DeepGEMM Update and the Efficiency Race

teortaxesTex · x · 2026-07-15

This post discusses another update to DeepGEMM, noting that DeepSeek's efficiency and profit margins are essentially a continuously moving target.

The author points out that while GLM can optimize DSA, the real question is how DeepSeek continues to advance its V4 stack post-deployment. Furthermore, no one knew about DSpark until their paper was published.

The overarching point is that the performance and cost advantages of frontier model companies aren't static; they rely heavily on continuous infrastructure and system optimization.

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