General Discussion

All that hardware that the Mag7 bought -- all those Nvidia H100s will get used. DeepSeek is not running on a TRS80 with a cassette deck next to it (remember those?).

DeepSeek is running on Nvidia chips, allegedly on H800s but possibly on "50,000" (!) H100s, aka "the GPUs that China isn't supposed to have." Whether the are using H100s or H800s, this accelerates the AI race and lowers barriers to wide adoption of AI on Nvidia GPUs. Hundreds of people around the world are trying to duplicate DeepSeek right now so we will soon now which GPUs fit with the results.

This is a Sputnik moment for US AI and the likely result will be MORE investment as the race heats up.