【华泰证券:持续看好全球头部大模型预训练算力需求】华泰证券研报认为,一方面Grok-3训练集群已达到20万卡级别,证明预训练在算力提升下仍能突破;另一方面,xAI将采用“延迟开源”策略,即在Grok-3打磨完善后,开源Grok-2,实现了商业化和开源的平衡,开源社区有望被持续赋能。持续看好全球头部大模型预训练算力需求。

金融界
20 Feb
华泰证券研报认为,一方面Grok-3训练集群已达到20万卡级别,证明预训练在算力提升下仍能突破;另一方面,xAI将采用“延迟开源”策略,即在Grok-3打磨完善后,开源Grok-2,实现了商业化和开源的平衡,开源社区有望被持续赋能。持续看好全球头部大模型预训练算力需求。

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