“DeepSeek . . . reportedly has 50,000 Nvidia GPUs and spent $1.6 billion on buildouts”

“[I]ndustry analyst firm SemiAnalysis reports that the company behind DeepSeek incurred $1.6 billion in hardware costs and has a fleet of 50,000 Nvidia Hopper GPUs, a finding that undermines the idea that DeepSeek reinvented AI training and inference with dramatically lower investments than the leaders of the AI industry.”

I have no direct positions in NVIDIA but was hoping to buy a new GPU soon.