The Dragon Is Out And It Sets Uncle Sam running.
The Dragon Is Out
And It Sets Uncle Sam running.
What if you wake up one
morning and find out that your electricity bills now cost 1 rupee per unit, or
what if someone told you that they can build a Ferrari for the price of Toyota
and it can run better than a Ferrari what would be your reaction? That's what
Deepseek did in AI World.
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Nvidia Stock after DeepSeek |
Remember USA Ban advance Chips to China making an excuse that they may build something beyond their control raising privacy concerns, an untrained, Uncontrolled Dragon.
Guess what to their Shock the Dragon is Out and Sets Uncle Sam running. Deepseek is the number one app on the Apple Store now for some days many developers download it entirely on their local machines and test and tweak it using an old Nvidia H800 and it's running smoothly. It can run even on Raspberry Pie a model Students use to test and learn about hardware. The computing will be slow but it runs.
For
an LLM model like Open AI, if you want to download it on your servers and then
train it locally, It will need high-cost GPUs (Graphics Processing Units) or
TPUs (Tensor Processing Units) to Run It properly. It may take weeks or even
months to complete the training which requires a continuous supply of
electricity during training sessions which can cost you electricity bills worth
Million of Dollars. Now openAI uses thousands of NVIDIA A100 or H100 GPUs,
which cost $10,000 - $30,000 per unit. Running a thousand GPUs of such strength
translates to electricity consumption equivalent to powering a small town for
weeks or months.
The Result only Big corporations like Pfizer and Moderna can bear such expenses They need the help of AI to design their new vaccines and drugs by analyzing DNA and protein structures. Remember OpenAI’s GPT latest model is not trained on medical data, so they need their own AI from scratch and to achieve it they need all the latest Nvidia Hardware to do it.
Uncle Sam (USA) has been pushing this narrative for months now and Companies like Nvidia Made insane profits last year reflecting on their stock prices.
Here comes DeepSeek takes an old GPU like H800 only investing 6 million dollars and bang running the same model as Pfizer and Moderna consuming less energy and water. On top of that it is open source which means you can check and analyze yourself what process it uses.
After DeepSeek the tech market is wide open any mid-range company can now integrate Al into their system which can create more opportunities for talented technical youngsters to learn AI engineering and get the opportunity to team up and build their own tech startup.
What We as Pakistanis Need to Do?
A
word of advice don't go after any course seller. They will be in abundance
learn from YouTube or Udemy for free tests and try yourself and follow experts
like Irfan Malik who has the knowledge and expertise for handling projects but
if you find out that even if he is selling something in the name of learning AI
don't fall for it.
The Next Liang Wenfeng
As for the Pakistani government for God's Sake use this opportunity and ask or request our dear friend China to build and invest in Pakistan's tech industry and send their experts to train our people so that we can come up with the next Liang Wenfeng (The Founder of DeepSeek)
As for now, The dragon is out and it surely sets Uncle Sam monopolies in the market running for cover.
Deepseek Is the next big thing for sure the cost of computing has gone down significantly
ReplyDeleteFor small developers it's a game changer for sure you explained it quite nicely
ReplyDeleteOpen AI and NVIDIA is Dented Seriously after that the impact is real and hard
ReplyDelete