DeepSeek“点燃”国产芯片 FP8能否引领行业新标准？

Core Viewpoint - DeepSeek's announcement of its new model DeepSeek-V3.1 utilizing UE8M0 FP8 Scale parameter precision has sparked significant interest in the capital market, leading to a surge in stock prices of chip companies like Cambrian [1] Group 1: FP8 Technology - FP8 is a lower precision standard that enhances computational efficiency, allowing for a doubling of computational power and reducing network bandwidth requirements during AI training and inference [2] - The transition from FP32 to FP16 and now to FP8 reflects a broader industry trend towards optimizing computational resources while maintaining model performance [4] Group 2: Industry Reactions - Despite the positive market reaction, industry experts express caution regarding the practical implications of FP8, emphasizing that it is not a one-size-fits-all solution and that mixed precision training is often necessary to balance efficiency and accuracy [3][4] - The adoption of FP8 by DeepSeek is seen as a potential catalyst for setting new standards in large model training and inference, although the actual implementation and effectiveness remain to be seen [4] Group 3: Ecosystem Upgrades - The shift to FP8 necessitates a comprehensive upgrade of the domestic computing ecosystem, including chips, frameworks, and application layers, to ensure compatibility and optimization across the supply chain [5] - Addressing core bottlenecks in large model training, such as energy consumption, stability, and cluster utilization, is crucial for advancing the capabilities of domestic computing clusters [5]