deepseek의 $7b 칩 도박: 더 저렴한 추론을 위해 huawei와 nvidia 우회
deepseek은 nvidia와 huawei에 대한 의존도를 줄이기 위해 자체 추론 칩을 개발하고 있습니다. 스타트업이 $7b의 신규 자본을 조달하려는 가운데, 이번 움직임은 수직적 통합으로의 전환을 시사합니다.
deepseek is developing a proprietary ai chip designed for inference to bypass dependencies on nvidia and huawei, according to sources familiar with the matter. the startup has been recruiting chip engineers in secret and is collaborating with design and manufacturing firms, though us export controls on advanced technology present a significant hurdle. this hardware strategy coincides with deepseek seeking $7b in outside capital at a valuation between $52b and $59b, aiming to lower compute costs similar to moves by openai and anthropic. success would signal a major shift for chinese ai firms in achieving hardware independence, while failure highlights the enduring difficulty of navigating us sanctions.