CITIC Securities: Domestic AI Chips Facilitate Swift Deployment of DeepSeek, Boosting Leading Firms in the Ascend Ecosystem
2025-02-10 / Read about 0 minute
Author:小编   

A recent research report by CITIC Securities reveals that, as of February 7, 2025, DeepSeek has successfully integrated with 16 domestic AI chip enterprises, notably including Huawei Ascend, MXiChip, and InsightChip. Huawei Ascend, leveraging its proprietary inference acceleration engine, has empowered the DeepSeek model to attain deployment efficacy on par with high-end GPUs, showcasing its hardware capabilities. According to CITIC Securities' analysis, DeepSeek's cost-effective nature—with training expenses amounting to merely 3%-5% of industry behemoths—significantly lowers the adoption barrier for corporations. This, in turn, is anticipated to propel the utilization of domestic AI chips in inference scenarios and mitigate dependence on foreign hardware. With the escalating demand for inference, this trend is poised to intensify. As a pioneering enterprise in domestic AI chips, Huawei Ascend has already aided numerous companies in establishing 10,000-card clusters utilizing the Ascend 910B, and is anticipated to further catalyze domestic AI progress in 2025 with the introduction of the 910C.