deepseek

#DEEPSEEK INVESTOR MEETING LEAKS AGAIN!

DeepSeek reportedly faced another information leak just one day after its latest investor meeting.

According to reports, CEO Liang Wenfeng told investors that DeepSeek’s major priority is increasing the use of domestic Chinese chips for AI model training.

🇨🇳 Huawei chips are reportedly part of the plan, with deliveries potentially starting as early as Q4 2026.

🔹 More reliance on domestic AI hardware
🔹 Huawei chip integration expanding
🔹 DeepSeek continues pushing larger AI models
🔹 Nvidia dependency may gradually decrease

DeepSeek’s chip strategy is becoming one of the biggest stories in China’s AI race. 👀

Anthropic retaliates and reports; China directly launches a data security investigation. DeepSeek and Moonshot AI are both in trouble this time. Routing sensitive data using Claude models? The accusation sounds outrageous, but regulators don’t care about the details—investigate first. The infighting in the AI industry is getting more and more like court intrigue; what’s next, should they ban APIs?

$AI #DeepSeek

🚨 DEEPSEEK HARNESS IS GOING DESKTOP. 👀

💻 Platform: Electron
🖥️ Operating system: macOS + Windows
⚙️ Integration: Harness Web UI → Desktop App
🔄 Features: Auto-update, code signing, notarization
📦 Release: Not announced yet

The official DeepSeek Harness Desktop version has appeared in the main branch of DeepSeek’s repository.

Built with Electron, it turns the current Harness Web UI into a standalone desktop application, allowing users to use it without having to manually start a Web service.

Notably, the code in the repository includes a build pipeline for macOS and Windows installers, along with steps for signing the application, notarization, auto-updates, and uploading.

The production update address points to download.deepseek.com.
Recent commits are mainly focused on packaging-related issues, notarization, and restoring state on startup.

However, DeepSeek has not announced an official release date yet, and the GitHub Release page still does not have an installer available for download.

🔥 THE CODE IS HERE. THE RELEASE ISN'T YET.

The fact that the desktop code has been merged into the main branch suggests the product is getting close to the release stage, but it can’t yet be considered an official launch announcement.

👀 Desktop DeepSeek is coming but when?

#DeepSeek #AI #DeepSeekHarness

🚀 $AI FLASHING INTO THE MARKET WITH DEEPSEEK V4.1 BREAKTHROUGH 🦈

DeepSeek just dropped V4.1 Flash, a 552B beast that runs on a lean 8B/16B activation split. 📊 The architecture slashes HBM demand to a quarter and SSD to an eighth, meaning AI compute costs tumble while performance spikes. ⚡

For $AI token holders, this efficiency upgrade is a liquidity magnet – whales can flood the order book without burning cash, setting the stage for a bullish wave. 🌊 Smart‑money is already eyeing the next swing, so keep eyes on volume spikes and on‑chain inflows. 🦈

💬 Are you positioning for the AI‑fuelled rally or waiting for the next price correction? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #AI #DeepSeek #AIModel #Crypto

🔥 💎

AMERICA ACCUSES CHINESE AI FIRMS OF “DIGESTING” U.S. AI MODELS

U.S. law enforcement and intelligence officials are accusing DeepSeek, Moonshot AI, Alibaba, and three other Chinese AI companies of using a method described as “distillation” to train models based on technology from U.S. companies such as OpenAI, Anthropic, and Google.

According to the allegations, the scale of this activity could be very large and may have been carried out with advance knowledge of the Chinese government.

Washington warns that this is not just about commercial competition. If Chinese models can rapidly absorb capabilities from advanced U.S. AI systems, they could help enhance China’s military capabilities and cyberattacks.

My take: the AI battle is shifting from “who can build better models” to “who can absorb the opponent’s capabilities faster.” If these allegations are proven, this would be a major issue for the technological advantage of U.S. AI companies.

AI competition is getting less about training and more about stealing the shortcut.

Do you think distillation is a normal AI technique, or is it becoming a weapon in the U.S.–China technology war?

#BrainrotCrypto #AI #DeepSeek #USChinaTechRace

DeepSeek kicks off a new round of financing, with a pre-money valuation of about US$71 billion. Last month, ARR reached US$500 million; this year, AI infrastructure spending has already reached US$1.6 billion.#DeepSeek
#AI

📰 DeepSeek has commissioned Citic Securities to prepare for a STAR Market (科创板) IPO, with plans to initiate the relevant process within this year. The exact amount to raise and the target valuation are not determined yet, which means it’s still too early to talk about a final listing price.

