The Information报道，智谱（Z.ai）正考虑为其GLM模型定制芯片；深度求索（DeepSeek）已花一年构建推理专用AI芯片并招聘工程师。更大转变在训练侧：美团称其LoongCat模型在华为Ascend 910C上完成预训练，打破国产芯片仅适用于推理的认知。字节跳动则大量购入所有可获得的国产AI芯片。Nvidia在中国的护城河依然坚固，但已不再不可撼动。
Chinese AI companies are starting to look beyond Nvidia by designing chips around their own model needs.
The Information says http://Z.ai is considering custom silicon for its GLM models, while DeepSeek has reportedly spent a year building inference-focused AI chips and hiring engineers.
The bigger shift is training: Meituan says its LoongCat model was pretrained on Huawei’s Ascend 910C, challenging the idea that Chinese AI chips are useful only for inference. ByteDance is also reportedly buying every domestic AI chip it can get. Nvidia’s China moat is still strong, but no longer untouchable.
来源：X.PIN · x.com