Tag
DeepSeek
DeepSeek marks a shift in open-weight LLM competition, where inference efficiency, KV cache behavior, GPU memory, and cloud deployment cost matter as much as raw model size. It also feeds into broader questions about NVIDIA, hardware supply, and AI infrastructure pricing.
2 articles
Industry News/Apr 3
Will NVIDIA Stock Recover After DeepSeek?
DeepSeek shook AI spending assumptions, but NVIDIA still controls the GPU supply chain. Here’s what the numbers say about a rebound.
Industry News/Apr 3
NVIDIA B300 vs H200: Specs and DeepSeek Perf
B300 packs 288GB HBM3e and up to 8TB/s bandwidth. Here’s how it compares with H200 for DeepSeek inference and cloud costs.