🔥 But this is not a small matter. DeepSeek is currently in a new round of fundraising, targeting a valuation of around RMB 500 billion, or approximately USD 75 billion. As recently as this past June, the company completed a fundraising round of about USD 7.4 billion at a post-money valuation of over USD 50 billion.

💡 Among the investors at the time, founder Liang Wenfeng contributed RMB 20 billion, Tencent invested RMB 10 billion, and CATL invested RMB 5 billion. Several institutions also became key external shareholders as a result. Honestly, this roster of shareholders is already quite noteworthy.

👀 The company plans to use funds raised via the IPO to keep investing in compute infrastructure, model R&D, and in-house chip development, while also strengthening incentives for core talent. In short, the money is mainly going into compute power, technology, and people—not just making moves at the capital level.

🤔 The biggest question now is what valuation DeepSeek will ultimately achieve, how much it will raise, and whether the STAR Market IPO can truly be launched within the year. Do you think the market attention when it lists will be higher than that of the fundraising round in June this year?

#DeepSeek #人工智能 #科创板 #芯片算力

📰 U.S. law enforcement and intelligence officials have turned their attention to Chinese AI companies. According to Reuters, six companies, including DeepSeek, Moonshot AI, and Alibaba, were accused of using “distillation” to train their own products with models from U.S. companies such as OpenAI, Anthropic, Google, and SpaceX.

🔥 It’s important to keep things straight: what has been disclosed is the accusations made by the U.S. side, not a conclusion that has already been proven. The U.S. side also claims these activities may have been carried out with the knowledge of the Chinese government, but the excerpted report does not provide corporate responses or additional evidence.

Honestly, model distillation is a common technical approach in the AI industry. But once it’s placed directly in the context of law enforcement, intelligence, and national security, it’s no longer just a technical dispute.

⚠️ The U.S. side further warned that the relevant capabilities may enhance China’s military and cyber-attack capabilities. That’s a very serious statement, and it also means that the China–U.S. AI competition is moving beyond chip and compute constraints to extend into the model training methods.

🤔 If, going forward, the U.S. really imposes restrictions based on “distillation,” who do you think will be affected first: Chinese AI companies, or model providers like OpenAI and Anthropic?

#人工智能 #DeepSeek #中美科技 #Web3 observation

DEEPSEEK JUST DECLARED WAR ON AI API PRICES. 💀

DeepSeek will cut the price of its Flash API line starting at 04:00 UTC on 10/9.

Maximum discounts:
Cache hit: -60% Cache miss: -33.33% Output: -11.11%
AI API market right now:

DeepSeek: “Prices are too high.”
Everyone else: “Bro, what are you doing?” 💀

Up to 60% off for cache hits is quite aggressive, especially for workloads with a high cache hit rate.

Do you think this AI API price war will benefit developers—or will models ultimately race to the bottom?

#DeepSeek #Aİ #api3update #BrainrotCrypto

📰 DeepSeek Open Platform Announcement: Starting at 12:00 PM (Beijing time) on September 10, the pricing for calls to the Flash series models has been reduced.

This isn’t just a simple, uniform discount. Cache hits, cache misses, and output prices are all adjusted separately.

🔥 Honestly, the biggest drop is in the cache-hit pricing. For scenarios with repeated calls involving similar content, cost changes will be more direct. Cache-miss pricing and output pricing are also lowered, but the reductions are not as large.

In reality, API price adjustments like this affect more than just developers’ bills. They also make it easier for everyone to re-evaluate how they use model calls: which requests are suitable for caching, and which content is worth handling with Flash—these choices become simpler to compare.

💡 The announcement states the changes take effect tomorrow at 12:00 PM. It’s already quite close. Teams building AI tools, robots, or automation services will likely first review their call structure and costs.

🤔 Will you increase your usage of DeepSeek Flash calls because of this price cut?

#DeepSeek #AI #API #加密行业

📰 DeepSeek releases v4.1 Flash beta. This time it uses a brand-new architecture, and the focus is very straightforward: native multimodal, stronger capabilities, faster speed—while continuing to drive costs down.

🔥 The way to call it hasn’t been complicated for developers. You don’t need to change your existing base_url—just replace the model name with deepseek-v4.1-flash-expires-on-0910 to connect. The account-level concurrent request limit is 20, clearly indicating it’s still in a limited trial stage.

💡 What’s even more interesting is that the current pricing for v4.1 Flash is the same as deepseek-v4-flash. Honestly, if the new version really can deliver multimodality, speed, and capability at the same price, then what everyone cares about most isn’t the parameter table—it’s whether, in real tasks, you can spend less and wait less time.

