Monday, February 17, 2025

3 Keys to DeepSeek Model Efficiency

Chain of Thought reasoning, reinforcement learning and model distillation are three ways DeepSeek provides model efficiency. 

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AI Capex to Exceed $1.2 Trillion in 2027 and 2028?

Is the growing cost of Nvidia-based compute a business moat or a liability? And in either case, which contestants benefit or suffer?  A new ...