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SemiAnalysis
since
auto-detected in 2 stories
21 days ago
The reported delay adds to concerns that Nvidia's breakneck annual release cadence is colliding with manufacturing limits.
17 months ago
DeepSeek's hardware spend could be as high as $500 million, new report estimates ○
A new report from SemiAnalysis said that DeepSeek's hardware spend is "well higher than $500M," significantly above prior estimates.
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