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
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2026 04 14 Matthew Berman 28 June 2025
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2026-04-26 2026-04-26-DeepSeek-V4-Chinas-Cost-Efficient-Open-Source-AI-Challenges-US-Dominance ← Deepseek V4 Chinas Cost Efficient Open Source Ai Challenges Us Dominance
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2026-04-24 2026-04-24-DeepSeek-V4-Next-Gen-Open-Source-LLM-Performance-and-Efficiency-Analysis ← Deepseek V4 Next Gen Open Source Llm Performance And Efficiency Analysis
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2026-04-26 2026-04-26-DeepSeek-V4-Hybrid-Attention-Efficiency-and-Architectura ← Deepseek V4 Hybrid Attention Efficiency And Architectura