DeepSeek V4 Day: It's About Infra, Not the Model
V4 capabilities sit around the Opus 4.6 tier, but pushing FP4 to production, making million-token context the default, and day-0 adaptation for domestic chips is a disaster for everyone in the inference infra business. Add GPT-5.5, Vision Banana, and LPM 1.0 into the mix, and this week has crammed in more new releases than the entire past quarter.
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