因为我善？DeepSeekV4 国产适配和100 亿美金融资背后的阳谋，黄仁勋最怕的噩梦成真了！

DeepSeek V4 的发布，不仅是一次大模型的迭代，更是一场关于未来5年全球AI走势的豪赌。当 V4在其产品说明的小字里写下“适配华为昇腾后价格将大幅下降”时，国产算力与顶级模型的联姻正式走入深水区。为什么腾讯、阿里不做的事情，偏偏是 DeepSeek 顶上去了？计划融资 100亿美金背后，梁文锋到底在下一盘什么样的棋？本期节目一起剥开这场关乎国产 AI尊严与商业命脉的顶级博弈！ 00:00 国产适配，因为我善？ 02:37 绕过 CUDA？极其聪明的商业阳谋 06:59 这不是单纯的融资，这是一次关于未来五年入场券的战略卡位 08:18 CUDA难以逾越，但“腾笼换鸟”是中国最擅长的游戏 11:57 为什么是DeepSeek？不是BAT（B=Bytedance） 14:13 拿钱的目的，是为了站队 17:18 DeepSeek 选了一条最纯粹但也最危险的路 19:23 算力、电力、地权，这些才是大模型真正的生命线 25:51 当Nvdia变成稀缺品，华为升腾就成了唯一的 Option 29:07 为什么这个时候拿出一流的V4？ 32:12 在广阔的亚非拉新兴市场，这套中国方案大有可为【订阅 JustSayAI 早晚报】🌈 新朋友！订阅「JustSayAI 早晚报」· 每日两封 · 一键听报🌟 老朋友！加入会员获取 JustSayAI 早晚报+深度研报+文字专栏【主播小红书】📕叫我小苏就好啊【关注频道】▶️Youtube｜ 📺B 站｜ 📕小红书｜ 🎵抖音｜ 📻Podcast📱 商务合作/听友群：justsayai666在小宇宙查看该单集文稿

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因为我善？DeepSeekV4 国产适配和100 亿美金融资背后的阳谋，黄仁勋最怕的噩梦成真了！

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