@mark_k: Fascinating and very deep article about DeepSeek AI (@deepseek_ai). You would have never guessed what their strategy is…
Summary
An analysis of DeepSeek AI's unconventional strategy: prioritizing radical architecture innovations (MoE, MLA, engram, mHC) that drastically reduce compute and memory needs, enabling a long-term play to build a 10T Chinese AI hardware ecosystem and pursue a 1T valuation.
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Cached at: 05/24/26, 12:18 AM
Fascinating and very deep article about DeepSeek AI (@deepseek_ai). You would have never guessed what their strategy is, it’s really interesting:
They’re not chasing quick money from coding plans or multimodal models. Instead, their radical architecture innovations (MoE, MLA, Engram, mHC, etc.) slash KV cache and compute needs so dramatically that they can build an entire 10T Chinese AI hardware ecosystem (NAND, LPDDR, ASICs) and position themselves for a 1T valuation in the process. Long game, masterfully played.
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