This week, DeepSeek, a Chinese artificial intelligence startup that sent Tech Stocks, caused new concerns about US companies that have lost their competitiveness in AI dominance.
DeepSeek claims that it has built an R1 model with a limited computing power of less than $ 6 million, but it states that this development rarely threatens AI leadership in the United States. Freedom and social opposition. The approach of Chinese companies is efficient, but US companies are promoting more ambitious projects and infrastructure investment.
“If Deepseek is as important as all papers is saying -and I think there is a good reason to believe in this, it will be more valuable for Openai projects in a shorter period. Yes, it will be more feasible. He also called Chinese startups on Monday “the most important company in AI now.” article。
DeepSeek’s R1 is an impressive model, especially for what can be offered at a price.
It is legal to provide a very good model and have a new competitors! Raise some release.
-Sam Altoman (@sama) January 28, 2025
He explained that DeepSeek’s new R1 model has reduced both financial barriers to AI development and advanced semiconductors. This is an important focus of the chips method. This model must achieve the same performance if the parameters are significantly small and reduce the calculation ability while maintaining output quality.
The DeepSeek app has already cruised in the top spots in the Apple App Store ranking, easily exceeding US competitors such as Chatgpt and Claude. The rise of the startup meteor rising has promoted the suspicion of investors on NVIDIA, which has been considered to be indispensable for scaling advanced language models for a long time, and the company’s shares before the Monday market ends. It caused a decrease of about 17 %. Silicon Valley’s Titan Mark and Lisen praised this model as “the moment of SPUTNIK of AI”, but expresses another example of Deepseek’s R1 in which the United States defeats the United States to major technical milestones. There is a reason to doubt that.
Deepseek R1 is the moment of AI SPUTNIK.
-MARC Andreessen🇺🇸 (@pmarca) January 26, 2025
RineHart praised DeepSeek for the high -quality US company, and praised Deepseek for high -quality AI, but the success of China’s startup always spells out the fall of US companies like Openai. I do not think it is. He explained that for its open source structure, DeepSeek’s R1 provides a kind of playbook that can rationalize its own model.
“That means that everyone else can see this white paper, and if you know what you are looking at, you are” OK, they are. That’s what we’re doing, so we can basically avoid the end of the research and know the direction in which research is generally pursued. ” “But as soon as it happens, it means that other frontary labs can do the same thing.” RineHart, which is referenced, specializes in the AI industry, not consumers. It is a document that clarifies the new language model function for the house and its application.
RineHart thinks that simply classifying software as “open source” or “closed sauce” is very simple for today’s language model, but they are still a little useful. Open source models such as deep siku are understood as traditional software. It promotes collaboration for anyone to use, change, or share. A closed source model like Openai is understood as a code holding ownership, and is limited to employees who have found the basic system.
He has also rejected the concept that DeepSeek models have sufficient cost efficiency to eliminate Stargate’s Openai needs. This is Openai CEO’s Sam Altman, Oracle CEO Larry Ellison, SoftBank CEO MASAYOSHI, the $ 100 billion AI data center in -frunity tibel. 。 The next generation of data centers that supplies computing power for “predictable use” much higher than currently being demanded. ” (Related: Our enemies may be planning to use Trump’s ambitious agendas to us)
Trump officially announced “Stargate”. $ MSFT Openai, SoftBank $ ARM,, $ NVDA & $ ORCL -Ins 100,000 employment and promote AI control under the son of SoftBank Masayoshi in Openai Managing Operation.pic.twitter.com/pgvmpbckbo
-Shay boloor (@stocksavvyshay) January 21, 2025
“My sense is that this will continue,” Line Heart said. “Openai is basically trying to create a next -generation data center. Regardless of it, they seem to do it … this new DeepSeek is basically everything. 。 [OpenAI’s] The effort is potentially boosted at a much lower speed, right? “
“This reduces the AGI timeline. For artificial general information, it’s what they particularly want … that is, you have to give it to Trump, right? He has announced one of the most important investments in the data center so far.
Artificial general information (AGI) represents important goals in the AI industry. An artificial intelligence system that allows all cognitive or intellectual tasks to match human -level performance or exceed it.
Dan Schneider, a policy expert and vice president of the media research center, a non -profitable watchdog group, does not seem to be in the reaction of the stock market against the release of deep seek in an interview with DCNF. NVIDIA, a long -standing favorite among investors, has lost nearly $ 600 billion on Monday.
“NVIDIA’s stock prices have risen sharply when people think it was an important incumbent,” said Schneider. “OK, this is what happens in a free market system in which new competitors enter the field and the incumbent loses value. Wall Street is created for all other businesses and people around the world. Whether you are in the Agri business or a widget, it will be more valuable. It will be a great benefit for the world. “
Schneider seemed to be as indifferent to the rise in competitiveness to US companies, and Deep Shek argued that there was less threat to American interests than the Chinese Communist Party itself. He predicts that this technology will ultimately cause China’s social turbulence, and open source freely has the belief that “AI has a true opportunity to end all kinds of authority and overallist regime.” I exchanged it and quoted his beliefs.
Find a deep and interesting prompt. From reddit pic.twitter.com/xgqyktlllm
-Rohan Paul (@rohanpaul_ai) January 26, 2025
“In the end, consumers are really trying to make a profit. I really believe that AI will be the key to defeating all kinds of authority and overallist regime,” said Schneider. He said that he acknowledged that he would use all kinds of technology to make weapons for his eerie purposes. “
The Stargate project has already started building the first data center campus in Texas. According to To Openai.
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