# DeepSeek

> Markdown twin of https://roboterminal.app/companies/deepseek · https://roboterminal.app/companies/deepseek.md

## Key numbers

- **Claimed raise:** $7.4billion
  - _"A June 2026 close raised approximately $7.4 billion at a post-money valuation above $50 billion."_
  - Source: @AtMapshock on X
- **Claimed valuation:** $75billion
  - _"The Hangzhou-based AI startup is raising new funding at a potential $75 billion valuation"_
  - Source: @Newsforce on X

## On shared sources

- [Anthropic](https://roboterminal.app/companies/anthropic) (23)
- [OpenAI](https://roboterminal.app/companies/openai) (17)
- [Moonshot AI](https://roboterminal.app/companies/moonshot-ai) (16)
- [Alibaba](https://roboterminal.app/companies/alibaba) (15)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (14)
- [Huawei](https://roboterminal.app/companies/huawei) (12)
- [Tencent](https://roboterminal.app/companies/tencent) (9)
- [Meta](https://roboterminal.app/companies/meta) (6)
- [MiniMax](https://roboterminal.app/companies/minimax) (6)
- [Xiaomi](https://roboterminal.app/companies/xiaomi) (6)
- [Unitree](https://roboterminal.app/companies/unitree) (5)
- [Alibaba Group](https://roboterminal.app/companies/alibaba-group) (4)
- [ByteDance](https://roboterminal.app/companies/bytedance) (4)
- [Citic Securities](https://roboterminal.app/companies/citic-securities) (4)
- [Hugging Face](https://roboterminal.app/companies/hugging-face) (4)
- [Zai](https://roboterminal.app/companies/zai) (4)
- [AMD](https://roboterminal.app/companies/amd) (3)
- [Fable](https://roboterminal.app/companies/fable) (3)
- [Google](https://roboterminal.app/companies/google) (3)
- [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (3)
- [StepFun](https://roboterminal.app/companies/stepfun) (3)
- [vLLM](https://roboterminal.app/companies/vllm) (3)
- [AgiBot](https://roboterminal.app/companies/agibot) (2)
- [CATL](https://roboterminal.app/companies/catl) (2)
- [Cline](https://roboterminal.app/companies/cline) (2)
- [CXMT](https://roboterminal.app/companies/cxmt) (2)
- [Github](https://roboterminal.app/companies/github) (2)
- [Micron](https://roboterminal.app/companies/micron) (2)
- [Mistral](https://roboterminal.app/companies/mistral) (2)
- [OpenRouter](https://roboterminal.app/companies/openrouter) (2)
- [Vercel](https://roboterminal.app/companies/vercel) (2)
- [X Square Robot](https://roboterminal.app/companies/x-square-robot) (2)
- [xAI](https://roboterminal.app/companies/xai) (2)
- [Zhipu](https://roboterminal.app/companies/zhipu) (2)
- [a16z](https://roboterminal.app/companies/a16z) (1)
- [Ant Group](https://roboterminal.app/companies/ant-group) (1)
- [Apple](https://roboterminal.app/companies/apple) (1)
- [Baseten](https://roboterminal.app/companies/baseten) (1)
- [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (1)
- [BYD](https://roboterminal.app/companies/byd) (1)
- [Cerebras](https://roboterminal.app/companies/cerebras) (1)
- [China National Petroleum](https://roboterminal.app/companies/china-national-petroleum) (1)
- [China Southern Power Grid](https://roboterminal.app/companies/china-southern-power-grid) (1)
- [China Telecom](https://roboterminal.app/companies/china-telecom) (1)
- [Deep Robotics](https://roboterminal.app/companies/deep-robotics) (1)
- [DJI](https://roboterminal.app/companies/dji) (1)
- [Exa](https://roboterminal.app/companies/exa) (1)
- [Galbot](https://roboterminal.app/companies/galbot) (1)
- [Groq](https://roboterminal.app/companies/groq) (1)
- [Hyundai Motor Group](https://roboterminal.app/companies/hyundai-motor-group) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Leju Robotics](https://roboterminal.app/companies/leju) (1)
- [Lenovo](https://roboterminal.app/companies/lenovo) (1)
- [LimX Dynamics](https://roboterminal.app/companies/limx) (1)
- [Liquid AI](https://roboterminal.app/companies/liquid-ai) (1)
- [Magnitude AI](https://roboterminal.app/companies/magnitude-ai) (1)
- [McKinsey](https://roboterminal.app/companies/mckinsey) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [MIT](https://roboterminal.app/companies/mit) (1)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1)
- [National Council for Social Security Fund](https://roboterminal.app/companies/national-council-for-social-security-fund) (1)
