Gerstner says DeepSeek's total compute ownership approached one billion dollars, similar to comparable models.
“when you take power into account, it really does it does get you closer to this billion dollars of TCO, which was out there, you know, discussed, which is similar, I think, to the TCO of of the comparative models. Now, of course, they talked about the $6,000,000 final training run,”
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”
Gerstner says DeepSeek needs 10x more compute to reach o three level assuming no breakthroughs.
“in order to get to kind of the o three level now, they got a 10 x the amount of compute. Right?”
Gerstner says Chinese AI stack including DeepSeek and other models is making disturbing inroads in Middle East and Southern Hemisphere.
“No. For sure. And in fact, I I hear disturbing things all the time about the Chinese stack making great inroads in The Middle East and in the Southern Hemisphere, etcetera, because, frankly, they're working really quickly to put their chips and their models, their open source models, Deepsea, Kimi k two, Quinn, etcetera, and exporting those to the world.”