DeepSeek 与智谱 AI 均在探索自研 AI 芯片

Chubby♨️ · @kimmonismus · X·2026-07-07 22:31·55天前
AI 导读

路透社称 DeepSeek 正在开发自研 AI 推理芯片,旨在减少对 Nvidia 和华为的依赖。项目仍处早期,已与外部伙伴合作并扩大芯片设计团队,芯片专门用于推理而非训练。另据 The Information,智谱 AI 也在探索定制 AI 芯片,因 GLM-5.2 模型需求激增致算力吃紧——发布首周日 token 使用量激增 27 倍。受美国出口管制与华为硬件制约,中国前沿实验室正加速芯片自研,追求对西方芯片的更大独立。

Chubby♨️@kimmonismus
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DeepSeek 与智谱 AI 均在探索自研 AI 芯片

2026-07-07 22:31· 55天前
AI 导读

路透社称 DeepSeek 正在开发自研 AI 推理芯片,旨在减少对 Nvidia 和华为的依赖。项目仍处早期,已与外部伙伴合作并扩大芯片设计团队,芯片专门用于推理而非训练。另据 The Information,智谱 AI 也在探索定制 AI 芯片,因 GLM-5.2 模型需求激增致算力吃紧——发布首周日 token 使用量激增 27 倍。受美国出口管制与华为硬件制约,中国前沿实验室正加速芯片自研,追求对西方芯片的更大独立。

Crazy: DeepSeek is reportedly also developing its own AI inference chip to reduce reliance on Nvidia and Huawei.

Reuters says the project is still early, with DeepSeek working with external partners and expanding its chip design team.

The important detail: this is for inference, not training.

The remarkable thing about this is that, until just a few months ago, hardly anyone would probably have thought it possible that China would increasingly manage to become truly independent from the United States, and therefore from the former H20 and H100 chips. Yet China has completely broken free.

And even though Huawei’s chips are still about two years behind NVIDIA’s top GPUs, China is proving that it at least believes it can be independent and build enough high-quality chips of its own in the future.

Chubby♨️Zhipu AI is reportedly exploring a custom AI chip as demand for its GLM models starts to strain its compute supply. The Information says the Beijing lab has mad...

来源:Chubby♨️· x.com