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The meteoric rise of DeepSeek, a Chinese private artificial intelligence startup, sheds light on a new way for Chinese AI chip companies to seek breakthroughs amid Washington's tougher tech restrictions to challenge the dominance of US semiconductor company Nvidia and reshape the global computing landscape, experts said on Monday.
2月10日，专家表示，在华盛顿实施更严厉的技术限制的背景下，中国民营人工智能初创企业DeepSeek的迅速崛起，为中国AI芯片企业寻求突破指明了新途径，有望挑战美国半导体公司英伟达的主导地位，并重塑全球计算产业格局。
Highlighting that DeepSeek has developed a ChatGPT rival at a fraction of the reported cost of its US peers, they said its emergence shows that developing high-performance large language models does not require the exorbitant purchase of Nvidia's AI chips, and more Chinese chip alternatives can be used in the future.
专家强调，DeepSeek开发了一款ChatGPT竞品，其成本远低于美国同行。它的出现表明，开发高性能大型语言模型并不需要斥巨资购买英伟达的AI芯片，未来可以使用更多中国芯片替代品。
The comments came after a string of Chinese tech companies, such as Huawei Technologies, said they had successfully adapted their products to support DeepSeek's large language model.
此前，华为技术有限公司等一系列中国科技公司表示，它们已成功调试各自产品以支持DeepSeek的大型语言模型。
Yang Jian, chief technology officer of MetaX, a Shanghai-based chip company, said the training of DeepSeek's AI model has used graphics processing units, or GPUs, from Nvidia, but DeepSeek spent far less on Nvidia technology to develop its AI model than what US companies have spent.
总部位于上海的芯片公司沐曦的首席技术官杨建表示，DeepSeek的AI模型训练使用了英伟达的图形处理器（GPU），但DeepSeek在开发AI模型上使用英伟达技术的花费远低于美国公司。
Analysts at market consultancy Jefferies estimated that a recent version of DeepSeek's models had a training cost of only $5.6 million, less than 10 percent of the cost of Meta's Llama.
市场咨询公司Jefferies的分析师估计，DeepSeek模型最新版本的训练成本仅为560万美元，不到Meta公司Llama模型成本的10%。
Yang said that DeepSeek's practice shows that advanced AI programs can be designed with less expensive chips, sparking a new wave of optimism for Chinese semiconductor companies which are making progress.
杨建表示，DeepSeek的实践表明，可以用更便宜的芯片设计先进的AI程序，这为中国正在不断发展的半导体公司带来了新的乐观情绪。
Currently, Nvidia's GPU holds a 98 percent share of the global AI training market, Yang said. "But by the end of this year, some large language models will be trained on Chinese AI chips, with the trend becoming more apparent in 2026," he added.
杨健说，目前英伟达GPU在全球AI训练市场占据98%的份额。“但到今年年底，一些大型语言模型将用中国AI芯片进行训练，这一趋势在2026年将更加明显。”他补充道。
"The Chinese market will gradually evolve," he said. "Nvidia will be one part of the computing infrastructure and domestic chips will be another. Global computing power will become two parallel lines."
他说：“中国市场会慢慢演变，届时英伟达会是一部分算力底座，其他国产芯片是另一部分算力底座。全球算力供应将变成两条并行的线路。”
The recent adoption of DeepSeek by cloud providers such as SiliconFlow, using GPUs from Chinese companies such as Huawei and Moore Threads, showcases the growing confidence in domestic chips.
最近，SiliconFlow等云服务提供商开始采用DeepSeek，并使用华为和摩尔线程等中国公司的GPU，这体现了对国产芯片日益增长的信心。
SiliconFlow said it has run DeepSeek on its cloud services supported by Huawei's Ascend AI chips, achieving performance comparable to AI services deployed on Nvidia's high-end GPUs.
SiliconFlow表示，已在由华为昇腾AI芯片支持的云服务上运行DeepSeek，性能可与部署在英伟达高端GPU上的AI服务相媲美。
Wang Hua, vice-president of AI and cloud computing at Moore Threads, said that based on its self-developed GPUs, the company can quickly deploy inference services of DeepSeek's AI models.
摩尔线程AI与云计算副总裁王华表示，基于自主研发的GPU，该公司能够快速部署DeepSeek AI模型的推理服务。
Pan Helin, a member of the Ministry of Industry and Information Technology's Expert Committee for Information and Communication Economy, said DeepSeek has developed a new technical approach for large language models that saves on computing power.
工信部信息通信经济专家委员会委员盘和林表示，DeepSeek为大型语言模型开发了一种节省算力的新技术路径。
It could spur the wider use of domestic processors, as Washington bans the export of Nvidia's most advanced chips to China.
在美国禁止向中国出口英伟达最先进芯片的情况下，它可能会推动国产处理器的更广泛应用。
"DeepSeek's success demonstrates a way to overcome the geopolitical barrier of US' tech bans, highlighting the importance of innovation and adaptability in achieving strategic goals," Pan added.
“DeepSeek的成功展示了克服美国技术禁令这一地缘政治障碍的方法，凸显了在实现战略目标中创新能力和适应能力的重要性，”盘和林补充道。
According to experts, Nvidia's GPUs have an edge in terms of their computing power and ecosystem maturity.
据专家介绍，英伟达的GPU在计算能力和生态系统成熟度方面具有优势。
As a result, AI models such as DeepSeek are unlikely to completely detach from Nvidia's ecosystem in the short term.
因此，DeepSeek等AI模型在短期内不太可能完全脱离英伟达的生态系统。
However, in the long run, advancements in domestic alternatives, algorithmic optimization capabilities and increased industry emphasis on supply chain security will gradually reduce dependence on a single vendor.
但从长远来看，国产替代品的进步、算法优化能力的提升以及行业对供应链安全性的日益重视，将逐渐减少对单一供应商的依赖。
"This process will take time and requires more domestic technological breakthroughs, but it is an irreversible trend. In the future, the global AI chip market will not be dominated by a single company," said Wang from Moore Threads.
“这一过程需要时间，也需要更多国内技术的突破，不过这一趋势已不可逆转。未来全球AI芯片市场将不会由单一公司绝对主导，”摩尔线程副总裁王华说。
