Seek .(US:SKLTY) Xuan Gu Bao·2025-08-21 23:22Group 1 - DeepSeek's latest V3.1 version utilizes UE8M0 FP8 Scale parameter precision, designed for the upcoming domestic chip release [1] - FP8 is a cutting-edge low-precision format for AI computing, significantly enhancing GPU performance and reducing memory usage for large language model training [1] - Domestic GPUs are rapidly developing, transitioning from "usable" to "user-friendly" stages, although they have not yet matched international products [1] Group 2 - Companies like Cambrian, Haiguang Information, and Huawei are leading the A-share computing chip market [3] - Moer Thread provides AI training and inference cards, with its latest GPU supporting FP8 precision, significantly boosting AI computing power [1] - Muxi offers C series GPUs for integrated training and inference, and N series GPUs focused on cloud AI inference, showcasing strong mixed-precision computing capabilities [2] Group 3 - The global GPU market is projected to reach 36,119.74 billion yuan by 2029, with China's GPU market expected to reach 13,635.78 billion yuan, increasing its global market share from 30.8% in 2024 to 37.8% in 2029 [2] - DeepSeek is driving the shift of AI applications from centralized cloud services to mass terminals, necessitating high-cost performance dedicated chips [2] - The domestic chip manufacturers and application enterprises are accelerating their integration with DeepSeek, anticipating a significant increase in domestic computing power by 2025 [2] Group 4 - Huawei's Ascend ecosystem includes companies like Tuo Wei Information, Digital China, and Huafeng Technology, enhancing mixed inference architecture and agent capabilities [4] - The upgraded model shows significant improvements in tool usage and intelligent agent tasks through Post-Training optimization [4] Group 5 - Related companies include Dingjie Zhizhi, Fanwei Network, and Kute Intelligent [5]