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Comment on Ask HN: So Where's the Moat for AI?parent

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You’ve missed the news this last weekend. The Chinese made a model using non-NVIDIA GPUs and everyone is freaking out.

It was done on NVIDIA chips.

And most likely they ran experiments and competing models on their other clusters. Using existing synthetic data.

Before running this one… and highlighting their ‘$5M’ cost.

Smoke and mirrors… all smoke and mirrors.

https://open.substack.com/pub/robotic/p/deepseek-v3-and-the-...

I didn't. I actually bought some nvda for 124, might not be a good call :/

I still think it's going to increase the sales of NVidia GPUs though, now smaller players can do it too.

They used NVIDIA GPUs, just less of them

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