出品丨21财经客户端 21世纪经济报道 视频｜陈泽锴 编辑｜黎雨桐 见习编辑林芊蔚 A股集体低开，港股科技股普跌，小鹏跌5%，中芯国际跌超4% "三桶油"利润集体下跌，仍豪掷1600亿元分红 SFC 21君荐读 3月29日晚，DeepSeek服务出现大规模访问异常。网页端与App频繁提示"服务器繁忙"或无法 响应，大量用户遭遇服务异常、无法正常发送消息等问题。相关话题"DeepSeek崩了"冲上微 博热搜。 截至发稿，记者查询发现，目前DeepSeek服务器已恢复，用户可以正常对话。从昨晚9点开始 计， DeepSeek 服务器崩溃时间超过12小时。 ...

Core Viewpoint - The article discusses the rapid development and deployment of the DeepSeek AI model and the CloudMatrix 384 super node by Huawei Cloud, highlighting the competitive landscape and technological advancements in China's AI infrastructure [5][8][76]. Group 1: DeepSeek and Competitive Landscape - The launch of DeepSeek R1 on January 15, 2025, created a significant impact globally, leading to intense competition among AI teams worldwide [5][6]. - Just two weeks later, Huawei Cloud partnered with Silicon-based Flow to launch DeepSeek R1/V3, marking a major milestone in domestic AI deployment [8][9]. - The collaboration aimed to leverage domestic computing power to address deployment challenges, resulting in a 40-fold increase in website traffic for Silicon-based Flow in February [14][15]. Group 2: CloudMatrix 384 Super Node - Huawei Cloud introduced the CloudMatrix 384 super node, which integrates 384 Ascend cards, significantly surpassing NVIDIA's NVL72 super node, which integrates only 72 GPUs [24][21]. - The CloudMatrix 384 is designed to meet the high demands of AI applications, requiring substantial power and advanced cooling systems to manage increased heat density [45][46]. - Despite initial doubts about the feasibility of using optical modules for communication, Huawei Cloud successfully addressed challenges related to communication quality and stability, leading to a successful deployment of the super node [49][56]. Group 3: Performance Improvements - By April 10, 2025, the performance of the DeepSeek service on the CloudMatrix 384 improved dramatically, achieving a throughput of 1920 Tokens/second, which is six times better than earlier performance [69][71]. - The enhancements included significant improvements in various performance metrics, such as training and inference efficiency, showcasing Huawei Cloud's advancements in AI technology [71][75]. - The successful deployment of the CloudMatrix 384 super node represents a breakthrough in China's AI capabilities, establishing a robust domestic computing power infrastructure [76][78].