DeepSeek reportedly has 50k Nvidia GPUs and spent $1.6B on buildouts

It’s amazing how cheap it is to build these models once you’ve done the easy work of gathering massive capital and domain expertise. It’s almost like there’s some economic phenomena that kicks in once you scale an operation upwards.

> A major differentiator for DeepSeek is its ability to run its own data centers, unlike most other AI startups that rely on external cloud providers. This independence allows for full control over experiments and AI model optimizations. In addition, it enables rapid iteration without external bottlenecks, making DeepSeek highly efficient compared to traditional players in the industry.

Very interesting. So, effectively, their ability to self-host is a big part of what has made them successful.

so does this mean NVDA goes back up now??