Skeptical math: DeepSeek unlikely to profit on Huawei hardware vs Liang's 10-month payback target
teortaxesTex · x · 2026-09-27
After extensive calculations, the poster relays skepticism that DeepSeek can turn a profit on any reasonable timescale using Huawei hardware — let alone the 10-month payback target set by Liang. The core factor is accelerator cost, though the throughput estimates are also questioned.
Related event: Analyst Questions DeepSeek's Profitability on Huawei Chips(2 posts)→
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