If we're going to play that card, couldn't we also use the "Chinese CEO has every reason to lie and say they did something 100x more efficient than the Americans" card?

I'm not even saying they did it maliciously, but maybe just to avoid scrutiny on GPUs they aren't technically supposed to have? I'm thinking out loud, not accusing anyone of anything.

Then the question becomes, who sold the GPUs to them? They are supposedly scarse and every player in the field is trying to get ahold as many as they can, before anyone else in fact.

Something makes little sense in the accusations here.

I think there's likely lots of potential culprits. If the race is to make a machine god, states will pay countless billions for an advantage. Money won't mean anything once you enslave the machine god.

https://wccftech.com/nvidia-asks-super-micro-computer-smci-t...

We will have to wait to get some info on that probe. I know SMCI is not the nicest player and there is no doubt GPUs are being smuggled, but that quantity (50k GPUs) would be not that easy to smuggle and sell to a single actor without raising suspicion.

Facts, them Chinese VCs will throw money to win.

Man, they say China is the most populated country in the world, I’m sure they got loopholes to grab a few thousands H100s.

They probably also trained the “copied” models by outsourcing it.

But who cares, it’s free and it works great.

Bro, did you use Deepseek? That shyt is better than ChatGPT. No cards being thrown here.

Or, more likely, there wasn't a magic innovation that nobody else thought of, that reduced costs by orders of magnitude.

When deciding between mostly like scenarios, it is more likely that the company lied than they found some industry changing magic innovation.

It's hard to tell if they're telling the truth about the number of GPUs they have. They open sourced the model and the inference is much more efficient than the best American models so it's not implausible that the training was also much more efficient.