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国泰海通|电子:昇腾芯片拓展海外市场,加速全球AI平权
Core Viewpoint - Malaysia is enhancing its AI sovereignty by deploying Ascend GPUs and localizing servers with models like Deepseek, which is expected to accelerate the overseas expansion of domestic computing power hardware and software architectures [1][2]. Group 1: Deployment of Ascend Chips - Malaysia's Ministry of Communications announced the advancement of its AI infrastructure strategy, supported by Ascend GPUs and the Deepseek model [2]. - The first sovereign generative AI server, AlterMatic DT250AI, outperforms the industry average by 20% and is already adopted by various government agencies [2]. - Skyvast and Liyang Chips plan to deploy 3,000 advanced GPUs across multiple infrastructure areas by 2026, supported by Malaysia's AI system integration ecosystem [2]. Group 2: Hardware and Software Architecture Upgrades - The Ascend 910C single card has a BF16 computing power of approximately 780 TFLOPS, nearing 80% of the H100's performance [3]. - The CloudMatrix 384 super node can achieve a single card decode throughput of 1920 tokens/s under a single user 20 TPS condition, comparable to H100 performance [3]. - MindSpore 2.6 fully supports the training and inference processes for models like Deepseek V3/R1 MoE, enhancing usability for mainstream SOTA models [3]. Group 3: Catalysts for Growth - The performance upgrades of domestic computing power chips and breakthroughs in advanced manufacturing processes are key catalysts for growth in the sector [4].
增强国家AI主权保障用户私隐 大马推介策略人工智能基础设施
Sou Hu Wang· 2025-05-19 13:19
(吉隆坡19日讯)通讯部副部长张念群指出,我国已正式推介策略人工智能(AI)基础设施,是我国在AI方面迈出的重要 一步,通过DeepSeek等大型语言模型本地化及将服务器设在国内,确保数据在本地处理,从而增强国家的AI主权,并 保障用户隐私与数据安全。 她说,这项计划的特别之处在于,数据将储存在大马、由大马人管理,并由大马人使用,这正是我们维护AI主权的方 式。 "现在不同于以往云端或数据中心设在海外,如今一切都设在本地,服务器在大马、管理权在大马,AI代理也由大马 人开发。我认为,这正是我们实现AI应用本地化的方式。" 她今日在"策略人工智能基础设施:可信、主权及全球"推介礼后,在记者会上这么说。 张念群提到,这项目标志著华为的芯片和服务器,以及DeepSeek大型语言模型首次在中国以外落地,开创区域先河。 "这是中国以外首个此类项目,我们感到非常自豪。这意味著在AI采用与应用方面,大马有望引领东盟。" 这被誉为大马首个完整国家级AI基础设施平台,旨在协助政府、企业与大学利用AI提升服务、提高生产力及推动创 新。 在活动中,张念群也推介我国首个主权生成式AI环境,由AlterMatic DT250AI服务器 ...