DeepSeek can't buy more compute — everything is spoken for, says analyst
teortaxesTex · x · 2026-09-11
An analyst argues DeepSeek cannot spend more on compute because there simply isn't more to buy — everything is spoken for — and its data spending headroom may also be limited. By contrast Meta and peers can scale both. The quoted take: if data is marginally more useful than compute, data-moat companies benefit, a mildly bearish signal for AI compute capex.
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