Deepseek shook at the beginning of 2025 the foundations of the industry of the artificial intelligence (AI). This Chinese model developed by the specialized quantitative coverage fund trading High-Flyer algorithmic monopolized all the attention because He gave us free of charge an AI with a quality similar to the comparable solutions of Openai or Google. However, this was not all. And it is that for three weeks the debate about the hardware used by this company to train its model.
High-Flyer, who specializes in addressing investment decisions using advanced mathematical models and computational algorithms, says he trained Deepseek R1 using 2,048 chips H800 of Nvidia. Several analysts They soon react ensuring that he had actually used 50,000 GPU H100which are more powerful, bought through intermediaries. The sanctions of the US government prevent Nvidia According to SCMPDeepseek’s next iteration will dispense with the GPUs of this American company.
High-Flyer has suggested that everything you need already finds it in China
Last week those responsible for the Deepseek development published on the Wechat platform an entry in which they hinted that next generation GPUs for China They will launch soon. This comment has unleashed endless speculation about the name of the Chinese company that is going to make this announcement, but, above all, it has put on the table the possibility that High-Flyer is preparing the following Deepseek iteration using these chips. A priori does not seem at all crazy.
According to SCMP The five GPU designers for the Chinese who have the ability to deliver to High-Flyer the hardware they need are Huawei Technologies, Cambricon Technologies, Moore Threads, Hygon Information Technology and Metax Integrated Circi. Any of them could be responsible for the announcement anticipated by Deepseek developers in Wechat, but we We bet on the first three Because, in our opinion, they are Those who are “in a better way”.
Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential
Although it is not as well known as Huawei or Moore Threads, Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. Will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDAfrom Nvidia.
On the other hand, Moore Threads He has developed several GPU for AI applications that, on paper, rivaize some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. MTT S4000 and MTT S3000 cards They are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card also appears, a proposal for games and content creation that, according to Moore Threads itself, has a calculation capacity of 14.4 Tflops in single -precision floating coma operations.
The other indispensable actor in the Chinese chips industry for IA is Huawei. His most ambitious proposal right now is the chip Ascend 910dwho seeks to overcome the performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market the gaps that the NVIDIA H20 GPU is going to leave. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC (Semiconductor manufacturing international corp).
More information | SCMP
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