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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
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
