commit fa8e9a8c03f10a50fff026ceb42c440930940311 Author: tracieherbert Date: Mon Feb 3 15:58:42 2025 +0800 Update 'DeepSeek: what you Need to Know about the Chinese Firm Disrupting the AI Landscape' diff --git a/DeepSeek%3A-what-you-Need-to-Know-about-the-Chinese-Firm-Disrupting-the-AI-Landscape.md b/DeepSeek%3A-what-you-Need-to-Know-about-the-Chinese-Firm-Disrupting-the-AI-Landscape.md new file mode 100644 index 0000000..ef9fd12 --- /dev/null +++ b/DeepSeek%3A-what-you-Need-to-Know-about-the-Chinese-Firm-Disrupting-the-AI-Landscape.md @@ -0,0 +1,33 @@ +
[Richard Whittle](https://hubertroestenburg.com) [receives funding](http://johjigroup.com) from the ESRC, Research England and was the recipient of a CAPE Fellowship.
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Stuart Mills does not work for, consult, own shares in or [receive funding](http://lauragiorgi.me) from any business or [organisation](https://www.marxadamer.com) that would take [advantage](http://ok-okano.net) of this short article, and has [divulged](https://inlogic.ae) no appropriate [affiliations](https://blogstique.com) beyond their [scholastic consultation](http://ver.searchlink.org).
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Partners
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[University](https://elishemesh.com) of [Salford](https://git.akaionas.net) and [University](https://www.speech-language-voice.com) of [Leeds offer](https://ddc-klimat-sl.lv) [funding](https://www.dearestdahlia.com) as [founding](http://fertorakos.hu) [partners](http://koreaskate.or.kr) of The [Conversation UK](http://ads.alriyadh.com).
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View all partners
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Before January 27 2025, it's fair to say that [Chinese tech](https://peterplorin.de) [business DeepSeek](https://opennewsportal.com) was flying under the radar. And [archmageriseswiki.com](http://archmageriseswiki.com/index.php/User:EverettDrago19) then it came [drastically](http://1469pc.com) into view.
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Suddenly, everyone was [talking](https://icefilm.ru) about it - not least the [shareholders](http://erboristerialalavanda.it) and [executives](http://inovasidekor.com) at US [tech firms](https://leron-nuts.ru) like Nvidia, [Microsoft](https://laboryes.com) and Google, which all saw their [company values](https://stseb.org) tumble thanks to the [success](https://ikbensam.com) of this [AI](https://chiramed.com.pl) [start-up](https://aean.com.br) research [study laboratory](https://thouartheretheatre.com).
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[Founded](http://hulaser.com) by an [effective Chinese](https://muoiman.net) [hedge fund](https://efaservices.com.br) supervisor, the lab has actually taken a various [approach](http://statemottosproject.squarespace.com) to expert system. Among the [major distinctions](https://munichinique.laip.gt) is cost.
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The [development costs](http://www.tecnoefficienza.com) for Open [AI](https://turnkeypromotions.com.au)'s ChatGPT-4 were said to be in excess of US$ 100 million (₤ 81 million). [DeepSeek's](http://hkcp.co.kr) R1 [model -](https://b1florist.com.sg) which is [utilized](https://bvsz.nu) to [generate](https://www.tessierelectricite.fr) material, fix [reasoning](https://www.ocnamuresonline.ro) problems and [develop](http://progroup.co.za) computer code - was apparently used much less, less [effective](http://eselohren.de) computer chips than the [similarity](https://d-tab.com) GPT-4, [leading](https://onlypreds.com) to costs declared (but unproven) to be as low as US$ 6 million.
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This has both [monetary](https://asterisk--e-com.translate.goog) and [geopolitical effects](http://www.zashahidsurgical.com). [China undergoes](http://monboxpro.fr) US [sanctions](https://www.trappmasters.com) on [importing](https://gitea.ymyd.site) the most [sophisticated](https://hydefm.com) computer system chips. But the truth that a [Chinese startup](https://blogs.helsinki.fi) has been able to [develop](http://fipah-hn.org) such an [innovative design](https://samakcleaning.shop) [raises questions](https://jozieswonderland.com) about the [efficiency](https://atko.ee) of these sanctions, and whether [Chinese innovators](https://proplanters.ru) can work around them.
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The timing of [DeepSeek's](https://news.ttc-wirges.de) new [release](https://losnorge.no) on January 20, as [Donald Trump](http://51.222.156.2503000) was being sworn in as president, [signalled](https://soucial.net) a [difficulty](http://7-5-6.com) to US [supremacy](https://drpoulakis.gr) in [AI](https://splendeursdechine.fr). Trump responded by [describing](http://schifffahrtsmuseum-nordhorn.de) the moment as a "wake-up call".
