{"entry_id": "0dadee29-efc6-47a9-8947-3af207ebefe5", "infos": [{"txt": "Deepseek是“算力屠夫”还是“新春红包”？", "language": "chinese", "position": {"atoms": [{"position_id": 0, "txt": "Deepseek是“算力屠夫”还是“新春红包”？", "x": ""}]}, "tags": [], "label": "O", "web_segment_id": 0, "global_sentence_id": 0, "edu_l1_label": "EDU_O"}, {"txt": "            Deepseek是“算力屠夫”还是“新春红包”？", "language": "chinese", "position": {"atoms": [{"position_id": 317, "txt": "\n            \nDeepseek是“算力屠夫”还是“新春红包”？", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/h1"}]}, "tags": ["h1"], "label": "article_title", "web_segment_id": 37, "global_sentence_id": 1, "edu_l1_label": "BOT"}, {"txt": "Deepseek或是算力星辰大海的一朵“小浪花", "language": "chinese", "position": {"atoms": [{"position_id": 319, "txt": "Deepseek或是算力星辰大海的一朵“小浪花", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[1]/section[1]/p/strong"}]}, "tags": ["strong"], "label": "title1", "web_segment_id": 39, "global_sentence_id": 2, "edu_l1_label": "BOS"}, {"txt": "1. 556万美元远远低估DeepSeek v3真实训练算力与未来发展需求", "language": "chinese", "position": {"atoms": [{"position_id": 321, "txt": "1", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[1]/p[1]/strong[1]/span[1]"}, {"position_id": 323, "txt": ". ", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[1]/p[1]/strong[1]/span[2]"}, {"position_id": 325, "txt": "556万美元远远低估DeepSeek v3真实训练算力与未来发展需求", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[1]/p[1]/strong[2]/span"}]}, "tags": ["strong"], "label": "title2", "web_segment_id": 40, "global_sentence_id": 3, "edu_l1_label": "IOS"}, {"txt": "据DeepSeek V3论文，556万美元的成本仅包括DeepSeek-V3 的正式训练，不包括与架构、算法、数据相关的前期研究、消融实验的成本。", "language": "chinese", "position": {"atoms": [{"position_id": 327, "txt": "据DeepSeek V3论文，556万美元的成本仅包括DeepSeek-V3 的正式训练，不包括与架构、算法、数据相关的前期研究、消融实验的成本。", "x": 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"/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[6]/span[1]"}]}, "tags": [], "label": "content", "web_segment_id": 48, "global_sentence_id": 13, "edu_l1_label": "IOS"}, {"txt": "https://github.com/NovaSky-AI/SkyThought", "language": "chinese", "position": {"atoms": [{"position_id": 337, "txt": "https://github.com/NovaSky-AI/SkyThought", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[6]/span[3]"}]}, "tags": [], "label": "content", "web_segment_id": 48, "global_sentence_id": 14, "edu_l1_label": "IOS"}, {"txt": "2. 太阳底下无新鲜事：", "language": "chinese", "position": {"atoms": [{"position_id": 339, "txt": "2. 太阳底下无新鲜事：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[8]/strong/span"}]}, "tags": ["strong"], "label": "title2", "web_segment_id": 49, "global_sentence_id": 15, "edu_l1_label": "IOS"}, {"txt": "后发模型的算力效率优势曾导致英伟达股价大跌，事后看只是算力需求发展星辰大海的小浪花", "language": "chinese", "position": {"atoms": [{"position_id": 340, "txt": "后发模型的算力效率优势曾导致英伟达股价大跌，事后看只是算力需求发展星辰大海的小浪花", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[8]/strong/span"}]}, "tags": ["strong"], "label": "title2", "web_segment_id": 49, "global_sentence_id": 16, "edu_l1_label": "IOS"}, {"txt": "无独有偶，2024年4月19日，Meta发布LLaMA", "language": "chinese", "position": {"atoms": [{"position_id": 342, "txt": "无独有偶，2024年4月19日，Meta发布LLaMA", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[10]"}]}, "tags": [], "label": "content", "web_segment_id": 50, "global_sentence_id": 17, "edu_l1_label": "IOS"}, {"txt": " 3大模型，从跑分数据来看70B参数的开源模型基本可与GPT4相媲美，引发了关于算力需求讨论，当日英伟达大跌10%。", "language": "chinese", "position": {"atoms": [{"position_id": 343, "txt": " 3大模型，从跑分数据来看70B参数的开源模型基本可与GPT4相媲美，引发了关于算力需求讨论，当日英伟达大跌10%。", "x": 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["img"], "label": "figure", "web_segment_id": 52, "global_sentence_id": 