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 (Dylan Patel/SemiAnalysis)

Dylan Patel / 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 …