国泰海通｜计算机：12月研究观点: 中美战略部署太空算力，AI科技应用加速突破

Core Insights - The article discusses the accelerated competition in space computing between China and the United States, highlighting significant developments in AI and space technology [2][3][4] Group 1: Space Computing Developments - The U.S. has initiated the "Genesis Project," a national AI science initiative aimed at integrating resources from 17 national laboratories to accelerate breakthroughs in foundational science [3] - Elon Musk proposed a vision to deploy AI computing centers in space within four to five years, with plans to install 100 gigawatts of solar-powered AI satellites annually, which would account for a quarter of the U.S. national electricity supply [2] - Beijing has announced plans to construct a gigawatt-level space data center in the 700-800 km twilight orbit, consisting of three subsystems: space computing, relay transmission, and ground control [2] Group 2: AI Innovations and Achievements - Alibaba's AI assistant "Qianwen" app achieved over 10 million downloads within a week of its public testing, marking it as one of the fastest-growing AI applications globally [4] - DeepSeek has released an open-source mathematical reasoning model, DeepSeekMath-V2, with 685 billion parameters, which incorporates a self-verification mechanism to ensure rigorous reasoning [4] - The DeepSeek model has reached gold medal standards in international mathematics competitions, showcasing China's advancements in both application and theoretical breakthroughs in AI [4]