GuShiio.com Minsheng Securities said that the development of head models such as DeepSeek has accelerated the implementation of AI applications, AIAgents, etc., and the rapid increase in usage has pushed the demand for AI computing power into the turning point from training to reasoning.
According to media reports, on February 18, DeepSeek released a purely technical paper report on NSA on social platform X. DeepSeek claims that NSA is a hardware-consistent and native-trainable sparse attention mechanism for ultra-fast long-context training and reasoning. Through optimized designs for modern hardware, NSA speeds up reasoning while reducing pre-training costs without affecting performance. It performs equally or better than the full attention model on general benchmarks, long-context tasks, and instruction-based reasoning.
Minsheng Securities said that the development of head models such as DeepSeek has accelerated the implementation of AI applications, AIAgents, etc., and the rapid increase in usage has pushed AI computing power demand into the turning point from training to reasoning. Deepseek is a “small wave” in the sea of computing power stars. It can be seen from the connection of WeChat and other head apps to DeepSeek that the use of national-level application models continues to amplify the demand for computing power, which in turn brings about a large increase in the demand for computing power such as reasoning, and the computing power industry is ushering in important development opportunities.
According to the Cailian theme library, among the relevant listed companies:
fasttrekCoresHub, its AI computing cloud service, officially launched the DeepSeek-R1 series of models.
Runjian StockJointly with Simm Computing to create a completely autonomous and controllable “computing-algorithm-application” national production closed-loop ecosystem, using independently developed AI chips, compilers, and tool chains to deeply couple them with DeepSeek, and releasing the industry-leading DeepSeek to support national production and computing power. government intelligence all-in-one machine.
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