DeepSeek v5 将几乎完全使用华为芯片训练
听说 DeepSeek v5 打算全用华为芯片来训练，就是要绕开 NVIDIA，这事对整个芯片格局影响不小，值得看看。
据 X 用户 kimmonismus 发文称，DeepSeek v5 的训练将几乎完全在华为自研芯片上进行。此举的目的是让中国尽可能摆脱对美国及 NVIDIA 芯片的依赖。文章认为，这种去美国化策略能让中国在芯片供应上保持主动，并维持稀土要素方面的谈判筹码。
This represents the next significant step that China - and by extension, Huawei - is attempting to take: achieving as much independence as possible from the U.S. and from NVIDIA chips.
That is why, for DeepSeek v5, they have opted to conduct the training almost entirely on Huawei’s own chips.
The rationale behind this is that by breaking away from U.S. chips to the greatest extent possible and keeping development within the domestic market, China retains its leverage - specifically regarding rare earth elements - over the West, without having to rely on Western goodwill for the supply of chips.
