春节期间,DeepSeek新一代开源模型以惊人的低成本和高性能引发热议。 通过创新优化,DeepSeek以约2000台H800 GPU就达到了前沿AI模型性能,训练成本远低于行业常规水平。 摩根士丹利最新研究认为,这一突破性进展可能从2026年开始重塑数据中心产业链格局: 服务于一线超大规模数据中心的GPU供应链企业,或首当其冲受到冲击。 而随着AI部署门槛的降低,面向企业市场的供应商和ASIC...
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