Rohan Paul@rohanpaul_ai · XAI 摘要
路透社报道，深度求索宣布其旗舰模型V4-Pro的API价格永久下调75%，但未直接确认这是由于华为昇腾芯片供应改善。报道分析，此举时机恰逢中国AI算力栈从受限的Nvidia芯片向华为昇腾硬件迁移带来的成本下降。据引述分析，DeepSeek的核心战略是通过架构创新（如MoE、DSA，以及V4-Pro的CSA/HCA技术）大幅降低对高端HBM GPU的依赖，其技术指标显示1M-token推理FLOPs和KV cache显著降低。其目标在于优化模型，使更多样的硬件（如LPDDR、NAND、定制ASIC）能够运行前沿AI，以适应不同的工业基础。
Reuters： DeepSeek just made its V4-Pro price cut permanent， pushing the price down to 25% of its original API cost.
DeepSeek has not confirmed that better Ascend 950 supply caused the permanent cut， but the timing points to a cost curve moving downward as China's AI stack shifts from restricted Nvidia chips toward Huawei hardware.
--- reuters. com/world/china/chinas-deepseek-make-permanent-75-price-cut-flagship-v4pro-ai-model-2026-05-23/