DeepSeek says it has about 20,000 H-equivalent compute cards and will keep buying NVIDIA GPUs
ShakeelHashim · x · 2026-07-23
A quoted memo from DeepSeek founder and CEO Liang Wenfeng’s four-hour investor call highlights how the company is thinking about compute and expansion.
- Liang says the biggest gap with U.S. rivals is not personnel, but resources.
- DeepSeek says it has about 20,000 H-equivalent compute cards today, with more machines still arriving.
- The company plans to keep buying GPUs aggressively, mainly NVIDIA systems, as long as prices remain reasonable.
- The notes frame compute as the key constraint and suggest the company will spend its financing as fast as it can on hardware.
Related event: Leaked Call Claims DeepSeek Operates with ~20K H100 GPUs(3 posts)→
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