DeepSeek’s Wenfeng says 2026 compute spend may stay under RMB 20B
teortaxesTex · x · 2026-07-23
- The post says DeepSeek founder Wenfeng expects the company will not be able to spend more than 20 billion RMB on compute in 2026.
- It also quotes him saying the current largest model activates about 800B parameters, while a comparable train run would require roughly 50,000 GB300s or 200,000 Huawei 950s.
- The broader point is that DeepSeek sees the main gap with the U.S. as compute resources, not talent, and is willing to spend virtually all available capital on GPUs, even at a premium.
Related event: DeepSeek Founder's Investor Call Reveals AGI Roadmap and Compute Plans(37 posts)→
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