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The Triumph Happy Choir ignited the Chinese Internet this week. Just like the victory of Google DeepMind defeating China’s most powerful Go players in 2017, the same is true for the West in artificial intelligence. Deepseek released this month’s amazing success in China, celebrating the release world of Deepseek’s release world AI reasoning mode.
A Chinese technology executive said that Deepseek is smarter, and cheaper AI models are “scientific and technological achievements to shape our country’s destiny.” Another startup has become a key participant in the “China’s Large Model Technology Avengers Team”, which will confront our AI leading position.
However, as investors question whether Deepseek’s breakthroughs have damaged their huge expenses on AI infrastructure, China’s joy expressed pain to several giant technology companies in the United States. US technology and energy stocks lost $ 1Tn of $ 1Tn on Monday, although they restored some foundations later this week.
The stereotype of China may still be the stereotype of state subsidies and the capital -intensive manufacturing economy. It is good at creating impressive low -cost hardware, such as smartphones, solar panels and electric vehicles. However, in fact, China has become a global software superpowers a long time ago, surpassing the west of e -commerce and digital financial services, and also invested a lot on AI.
The emergence of DeepSeek has confused many prejudices about Chinese innovation, although it is far from the typical Chinese companies. It undoubtedly invalidate the ancient seeing, despite the innovation of the United States, China imitations and Europe have been adjusted. In several aspects, Deepseek is similar to a self -raised Silicon Valley startup, even if it is not established in the garage. The company was established in 2023 and has the same high -thickness as OPENAI and Google Deepmind to obtain human -level AI or artificial general intelligence (AGI). But its founder Liang Wenfeng runs one of the leading hedge funds in China, which means that the company does not need to increase external financing.
Liang explained in an interview published in “China Talk News and Communication” that Deepseek as a research laboratory rather than the operation of commercial enterprises. During the recruitment, it was given priority to the certificate and hired young Chinese education researchers. Liang said that these people have the freedom to explore space and make mistakes. He said: “Innovation often appears naturally-this is not a intentional plan or a professor.”
DeepSeek relies on open source AI models, such as Meta’s LLAMA, which is compared to the proprietary models preferred by Openai and Google. It is also narrow Office language when it is pursuing AGI, not trying to make multi -mode and combine images, audio and videos. “You think the idea of ’thoughts’ may actually be your brain woven language. This indicates that AGI similar to humans may appear from language models.” He said.
DeepSeek’s focus method enables IT to develop a convincing reasoning model without extra computing power, and it seems to be a small part of the cost of American competitors. Like other Chinese applications, American politicians quickly improved the security and privacy of DeepSeek. OpenAI even accused Chinese companies in violation of intellectual property rights. However, in view of the cases against the copyright against other people, some wealthy cases may cause violations.
Although some large American technology companies responded to the DEEPSEEK model with camouflage alerts, many developers could quickly use the opportunities that technology may generate. The functions and cheapness of DeepSeek’s derived model may make them use for continuous expansion. On Monday, Deepseek is the free application with the most downloaded downloads in the American Apple App Store.
Ironically, this may make the United States benefit from China from the breakthrough of DeepSeek. In the past few years, as the state has applied stricter control, China has been restricting its own private sector. Since 2018, the number of startups opened in China has plummeted. According to Pitchbook, China’s venture capital funds have fallen by 37 % to $ 400.2 billion last year, but in the United States, it has risen strongly.
DeepSeek pierced the arrogance of American technology oligarch. It exacerbates global competition and will accelerate the use of AI tools. For the time being, this may be the situation of Chinese innovation and the United States imitation. But is this just a spectacular fragmentation or the beginning of a long -term trend?
john.thornhill@ft.com
