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DeepSeek · SUPPLY CHAIN TRACE

AI CONSUMERS🇨🇳 CN

DeepSeek is a Chinese AI lab spun out of High-Flyer quantitative hedge fund that shocked the industry in January 2025 when its DeepSeek-V3 and R1 models matched frontier US lab performance at a fraction of the reported training cost. Operating under US export controls that restrict NVIDIA H100/H200 access, DeepSeek pioneered efficiency techniques — including multi-head latent attention and FP8 training — and pivoted toward Huawei Ascend chips as its primary domestic alternative.

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DeepSeek

Chinese AI lab backed by High-Flyer quant fund; developed DeepSeek-V3/R1 frontier models using restricted NVIDIA H800 + Huawei Ascend; disrupted global AI pricing in Jan 2025

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