What changed
DEEPSEEK IS GOING HEAVY-ASSET.
ON JUNE 9, THE COMPANY POSTED AN OPENING FOR IDC PLANNING ENGINEERS, A ROLE EXPLICITLY SCOPED TO THE DESIGN AND DELIVERY OF MW-TO-GW SCALE INFRASTRUCTURE. IT FOLLOWS APRIL'S HIRING OF DATA CENTER O&M ENGINEERS IN ULANQAB, INNER MONGOLIA. TAKEN TOGETHER, THIS IS THE FIRST TIME DEEPSEEK HAS FULLY SHOWN ITS HAND ON OWNING COMPUTE INFRASTRUCTURE RATHER THAN JUST RENTING IT. — VIA @SEMIANALYSIS_