AI 导读
DeepSeek 年化收入近几个月翻倍至 $1B，The Information 报道称梁文锋表示价格上调至此前 2.3–4.5 倍未导致客户流失。公司计划 10 月底前以 $75B 估值融资 $7.5B，并筹备上海 IPO。超过 70% 算力用于训练，华为训练芯片最早可能在 Q4 到位以缓解短缺。
推荐理由
报道披露 DeepSeek 营收翻倍、提价未流失客户，并给出 $75B 估值融资目标，可观察国产模型的商业化与算力投入节奏。
正文
DeepSeek’s annualized revenue has more than doubled to $1B in recent months, The Information reports. Liang Wenfeng reportedly said prices rose to 2.3–4.5× previous levels without shrinking its customer base.
The company aims to raise $7.5B at a $75B valuation by late October as it prepares for a Shanghai IPO.
More than 70% of compute goes to training. Huawei training chips could arrive as early as Q4 to help address shortages.
来源：@thexpin · x.com