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Per reports, VC firm Social Capital's analysis of OpenRouter data shows that in the last week of September, DeepSeek's models processed 36.8 trillion tokens on OpenRouter — more than OpenAI, Google, Anthropic, and xAI combined at 33.0 trillion.
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Bloomberg Intelligence's October 5 report says that after DeepSeek released V4.1 Flash, the benchmark gap between the strongest US and Chinese AI models is just 3%, down from 15% at the start of the year. Scores are close, but US lineup depth and China's price-war reality haven't changed.
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Bloomberg reported on October 6 that DeepSeek's new funding round is nearing close at at least ¥80 billion (~$12 billion). Tencent Holdings and CATL are the round's largest investors. The round started targeting just ¥50B and kept growing as subscriptions overshot expectations.
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Axios reported exclusively on October 4 that the Nvidia-backed AI startup Reflection AI will release its first open-weight foundation model this month, targeting DeepSeek and Qwen. Founded by two former DeepMind researchers, the company raised $2 billion last year at an $8 billion valuation — but the model name, parameter count, license and benchmarks are still undisclosed.
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On October 3, DeepSeek Harness shipped a new version strengthening plugin architecture and cross-platform support, plus an experimental Claude Code Mods compatibility layer. Lead Tianyi Cui: this is a test of the "everything is a plugin" architecture — not a Claude Code clone.
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On September 30, DeepSeek announced the open-sourcing of six infrastructure components for Huawei's Ascend platform, each mirroring an existing tool for Nvidia hardware. Huawei was deeply involved, and the two companies have also built a 128-chip Ascend 950 supernode — the software moat of Chinese AI is being filled, piece by piece.