Frequency over artificial intelligence chatbot created by Chinese technology startup Deepseek Maintaining stock market Promote discussions on economic and geopolitical competition between the United States and China on Monday and developing AI technology。
Deepseek’s AI Assistant has become a free app downloaded on the Apple’s iPhone store. One of the concerns about some US high -tech industries of the United States is that China’s startups have caught up with American companies at the forefront of AI at a half cost.
The truth is to ask US high -tech companies to spend a huge amount of data centers and computer chips required to promote further AI progress.
On Monday, President Donald Trump praised Deep Shek AI, an artificial intelligence chatbot created by Chinese emerging companies. Deepseek AI AI has disturbed the stock market and promotes discussions on the United States and China’s economic and geopolitical competition in the development of AI technology.
However, Deepseek’s hype and misunderstanding of the technical progress have also led to confusion.
“The model they built is wonderful, but it’s not a miracle,” said Bernstein, one of several stock analysts, following the semiconductor industry and exaggerating the reaction of Wall Street. Analyst Stacy Lasgon said.
“They don’t use unknown innovation or secrets,” said Rasgon. “This is what everyone is experimenting.”
What is DeepSeek?
Startup Deepseek was established in Hangzhou, China in 2023, and released the first major AI language model in the second half of that year. CEO Liang Wenfeng previously established HIGH-FLYER, one of the Chinese top hedge funds focusing on quantitative transactions led by AI. By 2022, the fund was collecting 10,000 clusters of NVIDIA’s high -performance A100 graphic processor tip, based in California, used for building and execution of AI systems. Please post that summer Chinese social media platform WeChat. US Immediately after sales are restricted These chips to China.
Deepseek has been built with a low -performance H800 chip of NVIDIA, which is not prohibited in China, and has sent a message that the most fancy hardware may be required for cutting -edge AI research. I mentioned it.
Deepseek began to attract more attention last month in the AI industry. This releases a new AI model equivalent to the same model as a similar model of US companies such as Chatgpt Maker Openai, and trains the system with a high notes of cost -effective data in the use of expensive NVIDIA chips. Masu. Chatbot became easier to access when it appeared in Apple and Google app stores earlier this year.
However, it was a follow -up research paper last week on the same day as President Donald Trump’s inauguration, and began to panic. The paper is related to another Deepseek AI model called R1, which shows advanced “reasoning” skills, such as the ability to reconsider the approach to mathematics, and is much considerable than the same model sold by O1NAI. It was cheap.
“I don’t know what their economics looks like,” said Rasgon. “But I think the price range surprised people.”
“SPUTNIK” background
Behind the drama of DeepSeek’s technical abilities is the US debate in the best way to compete with China with AI.
“Deepseek R1 is the moment of AI’s SPUTNIK,” said venture capitalist Marc Andreessen, the launch of the 1957 satellite, which started a Cold War Exploration Race between the Soviet Union and the United States in Sunday posts on Social Platform X. See.
Andrisen, who advised Trump about technical policy, warns that the U.S. government’s excess regulation in the AI industry will hinder American companies and will be able to move forward.
However, attention to Deepseek has threatened to impair important US foreign policy strategies to restrict the sales of AI semiconductors designed by the United States to China. Some experts on the US -China relationship do not think it is an accident.
“Technology innovation is real, but the release timing is essentially political,” said Gregory Allen, the director of the Wadwanes AI Center of the International Research Center. Allen comparing the Deep Shek’s announcement last week during a diplomatic debate on the Biden Management Export Management Management in 2023, comparing a new calling of Haway, a licensed Chinese company, announced a new phone call.
“To show that export restrictions are useless or counterproductive are a very important goal of China’s current foreign policy,” Allen said Allen.
On Monday, Mr. Trump said DeepSeek’s breakthrough, “I don’t need to spend so much money.”
When I talked about Miami’s Republican members on Monday, Trump called deep shakenus “positive” if it was accurate because you didn’t spend much and couldn’t get the same result. He said this development was “called a call for wake -up to our industry, which needs to focus on competing to win.” ”
Trump signed a command last week on his first inauguration, and his administration said he could continue, saying that he would “identify and eliminate the missing holes in existing export regulations”, and he could continue, and he approached the Biden. It indicates that it is highly likely to strengthen.
With the same amount of spending, the progress of Deepseek in AI may damage the $ 500 billion AI investment of Openai, Oracle, and SoftBank by Trump in the White House.
NVIDIA’s shares decreased by 17 % on Monday, but in the statement, the company Deepseek as a “excellent AI progress” that “utilizing a wide range of models and fully compliant with export control”. I praised the job.
What is the difference between DeepSeek?
One of the distinction of DeepSeek from competitors such as Openai is that the model is “open source”. In other words, anyone can access and change the main components, but the company has not disclosed the data used for training.
However, the most praise of Deepseek’s R1 model is what NVIDIA calls the “complete example of test time scaling.” data.
“I’m basically just thinking loudly,” says Lennart Heim, a researcher of Rand Corp.
OPENAI’s inference models that start with O1 do the same, and other competitors, such as human and Google, may have similar functions that have not been released.
But he said, “It’s the first time that a Chinese company is approaching in a relatively short period of time. That’s why many people pay attention to it,” Heim said. “I believed that open was the leader, the king of the hill, and no one could catch up. I knew this was not completely.”
