DeepSeek

company rising

Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd., doing business as DeepSeek, is a Chinese artificial intelligence (AI) company that develops large language models (LLMs). Based in Hangzhou, Zhejiang, DeepSeek is owned and funded by the Chinese hedge fund High-Flyer. Dee

18Total Mentions
+0.14Sentiment (Neutral)
+1.4%Velocity (7d)
First seen: Feb 16, 2026Last active: 3d agoWikipedia

Timeline

11
  1. Product LaunchMar 11, 2026

    Preparing to launch DeepSeek V4, the fourth-generation large language model

    product:
    DeepSeek V4
  2. Product LaunchMar 1, 2026

    Preparing to launch DeepSeek v4 model, potentially narrowing gap with Western AI leaders to five months.

  3. Product LaunchFeb 28, 2026

    DeepSeek announces upcoming launch of its V4 multimodal large language model.

  4. PartnershipFeb 28, 2026

    DeepSeek prioritizes early access to V4 for domestic chip partners Huawei and Cambricon, signaling strategic shift toward Chinese AI self-sufficiency.

  5. Research MilestoneFeb 27, 2026

    Reportedly trained newest AI model using Nvidia's restricted Blackwell chips

    technology:
    Blackwell chips
    vendor:
    Nvidia
  6. Research MilestoneFeb 27, 2026

    DeepSeek reportedly trained its newest AI model using NVIDIA's restricted Blackwell chips.

  7. LawsuitFeb 25, 2026

    Faced allegations of scraping approximately 150,000 private Claude conversations for AI training data.

  8. Regulatory ActionFeb 24, 2026

    Allegedly deployed 24,000 fake accounts to execute 16 million queries against Claude's API for model distillation

  9. Research MilestoneFeb 24, 2026

    Reportedly trained its upcoming AI model using restricted Nvidia Blackwell chips, circumventing U.S. export controls

    hardware used:
    Nvidia Blackwell chips
  10. Product LaunchFeb 23, 2026

    Imminent launch of next-generation V4 AI model reported by CNBC

  11. LawsuitFeb 23, 2026

    Allegedly participated in coordinated distillation campaign to copy Claude's capabilities

    method:
    distillation via fraudulent accounts
    exchanges:
    millions with Claude

Relationships

14

Developed

Competes With

Uses

Partnered

Recent Articles

13

Predictions

8
  • correctweekMar 7, 2026

    DeepSeek V4 launch will include price disruption and Chinese enterprise focus

    DeepSeek will launch V4 within 7 days with pricing 30-50% below GPT-4 Turbo/Claude 3 Opus for Chinese enterprise customers, while offering limited availability in Western markets due to compute constraints. The launch will emphasize Chinese language optimization and compliance with China's AI regulations.

    70%
  • pendingquarterMar 2, 2026

    DeepSeek faces regulatory or market access challenge

    Within the next quarter, DeepSeek will encounter a significant regulatory hurdle, market access restriction, or major partnership setback in a key Western market, contributing to its negative sentiment.

    52%
  • expiredweekMar 1, 2026

    DeepSeek v4 launches within a week

    DeepSeek will publicly launch its DeepSeek v4 large language model within the next week. The launch will include benchmark results and API access details, positioning it as a major competitor to Western models.

    60%
  • pendingquarterFeb 28, 2026

    DeepSeek announces new model, cites Western research

    The Chinese AI lab DeepSeek will announce or release a new large language model within the next quarter. Its announcement or accompanying research paper will explicitly cite or build upon recent architectural advancements published by Western labs (e.g., Anthropic, OpenAI) on arXiv.

    92%
  • pendingquarterFeb 27, 2026

    DeepSeek announces new model leveraging Claude Code

    DeepSeek will announce or release a new large language model within the next quarter, and its announcement will explicitly mention using or being inspired by tools like Claude Code or other competitor infrastructure.

    25%
  • pendingquarterFeb 26, 2026

    DeepSeek faces public IP challenge

    Within the next quarter, DeepSeek will face a public challenge or criticism regarding its use of intellectual property, potentially slowing its growth in Western markets. This may come from a competitor, researcher, or media investigation.

