国君计算机|向量数据库助推RAG加速大模型应用

Investment Rating - The report suggests that local deployment is currently the most suitable AI invocation method for large enterprises and specific industries, highlighting the potential of new foundational software like vector databases [1] Core Insights - The emergence of DeepSeek as an open-source model is reshaping the competitive landscape of large models, with local deployment becoming a mainstream trend. This is further accelerated by the domestic database penetration across various industries [2] - Vector databases are becoming a crucial infrastructure for AI development, enabling enterprises to effectively utilize non-structured data and enhance the performance of large models [2] - The competition in the vector database market will favor those vendors with cost-reduction capabilities and innovative product offerings tailored to specific scenarios [3] Summary by Sections Local Deployment and Vector Databases - Local deployment of large models significantly reduces capital expenditure for enterprises, with various sectors rapidly adopting DeepSeek for local implementations [2] - Vector databases are essential for processing vector embeddings derived from non-structured data, enhancing the efficiency of large models [1][2] Competitive Landscape - The report emphasizes that the winners in the vector database competition will be those who can effectively reduce costs and innovate products for specific high-value verticals like finance and healthcare [3] - The integration of GPU technology in vector databases, as demonstrated by Zilliz and NVIDIA's collaboration, marks a significant leap in retrieval efficiency [1] Future Trends - The future of technology is expected to evolve towards a combination of large models, GPUs, and vector databases, with companies investing in vector databases likely to play a significant role in the domestic replacement wave [2] - The report suggests that third-party vendors with differentiated technical capabilities may form collaborative delivery models with cloud platforms, enhancing their competitive edge [3]