StudioAfter DeepSeek V4.1 Flash 1017, a look at where local models and GPUs head next
Original title: What's everyones thoughts on how models and GPUs progress from here?
The author argues DeepSeek V4.1 Flash 1017 marks a big jump in local capabilities and will drive demand for local AI hardware. He reasons that even with GPUs depreciating 10% a year, a 50-100% productivity gain over 5 years is plausible, but this hinges on open source models, which have mostly come from China; a government ban on open source releases would hurt local AI demand and GPU prices. He expects models near Opus 5.5 level to run on 1017-class hardware within 6 months.
The author offers a framework for valuing local AI hardware: open source model progress and model efficiency gains together shape GPU demand and prices.
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