Alexandr Wang says that Deepseek has over 50,000 H100 Nvidia Chips which they can't talk about

@todayin_ai

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Today in AI Newsletterseen in 2 videos →https://linktr.ee/todayinai ↗

Why it worked

The video leverages a high-interest, controversial news topic about AI hardware to capture attention, then pivots to a relevant newsletter subscription as a value-add for the audience.

Summary

The video features a clip of Alexandr Wang discussing Deepseek's alleged stockpile of Nvidia H100 chips and the impact of US export controls. It concludes with a promotional call to action for a newsletter covering AI startup news.

Structure

1Introduction of the claim about Deepseek's chip count
2Explanation of the export control context
3Analysis of future limitations for Deepseek
4Call to action for the AI newsletter

Product placement

The video promotes the 'Today in AI' newsletter via the caption and a text overlay CTA.

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Original caption

Founder and CEO of Scale AI Alexandr Wang says that Deepseek actually has about 50,000 H100 Nvidia chips which they can’t talk about because of export controls in the United States. - - - 👉 Before you go 👋 If you want to keep up with the latest news on AI startups and how they’re changing the world, join 1,000+ subscribers reading our newsletter for FREE! Link in bio. - - - #ai #artificialintelligence #llms #aistartup #deepseek #scaleai #alexandrwang #nvidia #h100 #aichips #nvidiartx #airevolution #todayinai

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Alexandr Wang says that Deepseek has over 50,000 H100 Nvidia Chips which they can't talk about CHINESE LABS THEY HAVE MORE H100S THAN PEOPLE THINK AND THESE ARE THE HIGHEST POWERED NVIDIA CHIPS THEY WEREN'T SUPPOSED TO HAVE? YES MY UNDERSTANDING IS THAT DEEPSEEK HAS ABOUT 50,000 H100S WHICH THEY CAN'T TALK ABOUT OBVIOUSLY BECAUSE IT IS AGAINST THE EXPORT CONTROLS THAT THE UNITED STATES HAS PUT IN PLACE AND I THINK IT IS TRUE THAT THEY HAVE MORE CHIPS THAN OTHER PEOPLE EXPECT BUT ALSO ON A GO FORWARD BASIS THEY ARE GOING TO BE LIMITED BY THE CHIP CONTROLS AND THE EXPORT CONTROLS THAT WE HAVE IN PLACE

Transcript

Alexandr Wang says that Deepseek has over 50,000 H100 Nvidia Chips which they can't talk about. My understanding is that Deepseek has about 50,000 H100s, which they can't talk about obviously because it is against the export controls that the United States has put in place. And I think it is true that they have more chips than other people expect, but also on a go-forward basis, they are going to be limited by the chip controls and the export controls that we have in place.