2025-01-31
“Deepseeks ... main headline being the “$6M” training cost ... is wrong... ” “We are confident their hardware spend is well higher than $500M” Deepeek is not a tiny lab: https://semianalysis.com/...
SemiAnalysis
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 …