- [Ollama](https://roboterminal.app/companies/ollama) (1)
- [Oracle](https://roboterminal.app/companies/oracle) (1)
- [Perplexity](https://roboterminal.app/companies/perplexity) (1)
- [RadixArk](https://roboterminal.app/companies/radixark) (1)
- [RunAnywhere](https://roboterminal.app/companies/runanywhere) (1)
- [Shanghai Ai Lab](https://roboterminal.app/companies/shanghai-ai-lab) (1)
- [SMIC](https://roboterminal.app/companies/smic) (1)
- [SpaceX](https://roboterminal.app/companies/spacex) (1)
- [Tencent Holdings](https://roboterminal.app/companies/tencent-holdings) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)
- [Thinking Machines](https://roboterminal.app/companies/thinking-machines) (1)
- [Tirtha](https://roboterminal.app/companies/tirtha) (1)
- [TSMC](https://roboterminal.app/companies/tsmc) (1)
- [Winverse AI](https://roboterminal.app/companies/winverse-ai) (1)

## Pulse

- [@stretchcloud on X](https://x.com/stretchcloud/status/2113284242993996063)
  95.4% accuracy and $5.63 per 1,000 correct tool calls sits right next to 95.4% accuracy and $1.50 per 1,000 correct tool calls on the same benchmark. Same task, same pass rate, 3.75x the bill. That's …
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2113271753426243757)
  ‘Jensen’s nightmare’: Huawei, DeepSeek narrow AI chip ecosystem gap with Nvidia DeepSeek is likely to rely ‘primarily’ on Huawei’s ‘already mature and well developed’ technology stack as domestic semi…
- [@tphuang on X](https://x.com/tphuang/status/2113223972170956860)
  I swear, we do this every 3 months. "Chinese models are falling hopelessly behind. They don't have enough compute". And then they release their new models "Oh, they are caught up. Need to ban them". W…
- [@tphuang on X](https://x.com/tphuang/status/2113222301978177558)
  Implication of such heavy hitters investing in DeepSeek is not only DS being used by these corporations on a large scale in their physical or digital products, but also additional data coming in for D…
- [@rimtoln on X](https://x.com/rimtoln/status/2113179899322061125)
  IT IS BECOMING F*CKING DANGEROUS: GROK BOT EATS GPT, CLAUDE, GEMINI, LLAMA, DEEPSEEK AND MISTRAL One prompt and Grok 4.7 reads X in real time, holds 500k tokens and bills $2 in / $6 out per 1M. I poin…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2113168225017938318)
  Every agent calling a search API right now is quietly repaying the same tax: it re-reads pages, re-runs extraction, and re-burns tokens on page structure that hasn't changed since last Tuesday. Artifi…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2113141805583921355)
  China's AI stocks are getting HIT in Hong Kong today. The Hang Seng Tech Index fell about 4% to around 3,834, while the Hang Seng Index dropped almost 3%. According to Chinese media, AI model makers M…
- [@Newsforce on X](https://x.com/Newsforce/status/2113133289980531103)
  🇨🇳 Chinese AI company DeepSeek has reportedly raised nearly $15 billion in a major push to challenge American AI. The funding includes backing from Tencent, the company behind WeChat, and CATL, a le…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2113125696189112537)
  DeepSeek did not raise roughly $15 billion, about 100 billion yuan from CATL and Tencent, to build a better chatbot. That round is one of the largest in Chinese tech history, Bloomberg is calling it a…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2112965533754675280)
  Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend, AICPU, Tilelang Ascend https://t.co/3j3AvY17wC
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112867451381711328)
  DeepSeek seeks ‘total victory’ with new open-source tool to slash AI cost Open-source DeepInfer framework designed to make AI models cheaper and more efficient to deploy, Chinese start-up says https:/…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112866410338910701)
  China says US' DeepSeek ban disregards Xi-Trump consensus @pstAsiatech In runup to major US China AI dialogue, perhaps most important bilateral meeting ever, was this really priority? https://t.co/Wrp…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2112849877696958782)
