DeepSeek 据报将押注华为芯片训练下一代 AI 模型,以应对美国出口管制对其获取 Nvidia 硬件的限制。据 The Information 报道,CEO 梁文锋告诉投资人,预计华为的新训练芯片将在 2026 年 Q4 或 2027 年 Q1 交付,并称转向中国处理器这条路「必须成功」。
报道给出了 DeepSeek 转向国产芯片训练的时间表与参数规模计划,可观察出口管制下算力供应链的替代节奏。
DeepSeek is reportedly betting on Huawei chips to train its next AI models as U.S. export controls restrict access to Nvidia hardware.
According to The Information, CEO Liang Wenfeng told investors he expects new Huawei training chips in Q4 2026 or Q1 2027. He said the push to train on Chinese processors *“has to work.”*
DeepSeek is already training a 2-trillion-parameter model and plans an 8-trillion-parameter model.
The company still uses Nvidia chips. Huawei faces shortages of advanced memory and other components, and Liang previously said it could not supply enough processors.
DeepSeek’s ambition now depends partly on how quickly Huawei can deliver training hardware at scale.
To be honest: didnt expect Huawei chips being adopted that quick in China.
来源:@kimmonismus · x.com