Lucas Beyer
Recent Industry Developments
- DeepSeek R2 Delays: Progress on deepseek-r2 has stalled due to:
- CEO dissatisfaction with model performance.
- Shortage of nvidia server chips (specifically h20-chips) caused by us-export-controls impacting China’s AI ambitions.
Related Notes
- 2026 04 14 Matthew Berman 28 June 2025