  NVIDIA already has TensorRT-LLM. It also has Dynamo. This week it shipped a third local inference server anyway, and the part worth sitting with is why. Flare runs on Rust, not Python, and it's built …
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112796530826674627)
  DeepSeek just gave away the engine it uses to run its own models. The Chinese lab open sourced DeepInfer, the inference framework behind DeepSeek V4.1 Flash, under the free Apache 2.0 license. It runs…
- [@kyleichan on X](https://x.com/kyleichan/status/2112708813413318851)
  DeepSeek teaching other Chinese AI labs how to do AI inference ultra-efficiently at scale—and on Huawei 950 AI chips. https://t.co/TYk6J5Rc8r
- [@stretchcloud on X](https://x.com/stretchcloud/status/2112573053477728345)
  Model weights are free. Running them at scale cheaply is not, and that's the part DeepSeek open sourced for everyone this week. DeepInfer is the inference engine serving DeepSeek V4.1 Flash in product…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112571489207902649)
  How DeepSeek Is Shaping Huawei’s AI Chips in a Growing Challenge to Nvidia https://t.co/14bK0k2Pse
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2112347284713148746)
  ALERT🚨: SGLANG JUST MERGED MEGAKERNEL SUPPORT, GETTING CLOSE TO 1000 tok/s/user on the GB300 NVL72 AgentX Harness & increasing interactivity by 1.5x on MI355X too! Great work by the SGLang, RadixArk,…
- [@Newsforce on X](https://x.com/Newsforce/status/2112288841541316851)
  🇨🇳Chinese AI startup @deepseek_ai is working with @Huawei to design custom AI chips for its models in a push to train advanced systems without relying on @Nvidia. Huawei engineers have been statione…
- [@kyleichan on X](https://x.com/kyleichan/status/2112246620641456628)
  DeepSeek is planning to use Huawei Ascend 950DT chips for pre-training “as soon as the end of this year” and will receive “most of the supply of the Ascend 960DT” next year, according to The Informati…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112216193813942328)
  According to The Information, DeepSeek is working with Huawei to help shape the design of Huawei's future AI chips, in a direct push to challenge $NVDA. Last month DeepSeek released open source progra…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112202417609511086)
  US banning Chinese AI DeepSeek from government agency IT systems Predicted this months ago.... DHS also said use of DeepSeek by government agencies "could produce actionable ​intelligence on US person…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2112000243629691081)
  Intel's CEO, Lip-Bu Tan, said China could catch up to U.S. semiconductor technology within 5-10 years. Regarding AI, he cited Moonshot AI's and DeepSeek as not technologically inferior to Anthropic or…
- [@kyleichan on X](https://x.com/kyleichan/status/2110565740629602714)
  The big question in China’s robotics industry: “Will general AI models eat up robotics? Many in China’s robotics industry are watching closely as US general-purpose models like Astra, Fable, and Gemin…
- [@HumanoidAn on X](https://x.com/HumanoidAn/status/2109947930732036601)
  𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2109707598924857602)
  DeepSeek aims to lead the first round of investment for a months-old startup building AI for robots, deploying capital from its own $12 billion-plus financing to help bankroll one of the tech industry…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2109319657379279247)
  I think Gavin's correct. Open-weight models that compress frontier margins are positive for AI infra -- they don't shrink demand for compute. An example is after Deepseek R1, Tencent, Alibaba and Byte…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2108370360957616621)
  a16z's chart made the crossover visible: agent token use passed human token use on OpenRouter back in February, and by August agents were burning 7.3 trillion tokens against 1.4 trillion for humans, r…
- [@kyleichan on X](https://x.com/kyleichan/status/2108243962158895171)
  Microsoft showing off the ability to run DeepSeek V4 Flash locally on a Surface laptop. “It’s possible to bring more of the frontier to your PC.” https://t.co/1z7P7pyRol
