Metadata
- Author: Stratechery by Ben Thompson
- Full Title:: DeepSeek FAQ
- Category:: 🗞️Articles
- Document Tags:: Foundational models,
- URL:: https://stratechery.com/2025/deepseek-faq/
- Read date:: 2025-02-02
Highlights
there are three factors still in Nvidia’s favor. First, how capable might DeepSeek’s approach be if applied to H100s, or upcoming GB100s? Just because they found a more efficient way to use compute doesn’t mean that more compute wouldn’t be useful. (View Highlight)