雲從科技(688327.SH):在DeepSeek訓推、推理一體機領域已形成完整佈局
格隆匯2月28日丨雲從科技(688327.SH)在投資者互動平臺表示,公司在DeepSeek訓推、推理一體機領域已形成完整佈局: 此前,公司已推出從容大模型訓推、推理一體機;DeepSeek R1開源後,公司快速完成適配。相關產品集成大模型一體化生產平臺,具備模型訓練、推理、管理全流程等功能,支持語言、視覺、多模態三大類基礎模型,可靈活適配十億至千億級參數規格。 戰略上,公司形成了“一體機+Agent”雙輪驅動模式,意在將一體機作爲AI Agent產品服務的核心載體和關鍵入口,首先滿足政企客戶私有化部署需求,同時兼顧國產化(信創)與效率雙重目標。 分類上,公司一體機分爲信創版與非信創版,前者適配華爲等國產廠商芯片,形成完整的算力生態覆蓋。 技術上,通過融合各類開源模型與自研的從容視覺模型、多模態大模型,構建私有化、混合雲兩類部署架構,兼顧效率與數據安全。 銷售上,公司通過直銷、聯合推廣的方式,通過方案、直銷、租賃等模式實現,算力、模型、應用三位一體,滿足不同客戶的需求。 目前,從容大模型訓推、推理一體機已經陸續在網安、交通、電商等行業落地,通過私有化部署保障數據安全,助力企業實現業務效率的倍數級提升。 未來,公司將進一步推進從容大模型訓推、推理一體機的迭代升級,使其在AI應用中展現出更快、更強的多模態性能以及更低的成本優勢。同時還會在應用側加大agent推廣。
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