The most Insightful Stories About Deepseek V3 - Medium
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Multiple estimates put deepseek ai within the 20K (on ChinaTalk) to 50K (Dylan Patel) A100 equivalent of GPUs. Training one mannequin for a number of months is extremely dangerous in allocating an organization’s most worthy assets - the GPUs. A real cost of possession of the GPUs - to be clear, we don’t know if DeepSeek owns or rents the GPUs - would comply with an analysis much like the SemiAnalysis total price of ownership model (paid function on high of the e-newsletter) that incorporates costs in addition to the actual GPUs. The total compute used for the DeepSeek V3 model for pretraining experiments would likely be 2-4 instances the reported quantity in the paper. The cumulative query of how much complete compute is utilized in experimentation for a mannequin like this is far trickier. We’ll get into the specific numbers beneath, however the query is, which of the various technical innovations listed within the DeepSeek V3 report contributed most to its learning efficiency - i.e. mannequin performance relative to compute used. This will permit us to build the next iteration of DEEPSEEK to swimsuit the particular wants of agricultural businesses comparable to yours.
Now that we know they exist, many teams will build what OpenAI did with 1/10th the cost. And there is some incentive to continue placing issues out in open supply, but it will clearly change into more and more competitive as the cost of this stuff goes up. Most of the methods DeepSeek describes in their paper are issues that our OLMo staff at Ai2 would profit from accessing and is taking direct inspiration from. For one instance, consider evaluating how the free deepseek V3 paper has 139 technical authors. Given the above finest practices on how to provide the mannequin its context, and the prompt engineering methods that the authors steered have constructive outcomes on outcome. Why this issues - asymmetric warfare comes to the ocean: "Overall, the challenges offered at MaCVi 2025 featured sturdy entries across the board, pushing the boundaries of what is possible in maritime imaginative and prescient in several totally different features," the authors write. Drawing on extensive safety and intelligence expertise and superior analytical capabilities, DeepSeek arms decisionmakers with accessible intelligence and insights that empower them to grab alternatives earlier, anticipate dangers, and strategize to meet a spread of challenges. Using compute benchmarks, however, particularly within the context of nationwide security dangers, is considerably arbitrary.
Before we start, we wish to mention that there are an enormous amount of proprietary "AI as a Service" companies similar to chatgpt, claude and so forth. We solely need to use datasets that we will download and run locally, no black magic. However, to unravel advanced proofs, these fashions should be high-quality-tuned on curated datasets of formal proof languages. The prices to practice fashions will continue to fall with open weight fashions, especially when accompanied by detailed technical reports, however the tempo of diffusion is bottlenecked by the necessity for challenging reverse engineering / reproduction efforts. This post revisits the technical details of DeepSeek V3, however focuses on how finest to view the associated fee of training fashions at the frontier of AI and the way these costs may be changing. These prices are usually not necessarily all borne straight by DeepSeek, i.e. they could possibly be working with a cloud provider, however their price on compute alone (before anything like electricity) is not less than $100M’s per yr. The CapEx on the GPUs themselves, no less than for H100s, might be over $1B (based mostly on a market value of $30K for a single H100). 16,000 graphics processing units (GPUs), if no more, DeepSeek claims to have wanted solely about 2,000 GPUs, particularly the H800 sequence chip from Nvidia.
For reference, the Nvidia H800 is a "nerfed" version of the H100 chip. For Chinese firms which are feeling the stress of substantial chip export controls, it cannot be seen as notably shocking to have the angle be "Wow we are able to do way greater than you with less." I’d in all probability do the identical of their footwear, it is way more motivating than "my cluster is greater than yours." This goes to say that we want to know how vital the narrative of compute numbers is to their reporting. The truth that the model of this high quality is distilled from deepseek (check out this site)’s reasoning mannequin sequence, R1, makes me more optimistic about the reasoning mannequin being the real deal. Some of the noteworthy improvements in DeepSeek’s coaching stack include the next. DeepSeek applied many methods to optimize their stack that has only been executed effectively at 3-5 different AI laboratories on the earth. Reproducing this isn't impossible and bodes properly for a future where AI capacity is distributed throughout extra players. The put up-training side is much less revolutionary, but gives extra credence to those optimizing for on-line RL training as DeepSeek did this (with a type of Constitutional AI, as pioneered by Anthropic)4.
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