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)→
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