??????????2????????????14?? (???)DeepSeek?????????,????????????“??????????????????”???

??????????,???????2400??,????????????3000????????(???????????,??),??????????????????????,????????105???????????????????

?,?:?????????????????????????????????????????????????????????,????????????

?,?????,?????????,??????????????????????????????,???????????????2????????????????????????3??,??????????????????????????10??,?????????2??????????????????

??????,?“???????????”?

?,????????«“??+AI”??????????????»,???????????????????????200???????????????,????????????????????????????????????

?????,????????????2024??????????????????,???3600???????????????????????????????35%,?????2800????

???????????????,????????????,?????????,?????????,???????????????“??”“?????”?????????,??????,????????AI??????

????????????2024??????????????????????????????,?????????4000????????,?????7%,????“???”???????

?????????,????60???,??????????????????????;?68????,?????????

??????,??????????????????????????????????????????????????????:????2025???????,?????100EFLOPS(???????),?3-5?????????????????

???????,????,???????

????????????????,???,????????????,?????????????????????,??DeepSeek?????????????????????5000????????????,?????????????

????????????,???????????????,?????????????,???“?????????”???????????,?????,????????????????(?????) ???????????:???????

??

??:???????????,??????????,??????????????