DeepSeek seen developing its own ASIC by ~2028-2029, prioritizing city-scale 40-rack serving
teortaxesTex · x · 2026-11-15
Analyst teortaxesTex is bullish on DeepSeek's first-party silicon: a real self-developed ASIC could plausibly launch by 2029. He notes it's a side quest — DeepSeek's priority is likely a high-performance 40-rack solution capable of serving an entire city.
Related event: Analyst Predicts DeepSeek to Launch Its Own ASIC Chip by 2029(2 posts)→
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