Wall St Engine on X: "DeepSeek CEO Liang Wenfeng told investors that using more domestic chips for AI training is now a major priority, with Huawei expected to begin deliveries as early as Q4. Note: DeepSeek is training a 2T-parameter model and plans to eventually build an 8T-parameter model." / X
Wall St Engine on X: "DeepSeek CEO Liang Wenfeng told investors that using more domestic chips for AI training is now a major priority, with Huawei expected to begin deliveries as early as Q4. Note: DeepSeek is training a 2T-parameter model and plans to eventually build an 8T-parameter model."
DeepSeek CEO Liang Wenfeng told investors that using more domestic chips for AI training is now a major priority, with Huawei expected to begin deliveries as early as Q4. Note: DeepSeek is training a 2T-parameter model and plans to eventually build an 8T-parameter model.
DeepSeek CEO Liang Wenfeng told investors that using more domestic chips for AI training is now a major priority, with Huawei expected to begin deliveries as early as Q4. Note: DeepSeek is training a 2T-parameter model and plans to eventually build an 8T-parameter model.
DeepSeek prioritizing domestic chips with Huawei deliveries as early as Q4, while training toward 2T then 8T parameters, is a supply-chain CapEx decision first. Export controls show up as wafer and interconnect lead times, not just model cards.