Y Jack retweetledi

the moment you realized DeepSeek is already unstoppable
> DeepSeek was training with Nvidia H800
> U.S. banned H800
> They moved to H20
> U.S. banned H20
> They switched to native Huawei chips
> Didn't work. Chips too weak.
> They had to rewrite and recalibrate the chips from scratch
> Huawei chips worked
> They still partially used Nvidia H20 (what was left) for V4 but are on track to only rely on Huawei chips
> China has the world's cheapest surplus electricity powered by renewables
> China used to be 5 years behind, then 1 year behind, and now 3 months behind. (DeepSeek V4 ≈ frontiers in January 2026)
> fully open-source
> a fraction of the cost compared to frontiers
> DC is scrambling to launch attack campaigns because they knew it was already too late
GIF
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