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OpenAI’s Deep Research Answers To Deep Seek Impact; And Mine

Mar 04, 2025 - forbes.com
The article discusses the impact of Deep Seek's technology on Nvidia and the broader semiconductor market, particularly in the context of AI inference and training demands. An investor on CNBC suggested that Deep Seek's advancements could reduce the need for Nvidia's H100 GPUs, contradicting Nvidia CEO Jensen Huang's assertion that AI inference will require significantly more compute power. The author used ChatGPT's Deep Research tool to explore this controversy, which produced a comprehensive report supporting Huang's view that the demand for AI inference will drive increased compute cycles, potentially offsetting any reductions in training costs.

The report highlighted several key areas, including the shift from training to inference in AI, the potential obsolescence of certain Nvidia GPUs, and the role of cloud providers' ASICs. The author concludes that the financial focus in AI is moving towards inference, predicting a significant increase in compute demand over the next few years. The article also praises ChatGPT's Deep Research tool for its ability to generate insightful and objective analysis, suggesting it could be a valuable asset for analysts or even replace them.

Key takeaways:

  • The financial center of AI gravity is shifting towards inference, with increased compute demands for reasoning models.
  • ChatGPT's Deep Research tool demonstrated impressive capabilities, producing a comprehensive report that validated Jensen Huang's assertions.
  • Despite claims that "nobody needs an H100 anymore," Nvidia's technology remains crucial for both training and inference tasks.
  • The next 1-3 years will likely see significant shifts in market share within the accelerated computing industry, driven by the growth of AI inference.
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