- [@stretchcloud on X](https://x.com/stretchcloud/status/2102200707541540958)
  The pattern I keep seeing this month: once a model layer commoditizes, the fight moves one layer down to whoever serves it fastest. RunAnywhere, a YC W26 company, launched Wally this week, an inferenc…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2102195674527809731)
  My read on Xiaomi shipping MiMo-V2.6-Pro this week: the real story isn't the benchmark score. It's who is now capable of putting up that score. Xiaomi, a phone and appliance company, published MiMo-V2…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2102170760244826185)
  Another Chinese lab just gave away a trillion parameter model for free, and the market barely blinked because it's the fourth time this year. Xiaomi open sourced MiMo-V2.6 today: two natively omnimoda…
- [@tphuang on X](https://x.com/tphuang/status/2102163622642257934)
  Given that HW has been very open about working with DeepSeek & also very open about 10T class model next yr, why are ppl making a big deal out of report that DS may be using Ascend to train 8T model? …
- [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2102123398230954053)
  a few notable open model releases *since* this interview of @dylan522p by the way :) Thinking Machines - Inkling - Jul 15 Moonshot - Kimi K3 - Jul 16, weights Jul 26/27 inclusionAI - Ling 3.0 Flash - …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101823732125757463)
  Every agent re-read of a page costs tokens.When an agent fans out into sub-agents, each one needs web data. The naive approach: each sub-agent calls the page, feeds it to the model, extracts what it n…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101803590587498924)
  Frontier agentic performance just hit $1 per million. StepFun launched Step 5 Preview today. 600B total parameters, 27B active per token. 1M context. $1 per million input tokens. That is 10 to 20x che…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101587164534542388)
  Open models just took 78% of all tokens. Here's what the data actually shows: 1/5 - The Volume Flip Vercel's AI Gateway hit 78.4% open-model token share on September 18. In June it was roughly 40%. Th…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101486501217649137)
  Open model adoption just hit a tipping point. Here's what that means for builders: 1/5 - The Volume Evidence 78.4% of tokens on Vercel's AI gateway run on open models. That's not a survey. That's prod…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101456302279119022)
  Cache hit rates are the new benchmark. DeepSeek Harness is hitting 99% cache hit rates in production. The mechanism: KV cache prefix caching combined with append-only sessions. When you architect sess…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101416041717137617)
  Open source just shipped a 744B agentic model. Shanghai AI Lab released Atria Dawn Preview on September 11 with no blog post, no pricing announcement, and no press release. Just a Hugging Face commit …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101033516419211647)
  A new agentic open-weights model drops Tuesday. 3x cheaper than DeepSeek Flash. 15% better on long agentic loops. Available on RouteLLM API and on the coding agent. Designed for 90% of coding tasks. M…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2100958835443732677)
  Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloading New Model Architecture Implications for TAM of DRAM/NVMe, DeepSeek V4.1 Flash, AgentX, InferenceX, NVMe experiments https://t.co/…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2100765669692412259)
  AI & Tech Brief: Exclusive | Ro Khanna seeks to pace Chinese frontier AI The top Democrat on the CCP select committee is asking DeepSeek and Alibaba to pace frontier AI https://t.co/Z1PMXgxJLB
- [@stretchcloud on X](https://x.com/stretchcloud/status/2100145162878177484)
  98% of GPT-6 Astra's benchmark performance. 1.4% of the cost. That's what OpenDesign found when they benchmarked DeepSeek V4.1 Flash on everyday design tasks. Every other model in the comparison score…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2099957929130553350)
