Seeing how many broker related posts are in the top right now, I gather that HN went all in on the "AI trade" :D
It makes one wonder where all of them would have been if John McCain had won the election.
The reality is just the opposite: the only option for stopping climate change is to reduce CO2 emissions completely. Now, if we were at a point where we're emitting some few tens of millions of tonnes instead of the 40B we emit today, maybe then carbon capture to help offset the last few trickles would make some sense - but not before then, not in any way shape or form.
> [Galactic Federation President blows his brains out]
I don’t think this is what happened with DeepSeek. It seems that they’ve genuinely optimized their model for efficiency and used GPUs properly (tiled FP8 trick and FP8 training). And came out on top.
The impact on the NVIDIA stock is ridiculous. DeepSeek took the advantage of flexible GPU architecture (unlike inflexible hardware acceleration).