On February 28th, since the beginning of this year, the DeepSeek concept index has surged significantly, with particularly rapid growth in the direction of the computing power industry chain, including indices for computing power leasing (IDC), cloud computing, AI computing power, etc., all of which have surged by more than 40% after the Spring Festival. DeepSeek’s innovative breakthroughs and open source strategy not only sounded the horn of AI equality, but also brought about a “positive feedback loop” in the domestic computing power industry chain – the improvement of computing power efficiency promotes the explosion of application scenarios, application demand feeds back computing power iteration, forming a two-way empowering industrial ecosystem, and thus brings about a reevaluation of the value of the domestic computing power industry chain. According to relevant institutions’ predictions, if the DeepSeek-R1 model is trained using domestic chips (with a performance of 30% -60% of H100), 100000 to 150000 domestic chips will be needed to replace 50000 H100 chips, directly driving the growth of domestic chip demand. With the emergence of domestic chip substitution effect, there may be a shortage of supply in the market. (Securities Times)
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