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| | 目前对DeepSeek最全面客观的分析 | | | 傅里叶的猫 ｜ 2025-02-01 | | | |
| 声明： 本消息或因风格和篇幅原因进行过编辑，但未经核实，也不代表我们的立场、观点或建议。如有侵权，联系秒删。[ 使用条款 ] |
scroll 0 1 深度求索的故事席卷全球
深度求索（DeepSeek）的故事在全球引起了轰动。在过去的一周里，深度求索成了全球各界唯一的热议话题。目前，深度求索的日访问量远超 Claude、Perplexity，甚至超过了 Gemini。
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但对于密切关注这一领域的人来说，这其实并非什么 “新鲜事”，令人瞩目的是人们对它的疯狂炒作。长期以来，SemiAnalysis 一直认为深度求索极具天赋，但美国大众此前并不关注。当全世界终于开始关注时，却陷入了一种脱离现实的疯狂炒作。几个月来，我们一直在谈论深度求索（每个链接都是例证）。这家公司并不新。
我们想强调的是，舆论风向与上个月相比发生了逆转。上个月，当规模定律被打破时，有人认为这对英伟达（Nvidia）和 GPU 不利；如今，又有人说算法改进速度过快。我们已经破除了这些谬论。
如今的舆论认为，深度求索效率极高，我们不再需要更多计算资源，而且由于模型的变化，现在一切都存在大量过剩产能。虽然杰文斯悖论（Jevons paradox）也被过度炒作了，但它更接近现实情况。这些模型已经对 H100 和 H200 的定价产生了实际影响，刺激了需求。
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目前对DeepSeek最全面客观的分析
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点击朱笔，直抒胸臆