英伟达天塌了？中国主流大模型纷纷拥抱国产万卡算力！_老虎社区_美港股上老虎

英伟达天塌了？中国主流大模型纷纷拥抱国产万卡算力！

AI芯界02-10

今天市场最热门的消息就是中国主流大模型厂商共同启动“AI计算开放架构实验室-大模型联合专项”行动，核心底座就是刚上线试运行的国家超算互联网核心节点。这无疑是一枚重磅信号弹：中国万亿参数大模型的竞赛，将全面转向国产万卡算力。过去，国产模型对英伟达的依赖，根源在于其无与伦比的算力性能与成熟的CUDA生态。然而，当战场升级至万亿参数级别时，游戏规则已彻底改变。这不仅是一场性能的比拼，更是一场涉及规模、...

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China's mainstream large models have embraced domestic Wanka computing power!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDG":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"NVDU":0.6,"NVDX":0.6,"NVII":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"NVDY":0.6,"DIPS":0.6,"NVDS.UK":0.6,"NVDW":0.6,"NVD":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDD":0.6,"002415":1.87,"NVDA":1.94},"content_text":"今天市场最热门的消息就是中国主流大模型厂商共同启动“AI计算开放架构实验室-大模型联合专项”行动，核心底座就是刚上线试运行的国家超算互联网核心节点。这无疑是一枚重磅信号弹：中国万亿参数大模型的竞赛，将全面转向国产万卡算力。过去，国产模型对英伟达的依赖，根源在于其无与伦比的算力性能与成熟的CUDA生态。然而，当战场升级至万亿参数级别时，游戏规则已彻底改变。这不仅是一场性能的比拼，更是一场涉及规模、精度、安全三重关卡的体系化战争。第一关是“规模关”：万卡集群，国之重器万亿模型的训练，绝非千卡级资源可以支撑。它不仅要求硬件的绝对数量，更要求万张加速卡能如臂使指，高效协同。英伟达供给受限已是不争事实，更与科技自主的战略目标相悖。国内虽有多家厂商竞逐，但能稳定部署为万卡集群的，也不过就是升腾、海光、昆仑芯等几家厂商而已。第二关是“精度关”：全精度算力，不容妥协大模型训练，尤其在涉及复杂科学计算与高精度优化的前沿探索中，覆盖包括FP64在内的全精度算力是关键。许多国产芯片为追求极致AI推理性能，在精度上做出了妥协。而面向未来的通用人工智能（AGI）探索，全精度支持是必须跨越的技术门槛。第三关是“安全关”：全系采用国密算法国家安全战略要求核心算力底座的每一行代码都需可知、可控、可验证。这意味着，底层芯片在内存加密、可信计算、密码技术上必须全部采用国密算法。当我们将“万卡级规模化交付能力”、“全精度能力”与“全系国密”这三把标尺同时架上，对国产芯片厂商进行一次严苛筛选时，会发现：能够同时满足这三个看似简单、实则极高的刚性条件，目前国内仅有海光DCU等极少数AI加速卡能满足相关要求。海光将CPU的原生安全理念延生到DCU中，确保大模型训练中的数据安全；DCU在设计之初就拥有业界领先的双精度浮点性能；更重要的是，它早已在一大批算力中心实现了大规模集群的长期稳定运行，证明了其万卡级工程化的成熟度。所以，别再追问“英伟达的替代者是谁”了。真正的问题应该是：谁，正在定义下一代中国AI的算力标准？国家算力网络已经落子，万卡资源已经集结，主流大厂已经投票。英伟达的城墙依然高大，但城墙之外，一片更辽阔、更自主、与我们命运相连的沃土，正在被开垦。那里生长的，将是不受制于人的算力、模型与未来。","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,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}