YOU HAVE NO IDEA. THIS IS 10x WORSE THAN TURBOQUANT.
>>62150761proof??
>>62150764EAT IT. DROPPED 30 MINS AGO.https://huggingface.co/collections/deepseek-ai/deepseek-v4
>>62150766omg
>>62150766Explain please
>>62150761done. 10x leverage.
>>62150779Uses 10% of the memory of other SOTA AI models while maintaining equivalent benchmarks. Every AI company is about to get assraped.
>>62150761>>62150782This same conundrum happened with Turboquant. Using less memory means we can do more with our memory. This is not an issue
i busted your moms sk hynix
>>62150787Normies will think otherwise when the press gets hold of this. Also basic supply and demand. AI companies in the short term will have to play catch up. Datacenters won't be buying any RAM until then. I agree that this is bullish in the long term though.
>>62150782this happens every weeks, model always ends up being shit and nothing happens..
>>62150766NEW FUD JUST DROPPED
>>62150761>https://huggingface.co/collections/deepseek-ai/deepseek-v4This still needs shit tons of memory. 128GB minimum to locally host it.
>>62150790The thing is that memory is necessary retardless, it means they can buy even more memory for even more complex calculations.But I do agree that memory stocks will probably take a haircut in the short term. I only wish I was less of a ngga last year or the year before and went harder I won't fuck up this time bitches gonna drop six sigma figgos in at the lows.
>>62150782What about bittensor (ticker: TAO)?
>>62150761>shitty chink model means memory demand is down.Why do we let yuropoors post again?
>>62150761if it was true then btc would have crashed chuddie
GUYS? GUYS? GUYS? WE NEED TO SHORT MEMORY GUYS! WE NEED TO SHORT IT NOW!Yeah I hope you got out with your 2%. This is definitely no Turboquant
I finna get me sum cheap computer parts
>>62150761I have a bad memory!
Historically if you look at Chink nand, it doing well hasn't hurt people like SNDK. Deepseek is more bullish for CXMT, because Huawei wants to source their hbm domestically. What follows is that I don't think samsung/skhynix/micron end up hurt by any of this Chinese demand. It's more demand not less I dunno what OP is smoking.
>>62152335Because the Chinks don't even attempt to undercut, they charge an even higher premium, if they ever actually sold at a discount.
>>62150761Bleeding monthly with high electricity cost. No thanks.
>>62150782>>62150798 This. It's just made up shit to attempt crashing share prices so they can slurp. Happens every time.
