DeepSeek as of early June had 20K "H-equivalent" units (H100). Wenfeng intends to spend everything in 6 months, "basically all NVIDIA". «If we could convert all the money into GPUs, we'd convert every cent without hesitation—and we're willing to pay a certain premium for it»
the cooperative stance is now known, though sincerity can be questioned, and of course at this point Moonshot can reasonably bristle at this attitude as arrogant, they aren't behind in ML. It's interesting he's so skeptical of World Models. This is a rebuke to Tencent etc I guess