Report: China’s DeepSeek follows OpenAI in developing its own custom inference chips
DeepSeek is now designing custom inference chips. Here's why that matters for the global AI hardware race.

Why it matters
DeepSeek's move to in-house silicon mirrors OpenAI's strategy and signals China's push toward compute independence. This chips-first approach could reshape inference economics and geopolitical AI leverage.
The key facts
5 to knowDeepSeek developing custom AI accelerators for inference workloads
Following OpenAI's model of in-house silicon design
Three sources familiar with plans confirm exploration phase
Focus on inference (not training) suggests cost/latency optimization
Signals Chinese AI companies reducing reliance on Western chip suppliers
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Publisher excerpt: DeepSeek Ltd., one of China’s most visible artificial intelligence companies, is pushing to design its own, in-house silicon aimed at inference workloads, according to a report by Reuters today. The report cites three people familiar with the company’s plans as saying that it has been exploring the…