DeepSeek's Silicon Gambit: Chip War 2.0
The AI lab that wiped $1T from Nvidia's valuation is now building its own silicon. U.S. export controls accelerated exactly what they were designed to prevent. Jensen should be worried.
Tagged: export-controls
DeepSeek Just Torched Nvidia's Entire Sales Deck
DeepSeek's efficiency-first approach is undermining Nvidia's core pitch: that you need ever-more GPUs. With R1 trained for $5.6M on export-controlled H800s, the Blackwell sales deck just got significantly harder to close.
CHINA'S AI MODELS ARE EATING OPENAI'S LUNCH
DeepSeek, Qwen, and Kimi match GPT-4 and Claude for pennies. Export controls didn't slow China — they made it leaner, meaner, and open-source.