Julie Bort
DeepSeek’s new open source AI reasoning model, R1, sparked a sell-off of Nvidia’s stock and caused its consumer app to soar to the top of the app stores.
Last month DeepSeek said it trained a model using a data center of some 2,000 of Nvidia’s H800 GPUs in just about two months at a cost of around $5.5 million. Last week, it published a paper showing that its latest model’s performance matched the most advanced reasoning models in the world. These models are being trained in data centers that are spending billions on Nvidia’s faster, very pricey AI chips.
The reaction across the tech industry to DeepSeek’s high-performance, lower-cost model has been wild. Pat Gelsinger, for instance, took to X with glee, posting, “Thank you DeepSeek team.”
Gelsinger is, of course, the recently former CEO of Intel, a hardware engineer, and current chairman of his own IPO-bound startup, Gloo, a messaging and engagement platform for churches. He left Intel in December after four years and an attempt at chasing Nvidia with Intel’s alternative AI GPUs, the Gaudi 3 AI.
Gelsinger wrote that DeepSeek should remind the tech industry of its three most important lessons: lower costs mean wider-spread adoption; ingenuity flourishes under constraints; and “Open Wins. DeepSeek will help reset the increasingly closed world of foundational AI model work,” he wrote. OpenAI and Anthropic are both closed source.
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