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Liang Delays V4 to Fix Lobster Amnesia

Liang Delays V4 to Fix Lobster Amnesia
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💡Moonshot delays Kimi V4 for LLM memory fix – quality play in China AI race

⚡ 30-Second TL;DR

What Changed

Liang Wenfeng announces V4 delay

Why It Matters

Signals Moonshot's quality-first strategy in competitive Chinese LLM race, potentially delaying but strengthening V4 against rivals like DeepSeek.

What To Do Next

Test current Kimi API context limits to benchmark pre-V4 memory fixes.

Who should care:Developers & AI Engineers

🧠 Deep Insight

Web-grounded analysis with 5 cited sources.

🔑 Enhanced Key Takeaways

  • DeepSeek V4, led by CEO Liang Wenfeng, was originally expected around mid-February 2026 coinciding with Lunar New Year but multiple rumored windows passed without launch[1][2][3].
  • Development faced setbacks including failed training attempts on Huawei Ascend chips due to stability issues, slow interconnects, and immature software, forcing fallback to Nvidia GPUs[4][5].
  • V4 emphasizes multimodal capabilities, enhanced long-term memory, code improvements, and integration with China's domestic computing ecosystem, potentially outperforming existing Chinese open-source LLMs[3][4].

🔮 Future ImplicationsAI analysis grounded in cited sources

DeepSeek V4 release slips to April 2026
Whale Lab reported on March 14, 2026, that V4 led by Liang Wenfeng is expected in April alongside Tencent's model, after earlier February and March windows passed without confirmation[3].
Persistent reliance on Nvidia for training delays Chinese AI independence
Training failures on Huawei Ascend 910C chips due to software immaturity forced DeepSeek to revert to Nvidia GPUs, highlighting gaps in domestic compute infrastructure[4][5].

Timeline

2025-01-20
DeepSeek R1 released ahead of Lunar New Year, triggering major tech stock sell-off
2025-01
DeepSeek V4 and R2 initially slated for first half of 2025 but delayed due to dissatisfaction with results
2025-H2
R2 training attempted on Huawei Ascend chips but failed, leading to Nvidia fallback
2026-02
Multiple sources predict V4 release around Lunar New Year (Feb 17) but window passes without launch
2026-03-01
Community speculates early March launch but no official V4 release occurs
2026-03-14
Whale Lab reports V4 expected in April with multimodal and memory enhancements
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Original source: 钛媒体