Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
forbes.comDeepSeek has tens of thousands of the high-end Hopper GPUs. Most were likely bought before the embargo.
https://wccftech.com/chinese-ai-lab-deepseek-has-50000-nvidi...
https://techwireasia.com/2023/12/what-did-singapore-do-to-nv...
Having previously worked in the DC space in Singapore, when I read the sales numbers, I was in disbelief. IMO, there was only a very low probability that all those GPUs remained in Singapore...
Are you saying Singapore is shipping gpus to china or building data centers inside Singapore for the Chines access ?
SG is very small country and yet someone was buying 1/3 of the volume of the US market in Q3.
The DC market in SG has a very low vacancy rate meaning there's very little available space.... i.e. where are all those GPUs going if the market has very little space available?
To play's devils advocate, this could be an Nvidia reporting quirk with all of sales in SE Asia being reported as "Singapore" but even then, the numbers still piqued my interest.
Singapore lifted its moratorium on new DCs in 2022 [1], and since then has been expanding its DC capacity aggressively [2].
You're also right that it could be a reporting quirk.
I don't think we can say definitively that Chinese companies didn't use Singapore as a conduit for purchasing advanced GPUs, I haven't come across any evidence for that. (If anyone knows otherwise, please correct me.)
[1] https://www.ashurst.com/en/insights/lessons-from-singapore-d... [2] https://themalaysianreserve.com/2025/01/24/singapore-data-ce...
This was also in the news last year: https://www.tomshardware.com/tech-industry/artificial-intell...
any details?
I tried to understand Deepseek https://www.youtube.com/watch?v=DCqqCLlsIBU
but it seems to me a set of methods for data augmentation, I can't see why it's cheaper than OpenAIs?
State subsidies. China will happily make up a loss for a company if it can take dollars away from US corporations.
You just have to look at similar computing applications like 3-D rendering to realize that as things get more efficient, we will absolutely find ways to continue to make them take on more and more.
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