DeepSeek might not be as disruptive as claimed, firm reportedly has 50,000 Nvidia GPUs and spent $1.6 billion on buildouts
www.tomshardware.com
The fabled $6 million was just a portion of the total training cost.
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The original was posted on /r/wallstreetbets by /u/superdookietoiletexp on 2025-02-02 22:58:30+00:00.

“[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.