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Timo
@timotimo007
Trader & ex-AI Investor
Joined October 2018
924
Following
49.5K
Followers
Timo
@timotimo007
2026.09.30 06:54
这么大的事,国内暂时都没啥人讨论,这标题可能起的太“理工男”了,deepseek的推特可能出于某种原因也没发布。但我觉得这个意义超过了当时的R1。
Timo
@timotimo007
2026.09.30 02:16
又一个deepseek时刻,short nvda+做多国产算力。不仅在华为卡从预训练到推理的全部过程,而且开源了整套算子,这是对cuda生态的一次实质性大利空,也是国产卡生态的大利好。deepseek的推特还没发布这个消息,等待发酵! 附开源项目链接: TileLang: DeepGEMM Ascend: DeepEP Ascend: TileKernels: FlashMLA: DeepSelect:
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