SemiAnalysis: DeepSeek has spent "well over $500M on GPUs over the history of the company"; TechInsights says it doesn't see DeepSeek as "a big hit to Nvidia" (Financial Times)

Financial Times: SemiAnalysis: DeepSeek has spent “well over $500M on GPUs over the history of the company”; TechInsights says it doesn't see DeepSeek as “a big hit to Nvidia”  —  Short sellers profit as US chipmaker loses nearly $600bn in market value on Monday

Jan 28, 2025 - 14:04
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SemiAnalysis: DeepSeek has spent "well over $500M on GPUs over the history of the company"; TechInsights says it doesn't see DeepSeek as "a big hit to Nvidia" (Financial Times)

Financial Times:
SemiAnalysis: DeepSeek has spent “well over $500M on GPUs over the history of the company”; TechInsights says it doesn't see DeepSeek as “a big hit to Nvidia”  —  Short sellers profit as US chipmaker loses nearly $600bn in market value on Monday