SemiAnalysis@SemiAnalysis_ · X63
AI 摘要
DeepSeek 正走向重资产模式。 6 月 9 日，该公司发布了 IDC 规划工程师的招聘信息，该职位明确涉及兆瓦级到吉瓦级基础设施的设计与交付。这紧随其 4 月在内蒙古乌兰察布招聘数据中心运维工程师。综合来看，这是 DeepSeek 首次完全展露其自持算力基础设施而非仅租赁的意图。
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.