DeepSeek's CEO, Liang Wenfeng, has disclosed a number of valuable nuggets in an investor-focused conference call, spilling the beans on China's compute deficit, the superiority of NVIDIA's GB300 GPUs, Huawei's meticulous catch-up, and DeepSeek's ongoing work on data annotation. DeepSeek's Wenfeng Says Huawei's Atlas 950 SuperPoD can fully substitute NVIDIA's GB300 NVL rack, but for every GB300 GPU DeepSeek needs 4x Ascend GPUs DeepSeek's Wenfeng disclosed a slew of valuable information in a recent investor conference call, noting that the AI lab's available compute only allows for models that activate around 10 billion parameters at any given time vs. the […]

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