22, "edu_l1_label": "EDU_O"}, {"txt": "llama 3 VS GPT4：", "language": "chinese", "position": {"atoms": [{"position_id": 347, "txt": "llama 3 VS GPT4：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[14]/span"}]}, "tags": [], "label": "figure_title", "web_segment_id": 52, "global_sentence_id": 23, "edu_l1_label": "EDU_O"}, {"txt": "https://www.vellum.ai/blog/llama-3-70b-vs-gpt-4-comparison-analysis", "language": "chinese", "position": {"atoms": [{"position_id": 348, "txt": "https://www.vellum.ai/blog/llama-3-70b-vs-gpt-4-comparison-analysis", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[14]/span"}]}, "tags": [], "label": "figure_title", "web_segment_id": 52, "global_sentence_id": 24, "edu_l1_label": "EDU_O"}, {"txt": "3. Jevons 悖论：", "language": "chinese", "position": {"atoms": [{"position_id": 350, "txt": "3. Jevons 悖论：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[17]/strong/span"}]}, "tags": ["strong"], "label": "title2", "web_segment_id": 53, "global_sentence_id": 25, "edu_l1_label": "IOS"}, {"txt": "降低AI行业进入门槛与成本，反而推动总需求上升", "language": "chinese", "position": {"atoms": [{"position_id": 351, "txt": "降低AI行业进入门槛与成本，反而推动总需求上升", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[17]/strong/span"}]}, "tags": ["strong"], "label": "title2", "web_segment_id": 53, "global_sentence_id": 26, "edu_l1_label": "IOS"}, {"txt": "DeepSeek所有模型均为开源模型，即所有应用厂商一夜之间都拥有了可以比肩顶级AI的大模型，而且还可自行二次开发、灵活部署，这将加速AI应用的发展进程。", "language": "chinese", "position": {"atoms": [{"position_id": 353, "txt": "DeepSeek所有模型均为开源模型，即所有应用厂商一夜之间都拥有了可以比肩顶级AI的大模型，而且还可自行二次开发、灵活部署，这将加速AI应用的发展进程。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[19]/span[1]"}]}, "tags": [], "label": "content", "web_segment_id": 54, "global_sentence_id": 27, "edu_l1_label": "IOS"}, {"txt": "当模型的成本越低，开源模型发展越好，模型的部署、使用就会更高频率、更多数量。", "language": "chinese", "position": {"atoms": [{"position_id": 355, "txt": "当模型的成本越低，开源模型发展越好，模型的部署、使用就会更高频率、更多数量。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[19]/span[2]"}]}, "tags": [], "label": "content", "web_segment_id": 54, "global_sentence_id": 28, "edu_l1_label": "IOS"}, {"txt": "DeepSeek的突破让很多人第一次认识到AI模型的实用价值，真正开始使用模型。", "language": "chinese", "position": {"atoms": [{"position_id": 357, "txt": "DeepSeek的突破让很多人第一次认识到AI模型的实用价值，真正开始使用模型。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[19]/span[3]"}]}, "tags": [], "label": "content", "web_segment_id": 54, "global_sentence_id": 29, "edu_l1_label": "IOS"}, {"txt": "有了更多低成本、本地、开源模型，Token的需求量会成千上万倍的增加。", "language": "chinese", "position": {"atoms": [{"position_id": 359, "txt": "有了更多低成本、本地、开源模型，Token的需求量会成千上万倍的增加。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[19]/span[4]"}]}, "tags": [], "label": "content", "web_segment_id": 54, "global_sentence_id": 30, "edu_l1_label": "IOS"}, {"txt": "这就是经济学上著名的“杰文斯悖论”：", "language": "chinese", "position": {"atoms": [{"position_id": 361, "txt": "这就是经济学上著名的“杰文斯悖论”：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[19]/span[5]"}]}, "tags": [], "label": "content", "web_segment_id": 54, "global_sentence_id": 31, "edu_l1_label": "IOS"}, {"txt": "“当技术进步提高了资源使用的效率，不仅没有减少这种资源的消耗，反而因为使用成本降低，刺激了更大的需求，最终导致资源使用总量反而上升。”", "language": "chinese", "position": {"atoms": [{"position_id": 363, "txt": "“当技术进步提高了资源使用的效率，不仅没有减少这种资源的消耗，反而因为使用成本降低，刺激了更大的需求，最终导致资源使用总量反而上升。”", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[2]/section/section[2]/p[21]/span/strong"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 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# Deepseek是“算力屠夫”还是“新春红包”？
## Deepseek或是算力星辰大海的一朵“小浪花
### 1. 556万美元远远低估DeepSeek v3真实训练算力与未来发展需求
### 2. 太阳底下无新鲜事：后发模型的算力效率优势曾导致英伟达股价大跌，事后看只是算力需求发展星辰大海的小浪花
### 3. Jevons 悖论：降低AI行业进入门槛与成本，反而推动总需求上升