当前，AI应用市场的爆发式增长正在催生对高性能存储的巨大需求，但高昂的GPU采购成本和难以逾越的"显存墙"，却使许多渴望创新的企业望 而却步。面对这种结构性挑战与增长机遇并存的产业现状，国产存储新势力如何凭借新的系统级思维破局？ 为了探寻"从存储入手实现AI项目降本增效"的创新路径，我们与铨兴科技eSSD产品线副总经理邱创隆和AI产品总监王瑜琨进行了深度对话，共同 解码AI时代下存储的系统级创新与成本致胜的底层逻辑。 重塑价值： 存储成为TCO和效率的核心驱动力 在AI的浪潮下，存储的价值被彻底颠覆。铨兴科技eSSD产品线副总经理邱创隆指出，过去存储像是一个IT系统里的"仓库"，是配角。然而，随着 AI训练和推理负载的加重，存储不再仅仅是数据容器， 它已成为提升AI系统效率、降低总体拥有成本（TCO）的关键战略环节 。 邱创隆进一步阐明，AI时代存储模组厂商主要扮演着"承上启下"的关键作用。这要求企业必须洞察AI数据流五个阶段（数据读取、数据准备、模 型训练、模型推理、数据归档）的差异化需求，将主控和闪存芯片进行深度调优和验证，确保企业提供给客户的是符合未来应用趋势的解决方 案。 AI工作流正在驱动存储产品走 ...

英伟达将在10月15日正式发售DGX Spark，今天他又亲自送给了马斯克一个。 2016年，老黄向马斯克交付了第一款为AI优化的GPU，当时马斯克还是OpenAI的投资人。而9年后，老 黄又交给马斯克英伟达最小的超算处理器。 简介 NVIDIA DGX Spark 是英伟达推出的一款革命性 AI 桌面超级计算机，被誉为"世界上最小的 AI 超级计 算机"。它将数据中心级别的计算能力浓缩到紧凑的桌面设备中，专为 AI 开发者和研究人员设计，帮助 他们在本地高效运行大型 AI 模型，而无需依赖云端资源。这款产品于 2025 年 CES 展会上首次亮相， 原计划 5 月上市，但因硬件优化和全球因素推迟至 10 月 15 日正式开售，起售价为 3999 美元（约合人 民币 3.5 万元）。 配置 核心规格与性能 连接性与扩展 DGX Spark 的接口丰富，支持现代办公需求： 特别值得一提的是，它允许两个 DGX Spark 通过高速网络互联，形成一个双机集群，总内存达 256GB，能处理高达 4050 亿参数 的超大规模模型，实现无缝扩展。 处理器与架构 ：搭载 NVIDIA GB10 Grace Blackwe ...

Core Insights - The report from Northeast Securities highlights that banks are expected to become pioneers in AI implementation in China due to ample IT budget, market-oriented systems, and high integration of internal data [1][3] - DeepSeek-R1's inference cost is only 1/30 of comparable products, marking a new phase of "AI popularization" in the industry [1] - The year 2025 is anticipated to be the starting point for AI Agents, with significant competition among major companies in this area [2] Group 1: AI Technology and Applications - DeepSeek has launched several well-known open-source models since its establishment in July 2023, with the DeepSeek-R1 model achieving performance comparable to OpenAI's o1 series at a significantly lower cost [1] - Major banks have actively integrated AI technology into various applications such as investment research, customer service, credit approval, and more, enhancing the intelligence of financial services [3] - IDC predicts that the banking sector will account for over 20% of global AI solution spending from 2024 to 2028 [3] Group 2: Specific Companies and Their AI Initiatives - Yuxin Technology has fully integrated DeepSeek models into its product system, focusing on applications in credit, data, and marketing channels [4] - Jingbeifang has launched an AI large model service platform and several intelligent assistants, achieving breakthroughs in smart fraud prevention and investment advisory across multiple industries [4] - Gaoweida has deeply integrated DeepSeek with its credit business, enhancing credit efficiency and financial report analysis through AI applications [4] - Tianyang Technology has released intelligent testing analysis systems and compliance models, providing banks with intelligent data analysis solutions [4] - Shenzhou Information has upgraded its financial knowledge Q&A and coding assistants, improving development efficiency by 20% and automating 30% of code generation [5]