DeepSeek正打破算力为王行业规则

第一财经2025-01-27

来源：@第一财经日报微博　　【#DeepSeek正打破算力为王行业规则#】#AI算力股下挫# 中国AI大模型DeepSeek成功出圈让行业产生了对于大规模AI算力投资逻辑的怀疑。　　作为目前全球AI大模型的领头羊OpenAI提出Scaling Law，即计算规模越大，训练数据量越多，模型越智能。Scaling Law则成为了全球AI大模型厂商所信奉的圭臬。这促使英伟达等算力不断研发拥有更加强大...

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中国AI大模型DeepSeek成功出圈让行业产生了对于大规模AI算力投资逻辑的怀疑。\n　　作为目前全球AI大模型的领头羊OpenAI提出Scaling Law，即计算规模越大，训练数据量越多，模型越智能。Scaling Law则成为了全球AI大模型厂商所信奉的圭臬。这促使英伟达等算力不断研发拥有更加强大...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/wbstock/2025-01-27/doc-inehkyfc1234788.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0949170426.SGD","symbol_name":"Blackrock Global Multi-Asset Income A6 SGD-H","start_time":0,"source_url":"https://finance.sina.com.cn/stock/wbstock/2025-01-27/doc-inehkyfc1234788.shtml","article_id":"2506340903","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/wbstock/2025-01-27/doc-inehkyfc1234788.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, 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king","themeId":"4f323adeb44ea1f7e6bef5a86b3ac7fd","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":0.68},"content_text":"来源：@第一财经日报微博\n　　【#DeepSeek正打破算力为王行业规则#】#AI算力股下挫# 中国AI大模型DeepSeek成功出圈让行业产生了对于大规模AI算力投资逻辑的怀疑。\n　　作为目前全球AI大模型的领头羊OpenAI提出Scaling Law，即计算规模越大，训练数据量越多，模型越智能。Scaling Law则成为了全球AI大模型厂商所信奉的圭臬。这促使英伟达等算力不断研发拥有更加强大算力的产品，微软等云厂商不断加大对AI算力的资本投入。\n　　近期，微软CEO萨蒂亚·纳德拉（Satya Nadella）表示，微软将在2025年投入800亿美元建设AI智算中心，以支持AI大模型的开发和相关服务。现任美国总统特朗普也公布了“星际之门”计划，旨在未来4年内投入5000亿美元，在美国建设AI基础设施。\n　　然而，近期中国AI大模型DeepSeek却让行业看到了不同的发展路径。DeepSeek是国内大模型公司深度求索开发，深度求索的母公司是一家名为量化幻方的量化金融公司，在2024年12月推出的DeepSeek-V3，并于近期公布了DeepSeek-R1。\n　　据了解，DeepSeek-V3完整训练只需2.788M H800 GPU小时，其训练成本仅为557万美元，却获得了媲美OpenAI的最先进模型GPT-4o的性能。当时著名人工智能科学家卡帕西（Andrej Karpathy）就发文表示，这个模型是在一个非常有限的预算下训练的（2048个GPU运行2个月，花费600万美元）。 作为参考，这种级别的能力通常需要接近16000个GPU的集群，而今天正在启动的集群则更接近100000个GPU。例如，Llama 3 405B使用了3080万GPU小时，而DeepSeek-V3看起来仅使用了280万GPU小时。\n　　此外，DeepSeek-R1的训练成本还未公布。不过，从API定价可看出，定价是GPT o1的三十分之一。按照每输出一百万Token的价格来看，DeepSeek-R1为2.19美元，而GPT-o1为60美元。可以说，DeepSeek使用Open AI的一小部分的训练成本，却达到了和Open类似的性能。据了解，R1在数学、编程等测试中的成绩和o1相当。\n　　这也引发了一种怀疑，要实现更好性能的AI大模型是否需要堆算力，堆投资才能达到？通过软件架构及算法的革新，可能也是一条通往更高性能AI大模型的思路。\n　　对于DeepSeek的火爆是否意味着利空AI算力，韦豪创芯合伙人王智告诉第一财经记者：“短期内，在交易情绪的影响下，这起事件会利空AI算力。长期来看，AI算力仍然必不可少，AI大模型的演进，需要更多新的架构和算法，才能实现长足进步，这些需要AI算力的足够支持。”他补充道：“这些算法和架构还不得而知，但是必然会出现。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张恒星","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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