Outlook | Domestic computing power breaks through to reshape industry competitive logic.

Recently, DeepSeek officially released and open sourced the new generation model DeepSeek V4, and announced full compatibility with Huawei Ascend chips. This is the first time a domestic large model has completed full-stack deployment from training to inference on a domestic chip, marking that our country's AI industry is gradually building a new industrial competition logic that is independent and controllable. Against the backdrop of intensified external technology blockades, the substitution of domestic chips has evolved from being an "alternative option" to a "necessary option." The core value of this breakthrough in compatibility lies in promoting the transition of the industry structure from "single point breakthroughs" to "systematic collaboration." In addition to Huawei Ascend, domestic chip brands such as Cambricon, Moore Threads, and Hygon Information have all announced the completion of "Day0" compatibility with DeepSeek V4, enabling the model to be released and go online immediately without the need for a debugging period. This signifies that the pattern of collaborative efforts up and down the domestic computing industry chain is accelerating.