  OpenRouter just published a data point I keep coming back to: for the first time in 2.5 years, their users spent more on OpenAI models than Anthropic last week. Anthropic's share on OpenRouter has fal…
- [@tphuang on X](https://x.com/tphuang/status/2099862836855886249)
  When trying to forecast where LLMs are going in China, it's important to hear what supply chain is saying. Today, HW said that 10T param models will be baseline for LLMs in near future. As such, 100k+…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2099746787905122721)
  The inference layer just got a native desktop. Cline shipped Cline Desktop this week: a standalone app for open-weight models, not just a VS Code extension. ClinePass at $9.99/month gets you DeepSeek …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2099716085658325426)
  DeepSeek just shipped deepseek-harness under MIT and the architecture is striking. Every component of the agent loop is a swappable plugin: model, tools, sandbox, UI, and the agent loop itself. Want C…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2099620455996920003)
  Coding agents just split into two permanent tiers. Cline Desktop shipped today: native macOS interface for working with open weights models. ClinePass provides access to DeepSeek-V4.1-Flash, Musespark…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2099613906222346629)
  DeepSeek is now pricing inference by time of day: $0.30/$1.20 per million input/output tokens at peak, $0.15/$0.60 off-peak. From Sept 14, deepseek-v4-pro requests route to V4.1-Flash at Flash rates u…
- [@AtMapshock on X](https://x.com/AtMapshock/status/2099604452390887715)
  DeepSeek's appointment of Yan Wentao as its first CFO on September 14, 2026, combined with its engagement of CITIC Securities one week earlier, confirms with HIGH confidence that the Hangzhou-based AI…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2099601970768322608)
  DeepSeek says V4.1-Flash needs one-quarter the HBM and one-eighth the SSD of its previous architecture for the KV cache. Not the model, not training: KV cache only. Micron booked $13.77B in cloud memo…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2098680511900299356)
  The efficiency trajectory in open-weight models just made the cost-performance chart look different. DeepSeek V4.1 Flash: 552B total parameters, 8B active via MoE routing. Beats a 1.6T model at 4x low…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2098618867035557984)
  POWER OF CUDA MOAT ALERT🚨: 2 days after CUDA vLLM supported DeepSeekv4.1 Flash, AMD finally publicly released its DeepSeek v4.1 Flash image. Functionally, it works out of the box, but performance-wis…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2098534801783635996)
  The benchmark race is converging. DeepSeek V4.1 Flash, Claude Opus 5, GPT-5.6 Sol — all within 1-2 points on agentic evals. The differentiation is moving to workflow tooling: harness design, caching s…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2098509635900563512)
  DeepSeek V4.1 Flash: 74.2 on DeepSWE v1.1. Beats Claude Opus 5 (74.0) and GPT-5.6 Sol (73.0). $0.003/M cached off-peak, $0.60/M output. 30x lower recorded agent cost vs frontier. Agents read the same …
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098508541455929703)
  Anthropic says Chinese labs routed at least 35 million user requests to Claude over the summer via thousands of fake accounts, naming DeepSeek, Moonshot and Alibaba. This is Anthropic's account; the l…
- [@kyleichan on X](https://x.com/kyleichan/status/2098426765832040599)
  From Anthropic's new distillation accusations against Chinese AI labs: - Fable wasn't used for distillation. Zai tried but failed. This means Anthropic can stop distillation with sufficiently strong g…
- [@kyleichan on X](https://x.com/kyleichan/status/2098224382397022545)
  In China, each industry has at least one company that’s the ultimate cost-cutting maniac, squeezing every yuan out of the supply chain and putting pressure on all other players. DeepSeek -> AI BYD -> …
- [@stretchcloud on X](https://x.com/stretchcloud/status/2098221990461284715)
