A recent research report from China Securities highlights the burgeoning growth of the domestic computing power sector. Tencent, during its earnings conference, disclosed that supply channels for inference chips are diversifying, with domestic inference computing power chips poised to play a pivotal role amidst global supply chain fluctuations. Furthermore, DeepSeek has unveiled its V3.1 model, which notably supports FP8 precision and is compatible with upcoming next-generation domestic chips. This support from domestic open-source models for domestic chips is expected to expedite the establishment of a robust domestic computing power ecosystem. Additionally, Huawei's Ascend chips have actively participated in bidding processes across industries such as government, finance, and telecommunications, underscoring the ever-increasing competitiveness of domestic chips in the global market.
