I was thinking about that, but don’t those same optimizations work on H100s? and the concepts work on every other chip from Nvidia and every other manufacturer’s chip
I still think this is bullish: more people will be buying chips once cheaper and more accessible, and the things the will be training with be 1,000% to 10,000% larger
Probably possible is nothing compared to already implemented. How long will it take to apply those concepts to other chips? Will they also be made available to the degree DeepSeek has been? By the time those alternatives are implemented how much further improvement will be made on Nvidia chips? Worst case scenario someone implements and open sources these optimizations for a competitor's chip basically immediately in which case the competitive landscape remains unchanged, for all other scenarios this is a first mover advantage for Nvidia.
I still think this is bullish: more people will be buying chips once cheaper and more accessible, and the things the will be training with be 1,000% to 10,000% larger