All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
David Sacks
So Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeq has about 50,000 hoppers. And specifically, he said they have about 10,000 H100s, they have 10,000 H800s, and 30,000 H20s.
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