  The Anthropic threat report published today is the clearest public accounting I've seen of how Chinese AI companies are systematically distilling from US frontier models. The specific Moonshot AI case…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098121867773325603)
  DeepSeek V4.1-Flash: 552B backbone, 8B active per token at prefill, 16B at decode. Global KV cache is 890 bytes per token, about a quarter of V4-Flash and 1/437 of V1. Context to 1M tokens, trained on…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2098111764013502969)
  The next 18 months will define whether capability or openness wins as the primary differentiator in the model layer. Right now, DeepSeek is arguing it doesn't have to be a trade-off. https://t.co/DGs7…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2098086602467885256)
  Every time I think we've found the cost floor for inference, DeepSeek lowers it again. DeepSeek V4.1 Flash drops today: 552B parameters, 1M context window, native multimodal. And the pricing is legiti…
- [@tphuang on X](https://x.com/tphuang/status/2098071881236582747)
  Reminder that DeepSeek is fully using ascend chips for post training which means they will have a lot more compute coming to make this happen. If there is anything we learnt, it would be that they are…
- [@TheRundownAI on X](https://x.com/TheRundownAI/status/2098070606528889033)
  DeepSeek V4.1 Flash is here, and DeepSeek calls it "the smallest model in our new architecture family," with a V4.1-Pro still to come. It beats GPT-5.6 Sol and Claude Opus 5 on several agentic, coding…
- [@tphuang on X](https://x.com/tphuang/status/2098052210433134759)
  Zai & Moonshot need to speed up their releases. DeepSeek took a while to get this top notch V4 architecture up & their CPT & post training pipeline since then has been great. Ppl like me will move exc…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2098031234345804178)
  DeepSeek just launched V4.1-Flash, the smallest model in their new architecture family. But the architecture change underneath it is the story. The Causal Encoder-Decoder split: 8B active parameters f…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2098017781367091420)
  Congrats to @deepseek_ai on releasing DeepSeek-V4.1-Flash! > 552B backbone, with a causal encoder-decoder activating just 8B params at prefill, 16B at decode > 196B Engram memory accessed through spar…
- [@kyleichan on X](https://x.com/kyleichan/status/2097997953499557950)
  DeepSeek, more than anyone else, has been relentless in pushing the frontier of efficiency. Their newest model has an innovative new architecture that cuts down on the computational cost of processing…
- [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2097982062808428751)
  The new DeepSeek V4.1 Flash model is mindblowing - back on top of the open-source model leaderboard and extremely cheap. It has a lot of very smart ways to be efficient and highly capable so I made a …
- [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2097979254256390593)
  As always with DeepSeek, the new model V4.1 Flash have a lot of very smart ways to be efficient and highly capable Here is a detailed video of the forward pass to give you a view of what going on insi…
- [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2097964582736155092)
  don't get distracted by all the hedging words in its name ("flash", minor version): seems like DeepSeek V4.1 Flash is a major update weights at: https://t.co/SzXY8BGzIa paper at: https://t.co/eQmBJAU4…
- [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2097964460052783356)
  don't get distracted by all the hedging words in its name ("flash", minor version): seems like DeepSeek V4.1 Flash is a major update https://t.co/6LGYgnLa77
- [@ricci_nov on X](https://x.com/ricci_nov/status/2097701770659328122)
  NSA, FBI and CISA jointly accuse six Chinese AI firms — DeepSeek, Moonshot AI, Alibaba, MiniMax, StepFun, https://t.co/CaUaiwWiiM — of industrial-scale distillation of US frontier models via APIs, clo…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097680144324333913)
  China's DeepSeek taps CITIC Securities for domestic IPO, sources say https://t.co/KjP8VD3qwP
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097679473130787191)
