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DeepSeek training cost - the $95 mil difference

Posted: Jan 29, 2025

  • Discusses the total cost of ownership vs rental cost for launching satellites into space
  • DeepSeek's $5.6 million cost is for training, not total cost of ownership, which is estimated at around $100 million
  • The cost includes GPU purchase, AI researcher salaries, failed training runs, and data collection
  • DeepSeek v3 is cheaper to train compared to ChatGPT4
  • The notion that DeepSeek was created by three guys in their basement for cheap is false
  • The author is biased towards NVDA, TSM, OKLO, NBIS stocks and suggests buying the dip




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