The Ledger
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Gerstner: China No Longer Depends on Nvidia for AI Inference
“BYD is designing a better car, and CATL is designing a better battery, and their glow, their vertically integrated supply chain around semiconductors no longer is dependent upon NVIDIA for inference. Now they're running inference at DeepSeq on the Ascend nine …”
Gurley: DeepSeek bypassed Nvidia's CUDA framework for low-level optimization
“One, it's validated now that they went around CUDA, and I just think that's interesting.”
Gurley: DeepSeek innovated by separating parameters to run more experts
“Deep Seek had put more experts simultaneously against a problem. They were able to do that because they figured out a way to
separate the parameters and work on things with smaller parameter counts faster, which no one else had done before. And so you end up…”
Gurley: Manus AI Operates Only on US Models, Not DeepSeek
“So, first of all, they've only operated on U.S. Models. They're a wrapper company. They don't have a foundational model, and they've only operated on top of U.S. Models, so they've actually never operated on top of DeepSeek or any of the other models we were j…”
Gurley: China has four deep-pocketed open-source AI models
“Deep Seek, Led to Quinn. Led to Xiaomi has a, has their own model as well. They've all gone open source. And so this will be the fourth deep pocket funded model in China that are all open source.”
Gurley: DeepSeek is pricing API inference at one-twentieth of OpenAI
“If you look at the models that are apples to apples on the API right now, that, that DeepSeq's pricing about one-twentieth of OpenAI.”