  DeepSeek fundraising frenzy spawns shadow market New investment round triggers rush of vehicles with escalating fees and five-year lock-ups https://t.co/Ynxb7zBxyi via @ft
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097657792513376348)
  DeepSeek to hire 150 engineers as AI race shifts to systems, applications Agent elastic computing engineers are split between platform development and underlying systems, according to Cui Tianyi, head…
- [@tphuang on X](https://x.com/tphuang/status/2097630236594618460)
  DeepSeek will launch V4.1 Flash around 9/10 w/ every aspect/score above V4 Pro. As such, Flash will completely replace Pro on DS platform b4 V4.1 Pro comes online. Quite interesting, since in my limit…
- [@Newsforce on X](https://x.com/Newsforce/status/2097592089819463706)
  🇨🇳 DeepSeek is reportedly preparing for an IPO on Shanghai’s STAR Market, with CITIC Securities hired to begin the listing process before the end of the year. The Hangzhou-based AI startup is raisin…
- [@tphuang on X](https://x.com/tphuang/status/2097098391289495825)
  DeepSeek will easily have 500k chips, likely closer to 1m chips once its DC is fully built out. Curious part is this order px that got reported. I've always expected HW chips to be cheaper than Nvidia…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2097089530927235517)
  Open weights are not the same as cheap serving. Alibaba's Qwen 3.8-Max, 2.4T parameters with 95B active, is estimated to need 48-64 B200-class GPUs to serve. DeepSeek's V4 Flash, 284B, fits in about 1…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096990589690519890)
  And then DeepSeek, Moonshot, Zhipu, Alibaba...then Tencent, Bytedance, Minimax, Xiaomi.... https://t.co/QlG3ehFkDq
- [@ricci_nov on X](https://x.com/ricci_nov/status/2096396826081669632)
  DeepSeek has reportedly ordered 160,000 Huawei Ascend 950DT chips rather than Nvidia H20s, with Nvidia said to be writing China off, per Wccftech. Unconfirmed. If the order is real, China's compute qu…
- [@kyleichan on X](https://x.com/kyleichan/status/2095883832880771074)
  Huawei is capacity constrained on its latest Ascend 950DT AI chips for now. But DeepSeek and other top Chinese AI labs are preparing for domestic AI chip production to ramp up significantly before too…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095839217322463709)
  DeepSeek plans to deploy at least 160,000 of Huawei’s top accelerators at a massive data center it’s building in Inner Mongolia https://t.co/7Bg3eW9m3n
- [@stretchcloud on X](https://x.com/stretchcloud/status/2095339497177444759)
  The benchmark gap that keeps surprising me: on standard coding benchmarks, the top models cluster. On ultra-long horizon coding, the gap blows open. Proximal released FrontierSWE v2 today. 34 real sof…
- [China’s AI Rally Is Real. Most Global Investors Are Missing It.](https://www.ai-supremacy.com/p/chinas-ai-rally-is-real-china-ai-physicalai-ipos-2026)
  How to understand China’s buzzy Physical AI and AI chip IPOs. Behind DeepSeek, humanoid robots and AI chips is a stock market reshaped by semiconductors, supply chains and a new wave of tech momentum.
- [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
  Oops, something went wrong Skip to navigation Skip to main content Skip to right column Unitree Robotics stock soars 460% in Shanghai IPO debut Unitree Robotics stock soars 460% in Shanghai IPO debut·…
- [@antopatrex1 on X](https://x.com/antopatrex1/status/2093020726919938218)
  unitree IPO'd and was oversubscribed 8,000x by retail investors. backed by deepseek and a state oil company. shipped 5,500 humanoids last year. valued at $9B. this is what industrial policy looks like…
- [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
  Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%…
- [Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post](https://x.com/pcdoctor_kam/status/2092172641079537915)
  Edition: International SUBSCRIBE Get unlimited access to the SCMP HIGHLIGHTS Donald Trump’s China policy\\ NEW US-China relations Hong Kong economy News Hong Kong China Economy Asia World Sport This W…

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Source: Roboterminal · https://roboterminal.app/companies/deepseek.md