财联社采访多位业内人士获悉,DeepSeek在业内快速广泛的部署应用,助推了年后开工两周以来AI算力市场的再度火爆。当前,算力设备租赁及采购的咨询量大幅攀升,需求仍集中于英伟达产品,特别是H系列算卡。虽然多位受访者称需求还未影响到供给,但算卡价格已经上涨。当前,智算中心的空置率也已有所降低,受访者预计未来随着DeepSeek等国产技术的崛起和应用场景的拓展,智算中心利用率有望逐步提高。(财联社)
金融界2025-02-18
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