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DeepSeek released DSpark last week. The market noticed the speed numbers and moved on. What the speed numbers actually signal is more important than the benchmark: A Chinese AI lab keeps finding ways to make inference faster using software and open weights, at no cost to anyone who wants to use it. Nvidia ( NVDA +0.62% ), meanwhile, is ramping a specialized decode rack called the Groq 3 LPX that

The U.S. is apparently avoiding an escalation and prioritizing stability by keeping DeepSeek, CXMT, and other Chinese companies from the Entity List, at least for now.

The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.

A research group that includes Huawei Technologies says it completed full-parameter post-training of DeepSeek's V4-Pro, a 1.6-trillion-parameter model.

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