I don't for a minute believe Deepseek v3 was built with a $6M rental.
Their paper (arxiv 2412:1947) explains they used 2048 H800s. A computer cluster based on 2048 GPUs would have cost around $400M about two years ago when they built it. (Give or take, feel free to post corrections.)
The point is they got it done cheaper than OpenAI/Google/Meta/... etc.
But not cheaply.
I believe the markets are overreacting. Time to buy (tinfa).
Their paper (arxiv 2412:1947) explains they used 2048 H800s. A computer cluster based on 2048 GPUs would have cost around $400M about two years ago when they built it. (Give or take, feel free to post corrections.)
The point is they got it done cheaper than OpenAI/Google/Meta/... etc.
But not cheaply.
I believe the markets are overreacting. Time to buy (tinfa).