj.”
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