Megan McArdle
Report suggests that the boring answer to DeepSeek's miraculous feat is that they spent more than they claimed and used high-end chips they're not supposed to have.
Luke de Pulford
So DeepSeek’s miracle claim to have spent just 💵6m unravels. Report by SemiAnalysis says they spent 1.6bn and has tens of thousands of Nvidia GPUs. https://www.taiwannews.com.tw/news/6030380