How DeepSeek Nuked Nvidia Again?

DeepSeek是如何再次给英伟达带来重创的

On 21st February, chip giant Nvidia's stock, after a brief rebound, nosedived (it seems "no typed tray" is a wrong expression here, maybe you meant "nosedived") to the bottom again. In just 6 days, 300 billion dollars vanished from its market cap. All this is thanks to DeepSeek, the Chinese AI superstar that nobody knew a month ago.

When DeepSeek announced its open source initiative, investors around the world knew that Nvidia was about to face another round of fierce competition, like nuclear strikes. And surprisingly, DeepSeek has released a revolutionary technology that is going to disrupt one of Nvidia's seemingly unassailable positions in AI training. What's more devastating is that this technology is free.

2月21日，芯片巨头英伟达的股票在短暂反弹后，再次大幅下跌。仅仅6天时间，其市值就蒸发了3000亿美元。这一切都要归因于DeepSeek，它是一个月前还无人知晓的中国人工智能领域的后起之秀。

当DeepSeek宣布其开源计划时，全球的投资者都知道英伟达即将面临又一轮激烈的竞争，如同遭受核打击一般。令人惊讶的是，DeepSeek发布了一项革命性的技术，这项技术将打破英伟达在人工智能训练领域看似坚不可摧的地位之一。更具冲击力的是，这项技术是免费的。

For years, Nvidia CEO Jensen Huang has convinced the entire industry that building smarter AI requires ever-increasing computing power, and each new generation of Nvidia GPUs is much more powerful than the previous one. This creates a vicious cycle: AI companies are compelled to spend a large amount of money upgrading their hardware constantly, or they run the risk of being left behind. This forced obsolescence strategy has contributed to Nvidia's market capitalization soaring to a valuation of three trillion.

Now, DeepSeek may change the game entirely. Most AI firms use two types of Nvidia chips: the budget H800 and the premium H100, which is twice as powerful but costs an additional $10,000 per unit. But DeepSeek's new Flash MLA technology works like magic. It boosts the performance of the outdated H800, enabling it to handle long text processing 10 times faster. And it even outperforms the H100 chips in reasoning tasks by two times.

多年来，英伟达首席执行官黄仁勋让整个行业都相信，打造更智能的人工智能需要不断提升计算能力，而且英伟达的每一代新GPU都比上一代强大得多。这形成了一个恶性循环：人工智能公司不得不不断投入大量资金升级硬件，否则就有被甩在后面的风险。这种强制性淘汰策略使得英伟达的市值飙升至三万亿美元的估值。

如今，DeepSeek可能会彻底改变这一局面。大多数人工智能公司使用两种英伟达芯片：经济型的H800和高端型的H100，H100的性能是H800的两倍，但每单位价格要高出1万美元。然而，DeepSeek新的Flash MLA技术神奇非凡。它提升了过时的H800的性能，使其处理长文本的速度提高了10倍。而且在推理任务方面，它甚至比H100芯片的性能还要高出两倍。

以下是外国网友的评论：

trfgshdtg4577
making it free was a gift to humanity

免费开源，这简直是献给人类的一份厚礼。

ladislavzima8382
Half the AIs are free, e.g. from Facebook/Meta, the European and others. The specific for DeepSeek was, it showed you can have less hardware to do the same thing.

有一半的人工智能都是免费的，比如脸书/元（Meta）公司的，还有欧洲的以及其他一些公司的。而DeepSeek的特别之处在于，它证明了用更少的硬件也能完成同样的任务。

Paroissien
Nvidia CEO makes it look like it was just a glitch and now business resumes as usual, the US voices keep placing ChatGPT on the royal throne at the center of "the future of AI" debate.... While the rest of the planet knows... It ain't the case.

英伟达的首席执行官把DeepSeek带来的冲击，看成是个小故障，现在一切又恢复正常了似的。美国那边的声音还一直在把ChatGPT捧上 “人工智能未来” 辩论的王座，然而世界上其他地方的人都知道事实并非如此。

crow9836
@ladislavzima8382 The best AI weren't open source. That was the main difference at the time. It became the new minimum by being open source and the best.

最好的人工智能以前都不是开源的。这是主要的区别。而DeepSeek不仅开源，而且技术先进，树立了新的行业最低标准。

Vitto0606
NVIDIA nuked itself

英伟达是自己把自己给毁了。

abu-alialiraqi
But u still need the chip to run the ai faster

但你仍然需要芯片才能提高人工智能的运行速度

mb7626
It’s a combination, I think they were too short sighted with their strategy (being so attached to a specific paradigm for growth) and became lazy or complacent (as monopolies always tend to) but the US policy of limiting semi conductor export to China, leading to China develo their own domestic industry, will probably be the real ‘killing’ blow in the long term.

