A transcript of DeepSeek founder Liang Wenfeng's investor meeting has revealed several rare insights into the company's strategy. 1.DeepSeek believes large models can recover costs within 10 months and argues that excessive pricing is unnecessary. Liang sees significant room for further price cuts. 2.Since V3， DeepSeek has reduced reliance on Nvidia's ecosystem through its TileLang compiler and plans deeper integration with domestic chips， which he expects to become usable within a year. 3.Huawei's Ascend 950 supernode could eventually match Nvidia's GB200/GB300， even at twice the price. 4.However， Huawei's biggest challenge is capacity： DeepSeek reportedly received about 16，000 cards， while major Chinese internet firms may need hundreds of thousands.
X.PIN@thexpin · XDeepSeek 创始人梁文锋在投资者会议上透露，大模型可在 10 个月内回收成本，且仍有大幅降价空间。自 V3 起，DeepSeek 通过 TileLang 编译器减少对英伟达生态的依赖，计划一年内深度集成国产芯片。他认为华为昇腾 950 超节点性能最终可媲美英伟达 GB200/GB300，但华为产能是最大瓶颈——DeepSeek 仅收到约 16,000 张卡，而国内互联网巨头需求或达数十万张。
A transcript of DeepSeek founder Liang Wenfeng's investor meeting has revealed several rare insights into the company's strategy. 1.DeepSeek believes large models can recover costs within 10 months and argues that excessive pricing is unnecessary. Liang sees significant room for further price cuts. 2.Since V3， DeepSeek has reduced reliance on Nvidia's ecosystem through its TileLang compiler and plans deeper integration with domestic chips， which he expects to become usable within a year. 3.Huawei's Ascend 950 supernode could eventually match Nvidia's GB200/GB300， even at twice the price. 4.However， Huawei's biggest challenge is capacity： DeepSeek reportedly received about 16，000 cards， while major Chinese internet firms may need hundreds of thousands.