Leaked DeepSeek transcript says the company has only 20,000 H-equivalent cards
fiiiiiist · x · 2026-07-24
- A leaked transcript of DeepSeek CEO Liang Wenfeng says the real gap with the US is resources, especially compute.
- Liang says DeepSeek has only about 20,000 H-equivalent cards, much of it arriving only in the last 1–2 months, and that the company is expanding compute aggressively this year.
- He also says DeepSeek still prefers NVIDIA chips over Chinese alternatives, and implies the company is willing to buy non-compliant chips at a premium if needed.
- The post notes the evidence is based on a transcript; the original audio has not surfaced.
Related event: Leaked Call Claims DeepSeek Operates with ~20K H100 GPUs(3 posts)→
More from Companies & People
- Fmr. OpenAI Design Head Ian Silber, Who Led ChatGPT and Codex, to Speak at SPC — soleio · 2026-10-26
- Silicon Valley breakdown: five Stanford-area giants worth ~$18T — FinanceYF5 · 2026-10-26
- User suspects X's bundled Grok subscription boosted tweet reach amid algorithm change rumors — talkaboutdesign · 2026-10-26
- "RIP Claude + Chrome": developer flags the end of Anthropic's browser integration — damienghader · 2026-10-26
- a16z podcast: Diode pairs AI PCB design with Brooklyn factory to revive US hardware manufacturing — MattPerault · 2026-10-26
- Vercel Ships 12 New Products at Its 2026 Conference as It Races Rivals for the Agent Entry Point — FinanceYF5 · 2026-10-26