Some believe DeepSeek is so efficient that we don’t need more compute and everything has now massive overcapacity because of the model changes. Jevons Paradox is closer to reality because demand has already increased H100 and H200 pricing. Deepseek and High Flyer have a mix of 50,000 H20s, H800s, A100s and H100 GPUs. Deepseek has ...

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Link :
https://www.nextbigfuture.com/2025/01/deep-deepseek-history-and-impact-on-the-future-of-ai.html