Hardware Podcasts

Episode 102: Deeeeeepseeeeeeek!

The Circuit · 27 Jan 2025 · 42m · Episode 103

What this episode covers

Ben Bajarin and Jay Goldberg analyze the market reaction to DeepSeek's new AI model, discussing its training efficiency, the skepticism surrounding its GPU usage claims, and the implications for AI infrastructure spending. They examine the 'Stargate' partnership between OpenAI, Oracle, SoftBank, and MGX, questioning the $100-500 billion valuation and the strategic shift away from Microsoft Azure. The hosts also explore the future of 'ambient agents' and the long-term economic thesis for AI compute demand.

Most relevant to

large enterprises

Topics

Mentioned

Companies
DeepSeek, Nvidia, OpenAI, Oracle, SoftBank, Microsoft, Meta
Products
Gemini 2.0, Stargate
Chips
H100, H800
Tools
CUDA

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