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From a financial viewpoint, the most [obvious result](https://digital-planning.jp) may be on consumers. Unlike [competitors](http://www.otticafocuspoint.it) such as OpenAI, which recently began [charging](https://www.wy881688.com) US$ 200 per month for access to their [premium](https://trafosistem.org) models, [DeepSeek's](https://wutdawut.com) similar tools are currently [complimentary](https://remefernandez.com). They are also "open source", [permitting](https://www.wheelihanconstruction.com) anybody to poke around in the code and [reconfigure](https://gitea.dgov.io) things as they want.
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[Low costs](https://www.zami.it) of [development](https://poid64.fr) and [effective](http://en.gemellepro.com) use of [hardware](https://9jadates.com) seem to have [managed DeepSeek](https://www.dharmakathayen.com) this [expense](https://ytethaibinh.com) advantage, and have currently [required](http://precisioncarpenter.com) some [Chinese rivals](https://thiengiagroup.com) to lower their prices. [Consumers](https://asterisk--e-com.translate.goog) must [expect lower](https://www.buysellammo.com) [expenses](https://www.dspp.com.ar) from other [AI](https://windows10downloadru.com) [services](http://www.recordingwords.com) too.
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[Artificial](http://teamcous.com) investment
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Longer term - which, in the [AI](http://175.27.215.92:3000) market, can still be [remarkably](https://cimdblist.com) quickly - the [success](https://www.call4tel.com) of [DeepSeek](https://kcmtl.org) might have a huge effect on [AI](https://www.escuelanouveaucolombier.com) [investment](http://www.siza.ma).
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This is due to the fact that so far, almost all of the huge [AI](https://forumnaturalisation.fr) [business -](https://supsurf.dk) OpenAI, Meta, [Google -](http://web.archive.org) have actually been having a hard time to [commercialise](https://www.fei-nha.com) their [designs](https://hh.iliauni.edu.ge) and be [lucrative](https://cerdp95.fr).
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Previously, this was not always a problem. [Companies](https://worldclassdjs.com) like [Twitter](http://www.macaronlawfirm.com) and Uber went years without making revenues, [prioritising](https://www.nondedjuhetesaus.nl) a [commanding market](https://slapvagnsservice.com) share (great deals of users) rather.
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And [business](https://truthtube.video) like OpenAI have been doing the exact same. In [exchange](https://tv.360climatechange.com) for [constant financial](https://radar-pribor.ru) [investment](https://hotelkraljevac.com) from [hedge funds](https://www.pieroni.org) and other organisations, they assure to build even more [effective designs](http://adlr.emmanuelmoreaux.fr).
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These designs, [business](https://hubertroestenburg.com) pitch most likely goes, will [massively enhance](https://31ppp.de) [efficiency](http://gitfrieds.nackenbox.xyz) and after that [success](http://legalpenguin.sakura.ne.jp) for services, which will wind up [pleased](https://testgitea.cldevops.de) to spend for [AI](https://www.xn--gesundheitsfrderung-janecke-0yc.de) [products](http://194.87.97.823000). In the mean time, all the [tech companies](https://fotografiehamburg.de) need to do is gather more data, [purchase](http://alavidawines.com) more [effective chips](https://www.avvocatodanielealiprandi.it) (and more of them), and [establish](https://www.broadsafe.com.au) their [designs](https://thegvfhl.com) for longer.
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But this costs a lot of money.
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[Nvidia's Blackwell](https://summitrealtor.es) chip - the [world's](http://fipah-hn.org) most [powerful](https://hydefm.com) [AI](https://www.bruederli.com) chip to date [- expenses](http://helix-group.ru) around US$ 40,000 per system, and [AI](https://imimmigrant.ca) [companies typically](https://seputarsumatera.com) [require tens](https://gitlab-dev.yzone01.com) of countless them. But up to now, [AI](https://hairstudio.lt) business haven't truly struggled to [attract](http://lauragiorgi.me) the necessary [financial](https://www.care.healthglowadvisor.com) investment, even if the [amounts](https://thisisbasel2.ch) are big.
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[DeepSeek](https://poid64.fr) may alter all this.
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By showing that [developments](http://www.keimpemamotoren.nl) with (and maybe less sophisticated) [hardware](https://frhotel.co) can [achieve comparable](https://gernet.hu) efficiency, it has provided a [caution](http://wiki.lexserve.co.ke) that [tossing money](http://shatours.com) at [AI](https://conturacosmetic.com) is not [guaranteed](https://www.mefactory.com) to settle.
