The Ledger, every show

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MAD Assertion Partly supported

Dan Fu: DeepSeek-V3 was trained on ~2,000 H800s with 20% MFU

“If you look at the deep seek model, for instance, this is one of the best open source models we have out there today. It was trained at the end of 2024. On last generation, kind of nerfed GPUs, H 800 instead of H 100, the 800 is nerfed by all sorts of ways fro…”

Dan Fu Jan 22, 2026 ▶ 17:26 The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)

MAD Assertion Supported

Poolside and Reflection are building clusters with massive B200 GPU deployments

“They're companies like Poolside. They're building out tens of thousands of B-two hundred, GB-two hundred chips. You know, there's other folks like Reflection who are who are building out. Tens of thousands of B 200 chips.”

Dan Fu Jan 22, 2026 ▶ 19:13 The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)

LATENT SPACE Assertion Supported

Fu: Stanford and Arc Institute's DNA SSM Made the Cover of Science

“One of those gated, SSM gated states-based models ended up on the cover of science because a great group of folks went and trained some DNA models. So that's Michael Polley, Eric Yuen from Stanford and the Arc Institute.”

Dan Fu Dec 24, 2024 ▶ 17:31 2024 in Post-Transformer Architectures: State Space Models, RWKV [Latent Space LIVE! @ NeurIPS 2024]

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