this post was submitted on 28 Jan 2025
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DeepSeek's AI breakthrough bypasses industry-standard CUDA, uses assembly-like PTX programming instead (www.tomshardware.com)
submitted 3 days ago by vegeta@lemmy.world to c/technology@lemmy.world
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[–] demesisx@infosec.pub 13 points 3 days ago (3 children)

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.

[–] toffi@feddit.org 19 points 3 days ago (1 children)

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

[–] demesisx@infosec.pub 6 points 3 days ago

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

[–] Pieisawesome@lemmy.world 13 points 2 days ago

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

Hardly going to affect nvidia

[–] eager_eagle@lemmy.world 3 points 3 days ago (1 children)

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

[–] demesisx@infosec.pub 3 points 3 days ago* (last edited 3 days ago) (2 children)

~~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.

[–] eager_eagle@lemmy.world 6 points 3 days ago* (last edited 3 days ago) (1 children)

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.

[–] demesisx@infosec.pub 4 points 3 days ago

Ahh. Thanks for this insight.

[–] eager_eagle@lemmy.world 5 points 3 days ago* (last edited 3 days ago) (1 children)

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

also not true

[–] demesisx@infosec.pub 3 points 3 days ago

Thanks for the corrections.