电子行业事项点评：DeepSeek发布NSA，马斯克旗下XAI发布GroK 3

Investment Rating - The industry investment rating is "Positive" [2] Core Insights - DeepSeek has introduced Neural Scaling Augmentation (NSA) technology, which innovatively reduces costs while ensuring model performance. NSA features two core innovations: a hardware alignment system and training-aware design, achieving significant performance in long text processing and acceleration [3] - Elon Musk's XAI has released GroK 3, which outperforms major models like GPT-4o and Claude 3.5 Sonnet in various tasks. GroK 3 was trained on 100,000 GPUs over 200 million GPU hours, with a computational resource increase of ten times compared to GroK 2 [3] - The year 2025 is anticipated to be a significant year for AI commercialization, driven by cost reductions in model training and inference, alongside increasing demand for computational power. The rapid iteration of models and the expansion of inference capabilities are expected to foster innovation in the industry [3] Summary by Sections Section: DeepSeek NSA Technology - NSA technology optimizes block-level sparse attention to utilize Tensor Core effectively, achieving balanced arithmetic intensity. It supports efficient inference and complete training processes, demonstrating strong performance in long text evaluations [3] - In terms of speed, NSA achieves a 9.0x forward acceleration and a 6.0x backward acceleration at a 64k context length, with significant reductions in latency [3] Section: GroK 3 Release - GroK 3 and GroK 3-mini show performance improvements in mathematics, science, and coding tasks, surpassing other leading models. The model's agent functionality allows it to search the web and return accurate information [3] Section: AI Commercialization Outlook - The report suggests that the demand for computational power will continue to grow in 2025, with significant opportunities for hardware and application innovations. Key companies to watch include ODM Industrial Fulian and various PCB manufacturers [3]