rotative
the decoder · 2026年7月7日

deepseek的70亿美元芯片赌局:绕过华为和英伟达降低推理成本

deepseek正在开发一款定制的推理芯片,以减少对英伟达和华为硬件的依赖。此举标志着垂直整合的转型,该初创公司正寻求70亿美元的新资本。

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deepseek is developing a proprietary ai chip designed for inference to bypass dependencies on nvidia and huawei, according to sources familiar with the matter. the startup has been recruiting chip engineers in secret and is collaborating with design and manufacturing firms, though us export controls on advanced technology present a significant hurdle. this hardware strategy coincides with deepseek seeking $7b in outside capital at a valuation between $52b and $59b, aiming to lower compute costs similar to moves by openai and anthropic. success would signal a major shift for chinese ai firms in achieving hardware independence, while failure highlights the enduring difficulty of navigating us sanctions.

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