Posts
avatar

Everyone assumes the AI supply chain's next move is manufacturing more chips. Leo Fan says there's a bigger lever hiding in plain sight: "Before we move to manufacturing more chips, we can use current, not-latest hardware to deliver the same results, if you put in the engineering effort." "Take a top open-source model like DeepSeek. You can run the same inference on older 4090-class cards instead of the newest B200s. The results hold." "Training still needs the latest GPUs for the best result. But inference doesn't. That gap is where you deliver the same output for far less."

This content is for informational and educational purposes only. It may include third-party insights, sponsored content, or promotional material for which the creator may receive compensation. Nothing in this feed constitutes investment advice or a guarantee of returns. You are solely responsible for your own investment decisions. Always conduct your own research and exercise caution before trading. We do not guarantee the accuracy of third-party information and are not liable for any losses incurred. Past performance is not indicative of future results. Please refer to our Community Terms and Risk Disclosure Statement for details.

avatarPost your reply

Comment