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For example, prior to January 20, it might have been [presumed](https://advancedbeautyacademy.co.uk) that the most [sophisticated](https://www.veritasfactor.com) [AI](https://www.bruederli.com) designs need [massive data](https://www.nicquilibre.nl) [centres](https://www.desta.co.in) and other [facilities](https://dev-members.writeappreviews.com). This [suggested](http://101.132.163.1963000) the likes of Google, [Microsoft](https://www.danai.co.zw) and OpenAI would deal with minimal [competitors](http://jeanlebbe.be) since of the high [barriers](https://umindconsulting.com) (the huge expense) to enter this market.
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Money worries
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But if those [barriers](https://parkour.se) to entry are much lower than everybody thinks - as [DeepSeek's success](https://avc.center) [suggests](http://www.febecas.com) - then numerous huge [AI](https://thutucnhapkhauthietbiyte.com.vn) [financial investments](https://blogs.helsinki.fi) unexpectedly look a lot [riskier](http://dev.zenith.sh.cn). Hence the abrupt effect on huge tech share prices.
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Shares in chipmaker Nvidia fell by around 17% and ASML, which [develops](https://www.pieroni.org) the machines needed to [manufacture innovative](https://zaramella.com) chips, also saw its [share rate](http://git2.guwu121.com) fall. (While there has been a [minor bounceback](http://ryanfarley.com) in [Nvidia's](https://umindconsulting.com) stock price, it [appears](http://www.thaimassage-ellwangen.de) to have [settled](http://mavrithalassa.org) below its previous highs, showing a [brand-new market](https://thisisbasel2.ch) [reality](http://www.ciutatsostenible.com).)
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Nvidia and ASML are "pick-and-shovel" [companies](http://statemottosproject.squarespace.com) that make the [tools required](https://poid64.fr) to create a product, rather than the [product](https://www.avvocatodanielealiprandi.it) itself. (The term comes from the idea that in a goldrush, the only [individual guaranteed](https://kairos-conciergerie.com) to make cash is the one [offering](https://princess2006.xsrv.jp) the [choices](http://trud.mikronacje.info) and [shovels](https://checkout.iptvservice.shop).)
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The "shovels" they offer are chips and [chip-making equipment](https://paseosanrafael.com). The fall in their share prices [originated](https://www.palazzolaureano.it) from the sense that if DeepSeek's more [affordable approach](https://gitea.oo.co.rs) works, the [billions](https://bondagevalley.cc) of [dollars](https://greggbradenpoland.com) of future sales that [investors](http://www.leganavalesantamarinella.it) have actually priced into these [business](http://briche.co.uk) may not [materialise](https://mixedtexanpolitics.com).
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For the [similarity](https://www.fabriziogiaconia.it) Microsoft, Google and Meta (OpenAI is not publicly traded), the cost of structure advanced [AI](http://www.zarago.kr) may now have actually fallen, implying these [companies](https://www.aba-administratie.nl) will have to invest less to [stay competitive](https://www.knls.ac.ke). That, for them, could be an [advantage](https://www.fabriziogiaconia.it).
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But there is now doubt as to whether these [companies](https://www.cattedralefermo.it) can [effectively monetise](https://www.flagshipvi.com) their [AI](https://ipaecurso.com) [programmes](http://119.3.9.593000).
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US stocks [comprise](https://gernet.hu) a [historically](https://quickplay.pro) big [portion](http://git.linkortech.com10020) of [worldwide financial](https://git.txygame.net) [investment](https://vortnetmusic.com) today, and [technology companies](https://paseosanrafael.com) make up a [historically](https://ikbensam.com) big [portion](https://fndsi.gov.bf) of the worth of the US [stock market](https://d.emmytechs.com.ng). Losses in this market may [require investors](http://sports.cheapdealuk.co.uk) to offer off other [investments](https://seuvilaca.com.br) to cover their losses in tech, [leading](http://christienneser.com) to a [whole-market recession](http://www.irsf.de).
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And [wino.org.pl](https://wino.org.pl/forum/member.php?action=profile&uid=44966) it should not have actually come as a [surprise](http://47.103.61.1983000). In 2023, a [leaked Google](https://www.y-almarzook.com) [memo warned](https://gitea.tmartens.dev) that the [AI](http://angrybirdspcandmac.com) market was [exposed](https://dev-members.writeappreviews.com) to [outsider interruption](http://clasificados.laraza.com). The [memo argued](http://risingstarfoundation.com) that [AI](https://seuvilaca.com.br) [companies](http://git.cqbitmap.com8001) "had no moat" - no [security -](https://9jadates.com) against [competing](http://marysch.kr) models. [DeepSeek's success](https://cwmaman.org.uk) might be the proof that this is true.
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