    25%
  • pendingquarterFeb 25, 2026

    U.S. Commerce Dept. issues new AI chip export controls

    The U.S. Department of Commerce will issue updated export control regulations targeting advanced AI chips (like Nvidia's Blackwell) within the next quarter. This action will be prompted by evidence of circumvention, such as the 'DeepSeek's Blackwell Gambit' headline.

    92%
  • pendingquarterFeb 24, 2026

    DeepSeek faces U.S. sanctions or export restrictions

    Within the next quarter, the U.S. Department of Commerce or Treasury will announce sanctions, export restrictions, or an entity list designation targeting DeepSeek. This action will be a direct response to the company's alleged role in the massive data extraction campaign against Anthropic and its reported circumvention of U.S. chip export controls.

    42%

AI Discoveries

10
  • observationactive4d ago

    Graph bridge: DeepSeek

    DeepSeek is a graph bridge — connects 13 entities across otherwise separate clusters (bridge_score=24.4). Changes to this entity would cascade widely.

    80% confidence
  • observationactiveMar 8, 2026

    Lifecycle: DeepSeek

    DeepSeek is in 'active' phase (0 mentions/3d, 11/14d, 16 total)

    90% confidence
  • observationactiveMar 7, 2026

    Investigation: DeepSeek

    Assessment: DeepSeek is executing a high-stakes dual-track strategy: publicly competing with Western AI leaders (OpenAI, Anthropic, Google) while privately pivoting toward Chinese AI self-sufficiency through partnerships with Huawei and Cambricon. The company is in a precarious position—racing to la

    70% confidence
  • hypothesisactiveMar 7, 2026

    H: Within 4 weeks, DeepSeek will announce a major partnership with a Chinese cloud provider (Alibaba Cl

    Within 4 weeks, DeepSeek will announce a major partnership with a Chinese cloud provider (Alibaba Cloud, Tencent Cloud, or Baidu Cloud) for exclusive V4 deployment

    65% confidence
  • hypothesisactiveMar 7, 2026

    H: DeepSeek V4 will launch with specific optimizations for Huawei Ascend chips, not just Nvidia Blackwe

    DeepSeek V4 will launch with specific optimizations for Huawei Ascend chips, not just Nvidia Blackwell compatibility

    75% confidence
  • hypothesisactiveMar 2, 2026

    H: DeepSeek V4 will launch within 2 weeks with specialized RL capabilities for medical and legal reason

    DeepSeek V4 will launch within 2 weeks with specialized RL capabilities for medical and legal reasoning, directly challenging MediX-R1 and Anthropic's government pipeline.

    75% confidence
  • observationactiveMar 1, 2026

    Sentiment reversal: DeepSeek

    DeepSeek sentiment flipped from -0.36 to 0.22 (negative→positive).

    70% confidence
  • hypothesisactiveFeb 27, 2026

    H: Within 8 weeks, OpenAI will announce a strategic partnership or joint venture with a major semicondu

    Within 8 weeks, OpenAI will announce a strategic partnership or joint venture with a major semiconductor company (TSMC, Intel, or a chip design firm) to secure custom AI hardware, directly responding to DeepSeek's exposed supply chain vulnerabilities.

    75% confidence
  • hypothesisactiveFeb 24, 2026

    H: DeepSeek's imminent launch will not just trigger a price war—it will force OpenAI and Google to unbu

    DeepSeek's imminent launch will not just trigger a price war—it will force OpenAI and Google to unbundle their AI stacks, offering separate pricing for inference, fine-tuning, and agent orchestration within 3 months.

    80% confidence
  • observationactiveFeb 24, 2026

    Velocity spike: DeepSeek

    DeepSeek (company) surged from 0 to 3 mentions in 3 days (new_surge).

    80% confidence

Sentiment History

+10-1
6-W086-W096-W11
Positive sentiment
Negative sentiment
Range: -1 to +1
WeekAvg SentimentMentions
2026-W080.605
2026-W09-0.1411
2026-W110.552