Beth Kindig, I/O lead technology analyst, discusses the competition between Deepseek and ChatGPT in making money.
China -based Artificial Intelligence (AI) Startup Deepseek, one of the new models of artificial intelligence that is rival to US technology companies, launched markets on Monday and raised concerns about US companies that marginalize their artificial intelligence race to Chinese competitors. Lose.
According to a post in Wechat's official account, Deepseek released its R1 AI last week last week, which is said to be 20 to 50 times cheaper than the O1 Open-Maker Openai Openai.
Deepseek Artificial Intelligence The assistant, using its new Deepseek-V3 model, from ChatGPT to the top of the Apple Apple Vaulted Vaulted Apple. The model said the model is less than $ 6 million of computational power from what is said to have 2,000 NVIDIA H800 chips to achieve performance levels in PAR with the most advanced OpenAI and Meta models. The launch also launched its updated image production model, Janus-Pro on Monday.
Advances made by Deepseek with what is reported as fewer, lower chips and less expensive than spending on AI training by US competitors, selling markets and discussing whether Chinese company increases US companies. In this context is the AI race.
AI Startup Deepseek is confronted with hacking, blocking CCP questions
AI ChatBot Ai Deepseek blocked questions that are important about the Chinese Communist Party, showing a Fox Business review. (Picture Picture by Justin Sullivan / Getty Pictures / Giti Pictures)
Mark Andersen, the founder and general partner of Investment Investment Company Andersen Horwitz, wrote in a post in X that “Deepseek R1 is Sputnik AI moment”, referring to the USSR in the United States in the United States in the Cold War Space Contest
Jack Clark, the founder of anthropology, wrote in his “Import of Artificial Intelligence” newsletter, “R1 is remarkable because it extensively complies with the O1 Openai model with a wide range of reasoning tasks and the notion that Western AI companies lead to leadership. Challenges significantly toward the Chinese.
While some technology and investors figures in the artificial intelligence space see Deepseek's progress as a signal of entry into a new step Artificial Intelligence CompetitionOthers are less convinced that this is a widespread challenge for the US technology industry.
What is the Deepseek Chinese Artificial Intelligence Program?
Deepseek Chinese AI startup launched its markets by releaseing new models of artificial intelligence. (Getty Images / Getty Images)
Dan Evo, Managing Director and World Head of Technology Research in Wedbush Securities, wrote in a note on Monday that while LLM Deepseek has clearly affected the technology sector, it should not be a competitor to the company. Consider more powerful such as NVIDIA. Step
“No Global US Global 2000 plans to use a Deepseek Chinese startup to launch artificial intelligence infrastructure and its use.” “At the end of the day there is only one chip company in the world that launches independent, robotic and wider use of AI and this is NVIDIA. Starting a competitive LLM model for consumer use is one thing … Launching the broader infrastructure is the whole of the other games and nothing with Deepseek makes something different. “
Ivo sees the technical sector of sales with the emergence of Deepseek as a Investment opportunity In technical companies that are active in artificial intelligence.
“These are only opportunities for NVIDIA, Microsoft, Alphabet, Palaantir, SalEDForce, Amamon and Technology Ecosystem that are under heavy pressure today,” he wrote on Monday. “Deepseek affected the technology community with this LLM model … but these are 100 times the capacity/algorithms that are needed even to consider this competitive threat.”
Chinese Deepseek Chinese app is hammering US stock with a cheaper AI model model
Deepseek's artificial intelligence assistant topped the Openai Chat at the Apple Apple Store. (Christopher Darrenbach / Image Unity through Getty Images / Getty Images)
Mark Malek, CIO in the Sibt, observed in a note that while AAIP OPIC And other models “have extensive capabilities in natural language processing, while Deepseek is created as a specific task.”
In his note, Malek asked, “Who or what has been challenged by Deepseek's trip this week? Are these corporates, data security companies, network equipment makers, chip makers, IC design software providers, artificial intelligence users, etc. Was it? ”
“No, in terms of attention, LLM (Large Language Model) must be artificial intelligence models such as Openai, Google Deepmind, Anthropic (Claude) and perhaps Llama Meta,” he explained. “Now let's remember that these are Software companies With extensive resources that can easily change their algorithms to reflect the current status of the research. “
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Malek wrote: “Did Deepseek look for an efficient processing model for artificial intelligence? Maybe, but you can count on committed people to find any new technique, no matter who finds them. The market is competitive and rich. ” Human