Just look at the U.S. labs: ...The route of least resistance has simply been to pay Nvidia. DeepSeek, however, just demonstrated that another route is available: heavy optimization can produce remarkable results on weaker hardware and with lower memory bandwidth; simply paying #Nvidia more isn’t the only way to make better models.

@stratechery #Stratechery #AI #Training #China #DeepSeek #Restraints #MotherOfInvention
https://stratechery.com/2025/deepseek-faq/