奔赴百亿营收的金山云 会是下一个云厂商“巨头”吗

砍柴网
20 Mar

自开年以来,DeepSeek带给国内AI产业的“余震”不断。日前,DeepSeek正式启动“开源周”,再次引发市场关注。市场普遍认为,开源模式将重塑市场格局,有望从上游的硬件算力到下游的应用有望形成了一个完整的产业生态系统,进一步推动产业的生态繁荣,国产算力与AI应用潜力巨大。中信建投证券研究所所长武超则更是提出,算力板块尤其是国产算力作为AI产业链上游投资最确定方向的观点,认为国产算力“水到渠成...

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