Notes - DeepSeek Supply Shock Yet To Come
Summary
* DeepSeek introduces a cost-effective training and inference architecture that could reduce AI operational costs to one-tenth, challenging existing infrastructures.
* Recent data shows a short-term spike in AWS H100 spot prices in key tech regions, but this affects only a small fraction of overall GPU demand.
* DeepSeek has potentially triggered a trend that mirrors past IT shifts, where application developers, not infrastructure providers, ultimately drove industry growth.
* This
