当国产 AI 不再是「备胎」

Core Viewpoint - The rise of domestic AI is marked by significant advancements in GPU technology, with companies like Moer Thread and Muxi achieving remarkable stock performance, indicating a growing recognition of domestic computing power in the AI sector [2] Group 1: Development of Domestic AI - Domestic computing power has evolved from a backup option to a comprehensive system encompassing hardware, models, and applications, laying the groundwork for future ecological development [2] - The release of SenseTime's Seko 2.0 and its compatibility with Cambricon's technology signifies a new phase in the domestic AI ecosystem, moving from mere compatibility to enhanced utility and collaborative applications [2][5] Group 2: Model Adaptation as a Foundation - Model adaptation is crucial for the domestic AI sector, with companies like SenseTime investing in hardware compatibility since 2020 to ensure effective model and computing power integration [4][5] - The successful adaptation of various domestic chips with SenseTime's SenseCore demonstrates the scalability and commercial viability of domestic computing power [5][6] Group 3: Application Development Challenges - The primary bottleneck for domestic AI lies in application development, as existing computing power and models have not yet translated into significant product performance improvements [10] - By 2025, it is projected that domestic AI computing power investments will reach 450 billion yuan, with a significant portion allocated for domestic chip validation and adaptation [11] Group 4: Future of Domestic AI Ecosystem - The domestic AI ecosystem is transitioning from a "backup" solution to a complete technological framework, requiring stronger hardware, model libraries, and community support [14][16] - The establishment of the "SenseTime Power Mall" aims to create a flexible product matrix for domestic AI, facilitating the integration and adaptation of various computing resources and services [15]