Rumor: DeepSeek faces the "Huawei treatment", but Liang may have priced it in
teortaxesTex · x · 2026-11-13
Unverified analysis from teortaxesTex argues that whatever DeepSeek allegedly obtained through "MegaSpeed" is a nothingburger: Wenfeng reportedly assumed he couldn't spend $7.3B on all hardware via any means before end-2026, so he factored this in. The author predicts DeepSeek will get "the Huawei treatment" in 3... 2... — both champions, both targets of US export controls.
Related event: Blogger Predicts Huawei-Style Restrictions Looming for DeepSeek(2 posts)→
More from Companies & People
- Western University reviews $72 AI tutor after student complaints over cost and privacy — Afinetheorem · 2026-11-13
- Ad Tech Stumped by AI While Meta Ships 3 Major Ads AI Innovations in a Year — jonathanmendez · 2026-11-13
- Oxford scholar on Jensen Huang's resignation: the paradox of power — CarissaVeliz · 2026-11-13
- AMD CEO Lisa Su, Jensen Huang's cousin, named Yahoo Finance's 2026 CEO of the Year — Polymarket · 2026-11-13
- Jensen Huang's exit puts Nvidia's open-source AI commitments in question — TechCrunch AI · 2026-11-13
- Compute is going fungible: Anthropic roadshow backs Ben Bajarin's hyperscaler thesis — BenBajarin · 2026-11-13