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DeepSeek's AI breakthrough bypasses industry-standard CUDA, uses assembly-like PTX programming instead (www.tomshardware.com)

submitted 5 months ago by [email protected] to c/[email protected]

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[-] [email protected] 27 points 5 months ago

Even if they get banned, any startup could replicate their work if it is truly open source. The best thing about their solution is that it breaks the CUDA monopoly that NVDA has enjoyed. Buy your puts when NVDA bounces because that stock is GOING DOWN. There’s no world where a company that makes GPU’s is worth more than both Apple and Microsoft. It’s inevitable.

[-] [email protected] 19 points 5 months ago

Never forget kids the market can stay irrational much longer than you can stay solvent.

[-] [email protected] 15 points 5 months ago

True. Thats why I tend to make small plays instead of being an absolute degenerate gambler.

[-] [email protected] 13 points 5 months ago

It’s written in nvidia instruction set PTX which is part of CUDA ecosystem.

Hardly going to affect nvidia

[-] [email protected] 3 points 5 months ago

I wish that was true, but this doesn't threaten any monopoly

[-] [email protected] 14 points 5 months ago* (last edited 5 months ago)

~~It certainly does.~~

~~Until last week, you absolutely NEEDED an NVidia GPU equipped with CUDA to run all AI models.~~

~~Today, that is simply not true. (watch the video at the end of this comment)~~

~~I watched this video and my initial reaction to this news was validated and then some: this video made me even more bearish on NVDA.~~

Edit: corrected and redacted.

[-] [email protected] 6 points 5 months ago* (last edited 5 months ago)

mate, that means they are using PTX directly. If anything, they are more dependent to NVIDIA and the CUDA platform than anyone else.

to simplify: they are bypassing the CUDA API, not the NVIDIA instruction set architecture and not CUDA as a platform.

[-] [email protected] 13 points 5 months ago

Ahh. Thanks for this insight.

[-] [email protected] 5 points 5 months ago* (last edited 5 months ago)

Until last week, you absolutely NEEDED an NVidia GPU equipped with CUDA to run all AI models.

also not true

[-] [email protected] 12 points 5 months ago

Thanks for the corrections.

this post was submitted on 28 Jan 2025

338 points (100.0% liked)

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