Liang Wenfeng: 'I'm Willing to Pay a Premium for GPUs, Afraid I Can't Get Them' — Computing Power Shortage Becomes Industry Consensus

DeepSeek founder Liang Wenfeng stated in an investor meeting that he is willing to pay a premium for NVIDIA GPUs, as the cards pay for themselves in 10 months, better than bank interest. He currently has about 20,000 H-equivalent GPUs, but training larger models would require 50,000 GB300 or 200,000 Huawei cards. The article also cites Anthropic, TSMC, Google, etc., highlighting surging demand and tight supply, with the market recalibrating valuations.

• DeepSeek
• AI市场
• 算力
• 梁文峰
• GPU采购