Ngokwemithombo enolwazi ecashunwe yi-Bloomberg namuhla, i-DeepSeek ihlela ukwakha isikhungo esikhulu sedatha se-AI e-Inner Mongolia. Lo msebenzi omkhulu wengqalasizinda ukhombisa ukuthi le nkampani yase-China esaqala emkhakheni wobuhlakani bokwenziwa iyakhulisa ukuhlelwa kwayo kwamandla okwenza izibalo e-AI.
Ngokusho kwemithombo enolwazi engafunanga ukudalulwa kwamagama, i-DeepSeek ihlela ukwengeza e-Ulanqab, e-Inner Mongolia, amandla okwenza izibalo alingana no-1GW (igigawathi). Ngaphezu kohlelo lokuzakhela izikhungo zedatha, le nkampani iphinde ihlose ukuqasha amandla engeziwe kwezinye izinkampani.
Imithombo emibili enolwazi ithe ingxenye yamandla esikhungo sedatha se-DeepSeek izoqala ukusebenza ekupheleni konyaka ozayo noma ekuqaleni kuka-2028. Okwamanje akucaci ukuthi yiziphi iziphu ezizosetshenziswa kulo msebenzi. Njengereferensi, i-NVIDIA iyindinganiso yemboni yezikhungo zedatha ze-AI njengamanje, kanti i-Huawei iyinkampani emele umkhakha wezikhungo zedatha e-China.
I-DeepSeek ikhiphe iqoqo elisha lezikhala zemisebenzi ngo-April. Ngaphandle kwe-Hangzhou ne-Beijing, kwaqala ukuvela izikhala ezinendawo yokusebenza e-Ulanqab, e-Inner Mongolia. Lezi zikhala ezimbili ezihlobene yilezi: umphathi omkhulu wokulethwa kwezinsizakalo esikhungweni sedatha kanye nonjiniyela omkhulu wokusebenza nokugcinwa kwesikhungo sedatha, neholo elingu-15-30K · amaholo angu-14.
Izinga lokushisa elijwayelekile lonyaka e-Ulanqab licishe libe ngu-4°C. Isimo sezulu semvelo esibandayo singanciphisa isidingo sokupholisa amaseva e-AI asebenzisa amandla amaningi, okwenza le ndawo ibe yindawo efanele izinkampani ezinkulu ezakha izikhungo zedatha.
U-Huang Renxun, u-CEO we-NVIDIA, wake walinganisela ukuthi izindleko zokutshala imali esikhungweni sedatha esisezingeni lika-1GW esifakwe izisheshisi ze-AI ezisezingeni eliphezulu zingafinyelela ku-USD 50 billion (inothi: ngokwesilinganiso samanje sokushintshanisa imali, cishe u-338.682 billion yuan). Nokho, lezi zindleko zingahluka kakhulu kuye ngendawo yokwakha nohlobo lweziphu ze-AI. Kuyaziwa ukuthi izindleko zokwakha izikhungo zedatha ze-AI e-China zivame ukuba ngaphansi kunezase-United States.
Ngenxa yezizathu ezihlobene nesikhathi sokusebenza, i-DeepSeek ayizange iphendule ngokushesha esicelweni se-Bloomberg sokuphawula.