DeepSeek outages draw attention; analyst says it needs hundreds of thousands of inference GPUs
teortaxesTex · x · 2026-11-07
tphuang notes DeepSeek outages in China keep making news; as business usage spreads it must improve reliability, which requires backup servers at the cost of efficiency and utilization. teortaxesTex adds that surges will shrink proportionally as market share grows, but DeepSeek will still need hundreds of thousands of inference GPUs to serve near-term demand.
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