DeepSeek’s V4 model, slated for release in weeks, packs ~1 trillion parameters, multimodal capabilit...
The AMW Read
The move validates the CN/OSS challenger frame (Frame 2) by demonstrating a top-tier frontier model bypassing Nvidia through sovereign silicon (Huawei) and aggressive cost-collapse pricing.
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DeepSeek’s V4 model, slated for release in weeks, packs ~1 trillion parameters, multimodal capabilities and a $0.30 /MTok pricing. Reports confirm it will run on Huawei’s Ascend 950PR chips, marking a clear shift from Nvidia hardware. Pre‑orders from Alibaba, ByteDance and Tencent signal strong domestic demand, while the move accelerates China’s AI chip independence and could pressure US‑linked AI valuations.
