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 …
