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Originally Posted by Manic!
But that's what's happening and it's a company in China started by hedge fund manager. The CEO of Scale AI claims deepseek used 50K Nvidia GPU's. Nvidia is banned from selling those to China.
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That's my key takeaway from the interview too -- that DeepSeek has access to a large number of semiconductor chips that are supposedly on the banned export list to China. The US gov actually has an explicit say in this because they are the part owner to some sort of IP that produces the machines making these semiconductors -- if the US gov says the top AI chips cannot be exported to China, then TSMC would have to take active measures to prevent its products from reaching China (or they could face hefty fines that would literally sink their entire business).
In reality, I feel like it is going to be very similar to how the Western World is applying sanctions on Russia, and how Russia is actively circumventing those measures to keep the oil money flowing. And just like the Russia sanctions, I have absolutley no doubts that Hong Kong is playing a key role in setting up shell companies to help China smuggle these high powered AI chips into China.