Delphi Digital posted on X that Chinese AI labs are forcing the market to compete on the cost of effective intelligence. Due to export controls limiting access to advanced Nvidia chips, labs must squeeze more performance from existing hardware, as exemplified by DeepSeek maintaining high GPU utilization during training.
Delphi Digital posted on X that Chinese AI labs are forcing the market to compete on the cost of effective intelligence. Export controls restrict Chinese labs from obtaining advanced Nvidia chips, so they must extract more performance from existing hardware to remain competitive. For instance, during training, DeepSeek managed to maintain high GPU utilization. (@Delphi_Digital)
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