A quoted interview says the company still hopes to buy chips, not make them
teortaxesTex · x · 2026-07-23
What the post says
The screenshot quotes a discussion about whether the company will vertically integrate into chips. The speaker says they hope not to make chips, and would rather buy chips at reasonable prices than build them in-house.
The broader point is that:
- the company already builds its own clusters
- future chip development depends on whether the return is large enough
- if outside suppliers can provide good hardware at a fair price, there is no need to reinvent everything
- AI is big enough that the company wants to focus on “one piece” of the stack rather than everything
The poster reads this as a contradiction with earlier claims and as another sign that compute scarcity is shaping strategic urgency.
Related event: DeepSeek Founder's Investor Call Reveals AGI Roadmap and Compute Plans(37 posts)→
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