The release of the DeepSeek-V4 large model is imminent, and industry research reports predict that it will effectively break through the "chip wall" and "memory wall".

Nomura Securities has released a research report on the theme of AI, focusing on the new flagship large-scale language model V4 to be released by DeepSeek. Nomura believes that as a player who launched DS-V3/R1 last year and stirred up the global AI industry chain, DeepSeek's new technology layout will not only accelerate the innovation cycle of the Chinese AI industry chain, but also narrow the gap between China and the global large model industry through technological innovation in algorithms and engineering. The Nomura report believes that the technological breakthrough of DS-V4 will effectively break the shackles of the "chip wall" and "memory wall", empower the development of local computing power hardware and AI applications, and promote the maturity of China's open source large model ecosystem.