# DeepSeek 走向重资产自建基础设施

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-06-11 01:00
- AIHOT 分数：63
- AIHOT 链接：https://aihot.virxact.com/items/cmq8car9i0159slldp4wowsgg
- 原文链接：https://x.com/SemiAnalysis_/status/2064754504294129734

## AI 摘要

DeepSeek 正走向重资产模式。

6 月 9 日，该公司发布了 IDC 规划工程师的招聘信息，该职位明确涉及兆瓦级到吉瓦级基础设施的设计与交付。这紧随其 4 月在内蒙古乌兰察布招聘数据中心运维工程师。综合来看，这是 DeepSeek 首次完全展露其自持算力基础设施而非仅租赁的意图。

## 正文

DeepSeek is going heavy-asset.

On June 9， the company posted an opening for IDC planning engineers， a role explicitly scoped to the design and delivery of MW-to-GW scale infrastructure. It follows April's hiring of data center O&M engineers in Ulanqab， Inner Mongolia. Taken together， this is the first time DeepSeek has fully shown its hand on owning compute infrastructure rather than just renting it.