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DeepSeek delays V4 release, adopts Chinese chips
6.7

DeepSeek delays its V4 model release to late April and shifts deployment to Chinese chips amid US restrictions. Alibaba recorded 15% "YES" for "best AI model" by April 30, highlighting hardware and competitive dynamics in the AI model market.
Key Points
- 1DeepSeek delays its V4 rollout to late April and switches to Chinese chips amid US restrictions.
- 2Shift to Chinese chips occurs amid US restrictions on AI hardware, altering available supply options.
- 3Alibaba logged 15% "YES" for best AI model by April 30, a measurable poll outcome.
Scoring Rationale
Notable operational change and hardware pivot affecting deployment and supply decisions, relevant to practitioners tracking chip availability and model rollouts.
Sources
Public references used for this report.
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