DeepSeek Has ~20,000 H-Class GPUs and Wants More: 'Cash Into Nvidia Cards Beats Bank'
teortaxesTex · x · 2026-11-13
teortaxesTex mocks China stans who deny DeepSeek's NVIDIA reliance: there's no evidence DeepSeek has ever trained anything on non-NVIDIA hardware — they're among the world's best at using NVIDIA GPUs and will buy as many as they can.
The quoted interview excerpt reveals:
- DeepSeek currently holds roughly 20,000 H-equivalent GPUs, most arrived recently; another large batch, mostly Nvidia, is coming in the next few months
- GPU strategy: "the more the better" within what they can afford — buy as many as possible at reasonable prices
- Finishing the funding within six months would be "bliss," but GPUs are hard to get and expensive
- Their math: bank deposits yield 2%, Nvidia cards pay back in about ten months, so they'd convert all cash to cards "without hesitation" and even pay a premium, generating cash flow via services afterward
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