Capital · deployed
GPU stockpile already in hand (~10,000 pre-2021 A100s + Fire-Flyer 2's 5,000 A100s in 625 nodes) — capital is compute-owned, NOT new external commitments; China has since granted DeepSeek CONDITIONAL access to Nvidia H200s (easing, not removing, the export lock), and DeepSeek is separately pursuing domestic AI-inference-chip manufacturing
Sourced figures 4
- Wikipedia — DeepSeek Fire-Flyer 2 (2022): 5,000 PCIe A100 GPUs in 625 nodes
- Google News RSS — DeepSeek GPU/export-control sweep (attrib. AsiaTechDaily/Reuters) China eases AI chip controls, granting DeepSeek conditional access to Nvidia H200s (Jan-2026 report; Reuters follow-up Jul-9-2026)
- Google News RSS — DeepSeek GPU/export-control sweep (attrib. Tekedia) US officials say DeepSeek trained models on Nvidia Blackwell chips despite export restrictions
- Google News RSS — DeepSeek GPU/export-control sweep (attrib. Ars Technica) DeepSeek plans to manufacture its own AI inference chips domestically, facing export controls
the working
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