DEEPSEEK
Worth a read
Semianalysis publishes investigation into DeepSeek; Its analysis shows that the total server CapEx for DeepSeek is almost $1.3B and $6M figure training cost of DeepSeek V3 is wrong; Believe DeepSeek has access to around 50,000 Hopper GPUs, which is not the same as 50,000 H100
"Our analysis shows that the total server CapEx for DeepSeek is almost $1.3B, with a considerable cost of $715M associated with operating such clusters... DeepSeek’s price and efficiencies caused the frenzy this week, with the main headline being the “$6M” dollar figure training cost of DeepSeek V3. This is wrong
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