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    <lastBuildDate>Mon, 02 Nov 2026 08:24:56 +0000</lastBuildDate>
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      <title>DeepSeek FAQ – Stratechery by Ben Thompson</title>
      <link>https://stratechery.com/2025/deepseek-faq/</link>
      <description>At the same time, there should be some humility about the fact that earlier iterations of the chip ban seem to have directly led to DeepSeek’s innovations. Those innovations, moreover, would extend to not just smuggled Nvidia chips or nerfed ones like the H800, but to Huawei’s Ascend chips as well. Indeed, you can very much make the case that the primary outcome of the chip ban is today’s crash in Nvidia’s stock price.&lt;br/&gt;&#xA;&lt;p&gt;&lt;strong&gt;Tags:&lt;/strong&gt; #ai #deepseek #llm #ml #nvidia&lt;/p&gt;</description>
      <pubDate>Mon, 27 Jan 2025 23:32:20 +0000</pubDate>
      <guid isPermaLink="false">linkding-ssg:bookmark:29693</guid>
      <category>ai</category>
      <category>deepseek</category>
      <category>llm</category>
      <category>ml</category>
      <category>nvidia</category>
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