Teortaxes predicts DeepSeek could launch its own ASIC by ~2029, prioritizing city-scale 40-rack inference over consumer devices
teortaxesTex · x · 2026-11-15
TeortaxesTex speculates that by around 2029 DeepSeek may be strong enough to legitimately launch its own self-developed consumer ASIC—rather than an off-brand DGX Spark clone. He notes this would be a side quest: DeepSeek would prefer building a highly performant 40-rack solution capable of serving inference for an entire city.
Related event: Analyst Predicts DeepSeek to Launch Its Own ASIC Chip by 2029(2 posts)→
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