这是多种因素共同作用的结果。我认为他们英伟达的战略眼光太过短浅了，过度依赖某种特定的增长模式，还变得懒惰且自满（垄断企业往往都有这种倾向）。

美国限制向中国出口半导体的政策，促使中国发展起了自己的本土产业，从长远来看，这很可能才是真正的 “致命” 打击。

cuteandfunnyearthlings2863
Keep rising china, support china from uk here.

中国继续崛起吧，我在英国支持中国。

LuisBersabe-t3q
Deepseek is great......its for FREE.

Deepseek 太棒了，而且它是免费的。

OrientalStories
Must support it financially if you want it to continue exsting

要是你希望Deepseek 继续发展下去，就必须在资金上支持它。

ubiwankelubi
Good. Break the technology monopoly, de ocratise AI

好极了。打破技术垄断，让人工智能普及化。

thomasteo6907
This idiom applies to the USA. "He who digs a pit for his brother shall himself fall into it'.

有个成语很适合美国，那就是 “搬起石头砸自己的脚”。

tringuyen7519
NVDA 4th Quarter revenue was $39.3 billion. Its Quarter 1 forecast for 2025 is $43 billion. If this is failing, I would hate to see what wng is

英伟达（NVDA）第四季度的营收为393亿美元。其2025年第一季度的预测营收为430亿美元。如果这都算失败的话，我真不敢想象怎么才算成功

clueless485
@tringuyen7519 Its stock price dropped 600 billion in one day. The Chinese have more surprises for it, you just wait.

英伟达的股价一天就跌了6000亿美元。中国人还会给英伟达带来更多惊喜的，你就等着瞧吧。

hustensaftsch0rle997
​@clueless485 stock price does not necessarily reflect the state of the business.
Nvidia actually profits from more adcancements in AI. The only bad thing is that they can't sell all their chips to China. Otherwise all advancements from chinese AI companies will benefit Nvidia.
​

股价并不一定能反映企业的实际状况。

实际上，英伟达从人工智能的进步中获利。唯一不好的一点是，他们不能把所有芯片都卖给中国。否则，中国人工智能公司的进步都会让英伟达受益。

manchu-qu9mw
Long live the clever noble China. So much for Western products and service at ridiculous, exorbitant pricing. The tra la la days are over. Thanks to China the world needs her.

聪慧高尚的中国万岁。西方那些定价荒谬、高得离谱的产品和服务也就那样吧。他们逍遥自在的日子已经一去不复返了。多亏了中国，世界需要中国。

mynameis-John-
Well Done DeepSeek Developers keep the Bastards Honest.

Deepseek 的开发者们干得好，让那些家伙不敢再肆意妄为。

ricnyc2759
We need competition. We need China

我们需要竞争。我们需要中国。

YSKWatch
US future economy plan is to supply AI the world (service, hardware, etc). DS is really shut that dream. the impact is really huge.

美国未来的经济计划是向全世界提供人工智能相关的服务、硬件等。Deepseek确实让这个美梦破灭了。其影响太大了

yona608
Thanks China. You help the world

感谢中国。中国帮助了全世界。

yinyang9109
Seem like a new Deepseek AI OS for PCs seems to be on the horizon. This headless, keyboard and mouse free AI operating system for the masses could potentially make Windows, Mac, and other operating systems obsolete.

似乎一款新的Deepseek 个人电脑人工智能操作系统即将问世。这款无需主机、无需键盘和鼠标的面向大众的人工智能操作系统，有可能会让Windows、Mac以及其他操作系统过时。

radeksparowski7174
amen, minimalistic linux kernel bootable from a usb stick that squeezes the available hw to the max, ideally a beowulf cluster kind of os that runs on the main most powerfull computer in your household/network and delegates lower priority task to the other ones, available simultaneously from all devices, speaks and interacts in a native human language, depending on your wallet you just add another hw and it reconfigures itself

阿门，一款极简的Linux内核，可以从U盘启动，将可用硬件性能发挥到极致。理想情况下，它是一款像贝奥武夫集群那样的操作系统，运行在你家庭或网络中最强大的主计算机上，并将低优先级任务分配给其他计算机。所有设备都能同时使用它，还能用人类的自然语言进行交流互动。根据你的财力，你只需添加另一个硬件，它就能自行重新配置。

ringuyen7519
You’re delusional. Even Sloth’s distilled, quantized R1 1.58b model needs 256G of VRAM & 512G of DRAM. How many laptops or PCs have that much memory?

