Gerstner reports DeepSeek is massively compute constrained, causing server delays despite success.
“they are massively compute constrained right now. So you've seen some tweets about this, people that are, you know, getting server delay and all this stuff with with these guys because of their massive success.”
Gerstner reports DeepSeek is massively compute constrained now, with GPU differential growing versus OpenAI for o3.
“On top of that, we learned, you know, they are massively compute constrained right now. So you've seen some tweets about this, people that are, you know, getting server delay and all this stuff”