DeepSeek掷出FP8骰子

Core Viewpoint - The article discusses the rising trend of low-precision computing, particularly focusing on the FP8 format, driven by the increasing demand for AI computing power and the advancements in domestic chip technology. The release of DeepSeek-V3.1 marks a significant step towards the adoption of low-precision calculations in the industry, which is expected to enhance efficiency and reduce costs in AI model training and inference [3][11][12]. Group 1: Industry Trends - The chip index and AI computing power index have shown significant growth, with the chip index rising by 19.5% and the AI computing power index increasing by 22.47% over the past month [3]. - The introduction of DeepSeek-V3.1, which utilizes UE8M0 FP8 parameters, is seen as a pivotal moment in the transition to the agent era in AI [3][11]. - The industry is shifting from a focus on acquiring GPUs to optimizing computing efficiency, with low-precision formats like FP8 gaining traction due to their advantages in memory usage and processing speed [9][10]. Group 2: Technical Developments - FP8 is an 8-bit floating-point format that offers significant benefits over traditional formats like FP32 and FP16, including reduced memory usage (0.5x for FP8 compared to FP16) and improved transmission efficiency (2x for FP8) [10]. - The adoption of FP8 has been facilitated by the establishment of the MX specification by major tech companies, which allows for large-scale implementation of low-precision calculations [8][9]. - The successful application of FP8 in complex AI training tasks by DeepSeek is expected to attract attention from AI developers and research institutions [9][12]. Group 3: Market Dynamics - The market share of domestic chips is projected to rise to 38.7% by Q2 2025, reflecting a growing trend towards domestic alternatives in the AI chip sector [12]. - The shift towards low-precision computing is driven by the need for more efficient hardware to support the increasing computational demands of large AI models [12][17]. - The domestic AI chip industry is moving towards a sustainable path, with a positive cycle established between financing, research and development, and practical applications [17].