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On DeepSeek and Export Controls
On DeepSeek and Export Controls
It's been reported — we can't be certain it is true — that DeepSeek actually had 50,000 Hopper generation chips, which I'd guess is within a factor ~2-3x of what the major US AI companies have (for example, it's 2-3x less than the xAI " Colossus" cluster). R1, which is the model that was released last week and which triggered an explosion of public attention (including a~17% decrease in Nvidia's stock price), is much less interesting from an innovation or engineering perspective than V3. If they can, we'll live in a bipolar world, where both the US and China have powerful AI models that will cause extremely rapid advances in science and technology — what I've called " countries of geniuses in a datacenter".
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