2025-01-31
SemiAnalysis
4 related
A close look at DeepSeek, which is estimated to have access to ~50K Hopper GPUs, a total server capex of ~$1.3B, and a GPU spend of $500M+ over its history
The DeepSeek Narrative Takes the World by Storm — DeepSeek took the world by storm. For the last week, DeepSeek has been the only topic …
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