Sources: Tencent, Alibaba, ByteDance, and other Chinese companies are ramping up orders for Nvidia's H20 AI chip due to booming demand for DeepSeek's models
Chinese companies are ramping up orders for Nvidia's (NVDA.O) H20 artificial intelligence chip due to booming demand …
Reuters
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Discussion
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@8teapi
Prakash
on x
Deepseek found a non documented instruction set in Nvidia chips, found out it should be unreliable, but verified it was always reliable... and used it. I can just imagine them looking at the chip and zapping it with various instructions to see what each did. [image]
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@firstadopter
Tae Kim
on x
DeepSeek dramatically increased demand for Nvidia GPUs. The exact opposite of what everyone in the media was saying except for me. [image]
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@nvidiaaidev
@nvidiaaidev
on x
Introducing DeepSeek-R1 optimizations for Blackwell, delivering 25x more revenue at 20x lower cost per token, compared with NVIDIA H100 just four weeks ago. Fueled by TensorRT DeepSeek optimizations for our Blackwell architecture, including FP4 performance with state-of-the-art […
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@firstadopter
Tae Kim
on x
“Alleviate concerns”? Ya think? You can't make this stuff up. “The surge in orders, which is being reported for the first time by Reuters, underlines Nvidia's dominance of the market and could help alleviate concerns that DeepSeek might cause a slide in AI chip demand.”
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r/wallstreetbets
r
on reddit
DeepSeek's AI models drive surging orders for Nvidia H20 chips in China
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@hsu_steve
Steve Hsu
on x
@teortaxesTex I wouldn't trust the numbers from FT. It's all rumors and the reporters aren't chip experts. But directionally it's plausible that SMIC/HW are improving Ascend yields a lot. I think SemiAnalysis has even larger projections for 910C shipments in 2025.
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@duluhagv
@duluhagv
on x
Liang Mong-song is gonna push his way back to the frontier
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@hsu_steve
Steve Hsu
on x
FT on Huawei / SMIC Ascend 910C chip yields: doubled to 40% and now targeting 60%. TSMC H100 yield is ~60% ? When I was in Shanghai I had dinner with one of the top SMIC guys involved with leading edge chip fabrication. The team has a big Taiwanese component with experience at [i…
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@teortaxestex
@teortaxestex
on x
> Ascend 910C achieving a 40% yield, up from 20% a year ago. > plans to further improve yields to 60% > plans to produce 100K Ascend 910C, 300K 910B chips this year That's like 12K wafers, 1000 WPM. They're claimed to have 30K WPM for N7. Numbers don't work out. @dylan522p