here is a summary of the topics discussed:
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Deepseek R2 Rumors: The video begins by discussing rumors surrounding the upcoming Deepseek R2 model, noting that it’s expected to have 1.2 trillion parameters and a significantly lower inference cost compared to GPT-4. It also mentions that R2 might completely move away from Nvidia chips, relying instead on Ascend 910B chip clusters from Huawei.
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Analysis of the Rumors: The narrator provides their own analysis, stating that some of the rumors are credible while others are exaggerated.
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Performance: The narrator believes that R2’s performance will likely rival top models like OpenAI’s and Google’s, but it’s unlikely to be a major technological breakthrough.
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Nvidia Chips: The narrator expresses skepticism about Deepseek completely abandoning Nvidia chips, arguing that it’s a small company that has a stockpile of Nvidia cards and needs to maintain compatibility with the CUDA ecosystem.
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Huawei Partnership: The collaboration with Huawei and the use of the Ascend 910B chips are considered highly credible. The video notes that this partnership is driven by a desire to reduce dependence on the US and a shared patriotic sentiment within China’s tech industry.
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Final Prediction: The video concludes with a prediction that Deepseek R2 will have impressive parameters and test results, but it will not create the same global sensation as R1’s release. The narrator suggests that Chinese large models like Deepseek will continue to pursue an open-source path to gain influence in the AI ecosystem.