$ cat wiki/entities/deepseek.md
DeepSeek
Latest
- 2026-07-24
Leaked investor transcript — Liang Wenfeng on China's compute bottleneck
2026-07-16 (mid-July GA): DeepSeek V4 officially transitions from preview (launched April 24) to GA; peak/off-peak pricing introduced; legacy deepsee…
Overview
Chinese AI research lab (affiliated with High-Flyer Capital Management, Hangzhou). Known for releasing frontier-class open-weight models at cost-competitive price points. The V2 and V3 series established DeepSeek as the dominant open-weight lab before the frontier shifted upward in mid-2026. DeepSeek V4 GA (July 2026) retains the open-weight SOTA title at 80.6% SWE-bench Verified, tied with Gemini 3.1 Pro.
Key People
- Liang Wenfeng (founder/CEO)
Models & Products
- DeepSeek V4 — July 2026 GA; V4-Pro 1.6T MoE, V4-Flash 284B MoE; MIT license; 1M context; 80.6% SWE-bench Verified (open-weight SOTA)
Recent Activity
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2026-07-24: Leaked investor transcript — Liang Wenfeng on China's compute bottleneck — A 3-hour-44-minute recording of a closed-door DeepSeek investor meeting (May 20, 2026) leaked via Tencent Tech in late July. DeepSeek has not officially confirmed authenticity, but internal figures are consistent with DeepSeek's own public disclosures. Key claims: (1) DeepSeek needs 200,000 Huawei Ascend 950 chips to train a frontier model; Huawei delivered only 16,000 (8% of need); (2) Huawei's total Ascend 950 production is ~750,000/year across ALL Chinese AI companies — constraint persists for at least 3 years; (3) 1 NVIDIA GB300 ≈ 4 Huawei Ascend 950 in raw training performance; (4) DeepSeek's famous efficiency innovations were explicitly framed as adaptation to chip scarcity, not a philosophical choice; (5) the CUDA moat is crumbling — AI-powered code generation will lower barriers within one year, and the 950 SuperNode is projected to replace GB200/GB300 workloads; (6) first external round in May 2026: RMB 50 billion fully subscribed (Liang contributed 40%). Export controls implication: these numbers validate the case for continued US export controls — the denial of NVIDIA chips IS genuinely constraining China's frontier AI development. Direct contradiction: Liang also called NVIDIA "digging its own grave" by building a CUDA ecosystem that cannot be easily controlled. → AI Governance (source) (Hello China Tech) (Transformer News) (Geopolitechs — 64 quotes)
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2026-07-16 (mid-July GA): DeepSeek V4 officially transitions from preview (launched April 24) to GA; peak/off-peak pricing introduced; legacy deepseek-chat + deepseek-reasoner retiring July 24 (source)
Strategic Position
DeepSeek occupies the "cost-efficient open-weight" position in the global AI map. It competes with Alibaba / Qwen AI Lab (Qwen 3.8, 2.4T), Moonshot AI (Kimi K3, 2.8T), and Z.ai (GLM-5.2, 744B) in the Chinese open-weight tier, but is the only one with a published, independently-tied SWE-bench score at frontier-level (80.6%, tied with Gemini 3.1 Pro).