Wang described the AI competition between the U.S. and China as an "AI war," emphasizing that China may possess more Nvidia H100 GPUs than commonly believed, despite U.S. export controls. He stressed the need for the U.S. to expand its computational capacity and infrastructure to keep pace with this AI boom. DeepSeek is a side project of a quant firm that originally acquired a large number of GPUs for trading and mining purposes.
Key takeaways:
- DeepSeek, a leading Chinese AI lab, released a groundbreaking AI model on Christmas Day, challenging the U.S. lead in AI.
- DeepSeek followed up with DeepSeek-R1, a reasoning-focused AI model that competes with OpenAI's latest model.
- Alexandr Wang suggests China may have more Nvidia H100 GPUs than expected, despite U.S. export controls.
- DeepSeek's parent company, a quant firm, has significant GPU resources from trading and mining, making AI development a side project.