👀 The model name directly includes expires-on-0910, suggesting this test window may be pretty short. If you want to try it, you’ll need to move quickly—but don’t jump to conclusions after just a few simple questions. The real answers on multimodal performance, stability for long-running tasks, and behavior under high concurrency can only be verified through actual calls.

🤔 If you could test only one thing first, would you prioritize its multimodal capability—or use the same tasks to compare the speed and cost against v4 Flash?

#DeepSeek #人工智能 #AI模型 #Technology Frontiers

📰 DeepSeek suddenly posted around 150 senior backend and server-engineer positions. This isn’t just filling a few openings—it’s because a new direction, new systems, and new requirements are all coming in at the same time.

🔥 The most interesting part of this recruiting post is the official explanation: after the scale of computer systems grows, complexity rises exponentially. The amount of data is increasing, the number of machines and containers is increasing, and training and evaluation tasks are expanding in step.

To be honest, when many people see AI companies expanding hiring, their first reaction is that the model needs to be upgraded again. But based on this round of job types, what DeepSeek needs to add most are backend and server engineers—suggesting that large-scale systems themselves have already become a very heavy engineering challenge.

💡 The figure of 150 HC also shows that after the new direction takes shape, the real drain on manpower isn’t necessarily only algorithm research. How to make the system handle more data, more machines, and an ever-growing number of training and evaluation tasks will all become responsibilities for the backend team.

🤔 What do you think this hiring round is for—preparing for the next wave of products and models, or simply because the current systems are so complex they must expand the team? Would you consider applying for roles like these?

#DeepSeek #人工智能 #后端工程师 #TechnologyRecruitment

DeepSeek’s founder is quietly positioning for China’s next IPO wave.

Liang Wenfeng, the founder of DeepSeek, is taking High-Flyer, the quantitative fund behind DeepSeek, deeper into China’s pre-IPO market.

High-Flyer is said to have participated in pre-IPO deals in sectors that Beijing is prioritizing, such as AI, semiconductors, and robotics, including CXMT and Unitree Robotics.

What’s notable is that this strategy isn’t just about investing.
DeepSeek is reportedly aiming for an IPO on the STAR Market in Shanghai, turning the AI company that once jolted global markets into one of the major candidates in China’s technology IPO wave.

If this model succeeds, Liang Wenfeng won’t just be building an AI lab.

He is using quant + AI + private markets to gain access to an entire technology ecosystem before it goes public.

The AI race is becoming an IPO race too.

What do you think—could DeepSeek’s IPO become the next boost for China Tech, or is the Chinese market pricing AI too far beyond fundamentals?

#DeepSeek #Aİ #ChinaTech #IPOWave

DeepSeek was reported to have revenue of about 10 times the whole of last year in the first seven months of this year, with an API business gross margin of 82.9%. The company is also seeking a second round of external financing.

The proposed financing is to raise RMB 50 billion at a valuation of RMB 500 billion, and the company has already hired an investment bank to prepare for an IPO in Shanghai next year. In June, it just completed its first round of external financing of RMB 50 billion.

On the revenue side, in the first seven months revenue was RMB 475 million, and its net loss narrowed to RMB 715 million. Overall gross margin was 44.6%. After the adoption rate of the V4 series increased, annualized revenue is reportedly expected to reach between USD 400 million and USD 500 million.

During the same period, spending on AI infrastructure increased to RMB 11 billion, mainly used for server rentals and the purchase of AI chips and computing equipment. With heavy investment and improvements in profitability occurring at the same time,

For market observation only and does not constitute investment advice.

#DeepSeek #AI #融资

Bitcoin has just surged past $80,000, and DeepSeek’s gross margin is 82.9%! So what is this AI compute narrative that’s about to take off?

Yesterday, the “big pie” hit as high as $81,270 intraday—up 24% over the week—its best performance since 2023. The market greed index is at 80, extremely greedy. But right at this moment, DeepSeek’s numbers are even more explosive: in the first 7 months, revenue was 475 million, which is 10x the full-year figure from last year. API business gross margin is 82.9%, and overall gross margin is 44.6%. The most wild part is that during the peak of V4‑Pro, its output price was raised from $0.87 to $3.96—what confidence is behind that? AI infrastructure investment skyrocketed from $1.2 billion last year to $11 billion in the first 7 months.

Our view is pretty simple: the AI compute race is replaying the logic of the 2021 DeFi Summer. DeepSeek’s valuation is $500 billion, and there’s talk of a Shanghai IPO next year. This isn’t just an AI story—compute equals power, power equals narrative, and narrative equals liquidity. With the big pie breaking $80k this time, the backdrop includes the U.S. Treasury’s debt-repurchase liquidity easing plus Trump pushing the Clarity Act. But the next narrative to take the baton is likely the AI x Crypto track.

