Sacks cites analyst estimate that DeepSeek has about 50,000 Hopper GPUs including 10,000 H100s.
“Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds,”
Sacks says people would have been surprised a Chinese company released the second reasoning model after OpenAI.
“if you had said to people a few weeks ago that the second company to release a reasoning model along the lines of o one would be a Chinese company, I think people would have been surprised by that.”
Sacks says the $6 million DeepSeek training cost claim should be debunked, corroborated by industry leaders.
“On this one, I'm with Palmer Luckey and Brad Gerstner and others, and I think this has been pretty much corroborated by everyone I've talked to that that number should be debunked.”
Sacks argues DeepSeek's open-source strategy is about undercutting leading American companies, not altruism.
“if you're if you're behind and you're trying to catch up, then open source is a strategy that actually really makes sense for you. Absolutely. Know, they're trying to basically undercut the leading American companies.”
Sacks cites Dylan Patel's estimate that DeepSeek has 50,000 Hopper chips across different models.
“Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds, They have 10,000 h eight hundreds and 30,000 h twenties.”
Sacks argues the $6 million DeepSeek cost claim compares final training run to fully loaded US company costs.
“I mean, if you were to make the apples to apples comparison, you would need to compare the final training run cost by DeepSeek to that of OpenAI or Anthropic.”
Sacks says DeepSeek's compute cluster costs over $1 billion, contradicting the $6 million narrative.
“you add up the the cost of a compute cluster with 50,000 plus hoppers and it's gonna be over $1,000,000,000.”
Sacks says DeepSeek v3 self-identified as ChatGPT-4 five out of eight times when asked.
“When you would ask it, who are you? Like what model are you? Five out of eight times, v three would tell you that it was ChatGPT four.”