DeepSeek's Seventh Day of Silence: Silicon Valley Celebrates, While Open Source Hoards GPUs

DeepSeekV4.app Exclusive | 2026-02-09 (Late Night) | Editor: Wing

It's late Sunday night, and DeepSeek's official Twitter remains completely silent.

This silence is unnerving. A company that was pushing high-intensity output even during the Lunar New Year, throwing Silicon Valley giants into chaos, has suddenly gone dark for a full week. Some say they're scared, frightened off by the combined siege of competitors; others say it's the low pressure before the storm.

I believe the latter. If you take a stroll through HuggingFace or Reddit's LocalLLaMA subreddit, you'll find that absolutely no one thinks DeepSeek has lost. On the contrary, everyone is busy dusting off their graphics cards.

The Ghost of R1

DeepSeek released no new models this week, but it doesn't matter. Because DeepSeek-R1 has already infiltrated every corner of the open-source community like a ghost.

Now, people aren't building models from scratch so much; the trend is "Distillation". The trend on HuggingFace this week is clear: developers are taking Chain-of-Thought data (those long reasoning processes) output by R1 and feeding it to Llama 3 or Qwen. The results are outrageous—those small 7B or 8B parameter models, once they learn R1's way of thinking, see their logical capabilities jump a tier, even daring to challenge GPT-4o.

This move is ruthless. DeepSeek doesn't need to lift a finger to defeat every closed-source model itself; it simply scattered the spark (data). Now, the entire open-source world is using its logic to besiege OpenAI and Anthropic.

Next Week: The Eye of the Storm

Why isn't the official account speaking? There's only one explanation: All hands on deck, the final sprint.

I've scoured the Humai Blog and hardware supply chain rumors, and the fragments point to a single point in time: Mid-March. Which is next week.

This explains why the price of used RTX 4090/5090 cards has been rising over the last two days. Geeks have the keenest noses; they know V4 is coming. And given DeepSeek's character, it's highly likely they'll release weights again (Open Weights). Everyone is hoarding cards, waiting to stuff V4 into their cases the moment it drops.

Rumors say V4 will add Multimodal and Engram (Long-term Memory) capabilities. If true, it won't just be smarter—it will have eyes and a memory.

Is Silicon Valley's Counterattack Effective?

Thursday was lively. OpenAI released GPT-5.3 Codex, and Anthropic released Claude Opus 4.6. Two giants dropping big moves on the same day—who they were targeting goes without saying.

Now, three days later, how's the battle?

• High-end Market: Claude is indeed solid; 1 million context window is a must-have for large enterprises, you can't deny that.
• Mass Market: DeepSeek's position hasn't budged an inch.

The reason is simple: Money. It's just too expensive. I did the math: the API cost to run a full repository refactor with Opus 4.6 is enough to buy two 4090s and run DeepSeek yourself for a lifetime. As long as V4 keeps its "Price Butcher" identity, the moats those Silicon Valley folks built are still made of paper.

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Final Advice

Don't be fooled by the surface calm. DeepSeek doesn't need to rush out PR releases like Google, nor does it need to stage gimmick launch events like OpenAI. It just needs to quietly upload a few weight files on some ordinary morning (maybe even tomorrow).

Then, the world will shake again.

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