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NVIDIA H20 Chip Shortage Delays DeepSeek R2 Launch

  • The launch of DeepSeek's upcoming model, R2, is facing delays due to a shortage of NVIDIA's H20 chips caused by US export restrictions.
  • R2, the successor to the widely used R1, is still awaiting a release date as CEO Liang Wenfeng is dissatisfied with its performance and engineers are working on improvements.
  • Cloud providers hosting DeepSeek's models anticipate a shortfall in NVIDIA chips to meet the potential demand of R2, especially if it outperforms current open-source alternatives.
  • Despite chip shortages, Chinese firms are finding workarounds to access NVIDIA hardware, including sending engineers to Malaysia for training AI models due to export restrictions.

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