What should retail investors do? Don’t chase the big pie at the highs—watch the pullback for support around $78k. Focus on the underlying infrastructure projects at the intersection of AI and blockchain: compute rental, decentralized inference, and other directions—these could be the engine powering the next leg of the main upswing.

Which sector do you think this AI narrative can take off? Chat in the comments.
#DeepSeek #OpenAI据报完成新一代Bel模型预训练
$BTC $ETH $ZEC

DeepSeek is set to kick off a new round of fundraising with a valuation of $7.1 billion. Citing sources, the Financial Times reports that the company has been in talks with new investors, and the plan is still in the preliminary discussion stage.

Let’s compare the pace: in the first round of funding in June, the valuation was just over $50 billion; in less than half a year, the valuation was raised by more than 40%. Pricing for China’s AI large-model sector in the primary market is clearly moving upward, and capital is willing to pay for the advantages of open-source pathways and lower inference costs.

If this round of funding goes through, a few signals are worth watching: first, domestic compute power and the commercialization narrative for models may be reignited; second, risk appetite in the AI sector could spill over into the crypto market’s AI-related concept tokens—on-chain compute, inference networks, and the Agent track are often the first beneficiaries; third, overseas funds’ stance toward China’s AI assets may be more positive than the market generally expects.

A higher valuation itself doesn’t mean the fundamentals have yet been delivered—what comes next will depend on the rollout progress of paid products and enterprise customers. The plan is still early; the final numbers and the list of investors still have uncertainties.

#DeepSeek #AI叙事 #融资

DeepSeek is raising funds again—this time its valuation has surged to $71 billion.

Citing the FT, insiders say DeepSeek has already begun reaching out to new investors, with the deal still in early-stage discussions. Compared with the 50+ billion valuation from its first round of fundraising in June, in less than a month its on-paper figure has risen by 40%.

My take:
- Pricing power in the AI infrastructure space is shifting toward China-based teams, and the primary market is willing to pay a premium for a “value-for-money model.”
- A $71 billion valuation means DeepSeek has entered the top five tier of global AI unicorns, lining up alongside Anthropic and xAI.
- Each time an AI giant’s financing deal closes, sentiment in on-chain AI sectors gets a boost—but there aren’t many projects that can truly capture the narrative.

For the crypto market, this kind of news is more like a sentiment catalyst than a fundamental positive. In the short term, watch for rotation in AI-themed coins; in the medium term, it still comes down to who can actually bring compute, inference, and data onto the chain.

Behind the soaring valuation: is it capital racing to get a head start on the next-generation AI leader—or is it just a liquidity premium with nowhere else to go?

#DeepSeek #AI叙事 #融资动态

DeepSeek’s next round of funding valuation is heading straight for $71 billion, up about 40% from the “500B+” valuation in the first round in June—an astonishing pace.

In just one month, the valuation jumped to a new tier, indicating that the pricing logic of China’s AI large-model sector in the primary market is being rewritten. Capital isn’t just chasing technology—it’s chasing the narrative of “low cost, high performance.” The story of DeepSeek challenging the OpenAI ecosystem with extremely low training costs is continuing to play out and deliver.

The mapping to the crypto market is equally direct: when the AI narrative is reignited, the capital rotation in on-chain AI sectors often moves faster than in the primary market. Higher valuations → FOMO spills over → the AI + Crypto concept gains a new pricing anchor.

Two lines worth watching:
1) the pace at which the financing is actually deployed—whether strategic investors are stepping in;
2) whether it releases new models or open-source plans—these are the key to whether the valuation can climb to the next level.

The primary market provides the answer first, and the secondary market often amplifies it with leverage.

#DeepSeek #AI叙事 #AICrypto

DeepSeek wraps up its first round of funding exceeding $7.4 billion, with a valuation surpassing $50 billion

Chinese AI lab DeepSeek has completed its first funding round, raising over 50 billion yuan (approximately $7.4 billion), pushing its valuation past $50 billion. This funding round utilized an unconventional trading structure, where outside investors contribute to a limited partnership managed by CEO Liang Wenfeng, ensuring the founder retains absolute control over the company.

Why it matters: This is one of the largest single funding rounds for a Chinese AI lab, signaling global capital's continued confidence in the Chinese AI sector, and will accelerate DeepSeek's competition with international giants like OpenAI and Anthropic.

#DeepSeek #AI #人工智能 #融资 #Web3