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DeepSeek Building Its Own Chips Could Reshape AI Compute Demand

A separate report from Reuters is compounding the unease. DeepSeek the Chinese AI lab behind some of the industry’s most discussed models has been working on a proprietary chip purpose built for inference the process by which a deployed model fields queries and returns answers to users.

The project is roughly a year old and has not been publicly announced but the company has quietly been recruiting semiconductor engineers and holding conversations with design houses, contract manufacturers and memory suppliers. The move puts DeepSeek alongside OpenAI which recently launched a custom inference chip called Jalapeño through a partnership with Broadcom and Anthropic which has separately explored developing its own silicon.