There seems to be some confusion here on what PTX is – it does not bypass the CUDA platform at all. Nor does this diminish NVIDIA’s monopoly here. CUDA is a programming environment for NVIDIA GPUs, but many say CUDA to mean the C/C++ extension in CUDA (CUDA can be thought of as a C/C++ dialect here.) PTX is NVIDIA specific, and sits at a similar level as LLVM’s IR. If anything, DeepSeek is more dependent on NVIDIA than everyone else, since PTX is tightly dependent on their specific GPUs. Things like ZLUDA (effort to run CUDA code on AMD GPUs) won’t work. This is not a feel good story here.
What is amazing in this case is that they achieved spending a fraction of the inference cost that OpenAI is paying.
Plus they are a lot cheaper too. But I am pretty sure that the American government will ban them in no time, citing national security concerns, etc.
Nevertheless, I think we need more open source models.
Not to mention that NVIDIA also needs to be brought to earth.
Even if they get banned, any startup could replicate their work if it is truly open source. The best thing about their solution is that it breaks the CUDA monopoly that NVDA has enjoyed. Buy your puts when NVDA bounces because that stock is GOING DOWN. There’s no world where a company that makes GPU’s is worth more than both Apple and Microsoft. It’s inevitable.
I wish that was true, but this doesn’t threaten any monopoly
It certainly does.Until last week, you absolutely NEEDED an NVidia GPU equipped with CUDA to run all AI models.Today, that is simply not true. (watch the video at the end of this comment)I watched this video and my initial reaction to this news was validated and then some: this video made me even more bearish on NVDA.Edit: corrected and redacted.
mate, that means they are using PTX directly. If anything, they are more dependent to NVIDIA and the CUDA platform than anyone else.
to simplify: they are bypassing the CUDA API, not the NVIDIA instruction set architecture and not CUDA as a platform.
Ahh. Thanks for this insight.
Until last week, you absolutely NEEDED an NVidia GPU equipped with CUDA to run all AI models.
Thanks for the corrections.
Never forget kids the market can stay irrational much longer than you can stay solvent.
True. Thats why I tend to make small plays instead of being an absolute degenerate gambler.
