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Rohan Paul· @rohanpaul_ai · X·· 2026-07-07AI 评分73
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DeepSeek正在开发自己的推理芯片,以降低对中国500亿美元AI芯片市场中对Nvidia和华为的依赖。该项目尚处早期阶段,已通过与外部合作伙伴及招聘芯片设计工程师推进。挑战不在于芯片设计,而在于大规模制造——先进代工厂和高带宽内存是主要瓶颈,因美国限制中国获取这些资源。DeepSeek有望从其专为自身模型定制的窄芯片中获益,从而降低推理服务成本、减少功耗并增强软硬件一体化控制。

正文 · 原文

DeepSeek is building an inference chip to cut dependence on Nvidia and Huawei in China’s $50B AI-chip market.

DeepSeek’s chip work is still early, with outside partners and private hiring of chip-design engineers.

The hard part is not drawing a chip, but making it at scale. Advanced foundries and high-bandwidth memory remain chokepoints because U.S. rules restrict Chinese access.

DeepSeek can still gain from a narrower chip built mainly for its own models. A custom inference chip could lower serving costs, reduce power needs, and tighten software-hardware control.

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reuters .com/world/china/chinas-deepseek-developing-its-own-ai-chip-sources-say-2026-07-07/

引用Rohan Paul@rohanpaul_ai
🇨🇳This is bad news. Now, frontier open source access also will probably no more be available for all. China is preparing to limit foreign access to its strongest AI models, a move that could raise global AI costs and split the model market by nationality. Beijing has held recent talks with Alibaba, ByteDance, and Z .ai about keeping advanced Chinese models inside China, including models not yet released. The Ministry of Commerce led the discussions, with China’s state planning agency also present, which signals export control rather than routine platform regulation. The targets include closed models and open-weight systems, so the issue is not only API access but downloadable model power. Chinese officials also discussed treating leaks or theft of proprietary AI as a national security offence, not merely an IP dispute. New limits on who can fund Chinese AI startups were also discussed, which would tighten control over capital, talent, and model access together. Foreign companies could lose access to low-cost Chinese models just as those models become strong enough for serious production work. Washington has already restricted access to advanced U.S. models on security grounds. China now fears Mythos could find software vulnerabilities and be used against Chinese interests, so both sides are treating AI as strategic infrastructure. Beijing has also investigated Chinese AI startups that moved abroad and pushed Meta to unwind a $2B Manus deal. A likely path is tiered control: basic open tools get filings, stronger systems face reviews, and frontier models stay domestic. This would be a major setback for open AI access because model progress would no longer spread mainly through product quality and price. --- reuters .com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07/
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来源:Rohan Paul · x.com