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    1. DeepSeek does not appear to have fully moved beyond Nvidia. The company's technical report reveals that it is using Chinese chips to run the model for inference, but...appears to have adapted only part of V4's training process for Chinese chips.

      大多数人认为中国AI公司已经完全摆脱了对Nvidia的依赖,但作者认为DeepSeek V4仍主要依赖Nvidia芯片进行训练,仅在推理阶段使用中国芯片。这一观点挑战了'中国AI已实现完全自主'的主流叙事,暗示技术脱钩比表面看起来更为复杂。