DeepSeek’s hardware quadrant would be notable, and Alibaba also has its own chips
teortaxesTex · x · 2026-07-22
A short industry take argues that DeepSeek eventually showing up in the "Accelerator Hardware" quadrant would be remarkable, and notes that Alibaba also has its own chips.
The post does not add new facts, but it highlights two relevant signals:
- DeepSeek being associated with hardware infrastructure expectations.
- Alibaba having in-house chip efforts, reinforcing the idea that major AI players are pursuing their own silicon stacks.
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