AI BriefingChina's DeepSeek Plans to Develop Its Own Chips Against US Export Restrictions
Key point
Chinese AI startup DeepSeek has begun developing inference chips for its own data centers in response to US export restrictions.
Details
DeepSeek, a Chinese AI startup competing with OpenAI and Anthropic, is planning to enter the silicon (semiconductor) business. According to Reuters, DeepSeek has been collaborating with potential hardware and silicon partners and hiring related engineers for about a year.
The core of this project is focused not on Training but on developing inference chips for data centers. This is interpreted as a strategic move to reduce dependence on Nvidia and Huawei.
This trend is appearing not only in China but also among US companies.
- OpenAI: Collaborated with Broadcom to unveil Jalapeño, a chip for large-scale inference
- Anthropic: Currently exploring custom chip design
Beyond reducing dependence on Nvidia, developing proprietary chips also aims to increase operational efficiency by directly controlling the entire tech stack from hardware to software.
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