DeepSeek自研AI推理芯片

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. --- reuters .com/world/china/chinas-deepseek-developing-its-own-ai-chip-sources-say-2026-07-07/  > **引用原帖 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/ > https://x.com/rohanpaul_ai/status/2074512389526237609