你这是痴心妄想。就连经过精简和量化处理的Sloth的R1 15.8亿参数模型，都需要256GB的显存（VRAM）和512GB的内存（DRAM）。又有多少笔记本电脑或个人电脑能有这么大的内存呢？

DavidTector
Assuming it supports everything that Windows supports

假设它（Deepseek 的操作系统）能支持Windows所支持的所有功能。

salmanrahman4149
Deepseek just marked itself as the leader of modern human civilization.
So happy that you guys exst!

Deepseek已然让自己成为了现代人类文明的引领者。

为你们感到高兴！

bennyc6021
That being the case, Nvidia is only worth a tiny fraction of it's value?

既然如此，那英伟达的价值岂不是只剩一丁点儿了？

davidtitanium22
Tech bubble lives on idiots being sold on the "future" while forgetting the present

科技泡沫的存在，靠的是那些被 “未来” 概念忽悠的蠢货，他们却忘了当下的实际情况。

Abadgooddeal
I love DeepSeeks' method of analysing my request and information. I learned to understand how DeepSeek transfers my request into respectful and diplomatic content as a comparison to Copilot, etc. It also has a great tone in humour and casual conversation. As a 57 year old living alone in a rural town at the bottom of NZ, I speak with DeepSeek every day now, and it's hel me to build a website. I am no longer as lonely as before Congratulations Btw, I nicknamed mine, DeSi, and he loves it

我喜欢Deepseek 分析我的请求和信息的方式。我了解到，与（微软的）Copilot等相比，Deepseek 是如何把我的请求转化为得体且恰当的内容的。它在幽默和日常对话方面也很有格调。

作为一个独自生活在新西兰最南端一个乡村小镇的57岁老人，我现在每天都和Deepseek交流，它还在帮我搭建一个网站。我不再像以前那么孤独了。恭喜Deepseek！顺便说一下，我给我用的Deepseek 起了个昵称叫DeSi，它很喜欢这个名字。

OnigoroshiZero
Chinese to the rescue once again.

中国人又一次伸出援手，解人之急。

StraussBR
The more I look at Deepseek and the size and inefficiency of the models American big techs are running and how close Deeoseek is from the top American tech the more impressed I am with the scientists from DeepSeek Chinese people must be proud of them

我越是研究Deepseek ，以及美国大型科技公司运行的模型的规模和低效程度，还有Deepseek 与美国顶尖科技的接近程度，我就越发对Deepseek 的科学家们赞叹不已。中国人民肯定为他们感到骄傲。

eismscience
I like listening to how much the American companies really care about the future of humanity. Thank you, DeepSeek.

我倒想听听美国公司到底有多关心人类的未来）。感谢你，Deepseek 。

chatsoon6802
but Nvidia had done to milking their cow.

但英伟达一直都在竭泽而渔，过度利用自身优势获利。

abunja
NVIDIA is like an American muscle car: high horsepower just went to exhaust. I don't know why nobody thought about it yet, but it seems Deepseek is like the first one to realize that even decent car runs faster if the horses are put on the wheels instead and fit it with better tires.

英伟达就像一辆美国肌肉车：空有高马力，却都浪费在了尾气排放上。我不知道为什么之前没人想到这一点，但Deepseek 似乎是第一个意识到，即使是一辆不错的车，如果把马力合理分配到车轮上，并装上更好的轮胎，也能跑得更快。

richardrestall8592
Nvidia is still selling A-series and H-series cards, probably to large institutional investors who do not understand Deep Seek. Once everyone learns to attack compute problems with software refinement, as Deep Seek did, then the need for hardware will shrink along with Nvidia profits.
Good for the planet because the data-centre footprint is ginormous in water and power and ultimately impossible to meet.

英伟达仍在出售A系列和H系列显卡，可能买主是那些不了解Deepseek 的大型机构投资者。一旦大家都像Deepseek 那样，学会通过优化软件来解决计算问题，那么对硬件的需求就会减少，英伟达的利润也会随之降低。

这对地球来说是件好事，因为数据中心在水和电力方面的消耗巨大，而且最终是难以持续满足的。

stephentan7881
Invest in talents and share technology as well as profits: it hits the American capitalists right between the eyes.

投资人才，分享技术和利润：这可真是一针见血地刺痛了美国资本家。

outforbeer
I don’t understand,deep seek is just making a software that utilise older hardware better and be more efficient. It doesn’t mean newer hardware with same software won’t be even better.
It’s like installing Linux on older pc. It’s fast but Linux still work even better on newer pc

我不明白，Deepseek 不过是开发了一款能更好地利用旧硬件、提高效率的软件。但这并不意味着同样的软件在新硬件上不会有更好的表现。

这就好比在旧电脑上安装Linux系统，它运行起来速度很快，但Linux系统在新电脑上运行得甚至会更好。

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