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DeepSeek's AI breakthrough bypasses industry-standard CUDA, uses assembly-like PTX programming instead
(www.tomshardware.com)
This is a most excellent place for technology news and articles.
This specific tech is, yes, nvidia dependent. The game changer is that a team was able to beat the big players with less than 10 million dollars. They did it by operating at a low level of nvidia's stack, practically machine code. What this team has done, another could do. Building for AMD GPU ISA would be tough but not impossible.