八点最热报 | 震动硅谷、搅动美股、让特朗普震惊,中国人工智能AI初创公司“DeepSeek深度求索”惊艳亮相后,在过去一个星期的农历新年期间持续引发强力冲击波,冲向世界。全球都在热烈讨论DeepSeek。DeepSeek为何火爆全球?美国又在慌什么?(主播:梁宝仪)
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00:00Before watching the video, let me remind you that there is more content on the R.E.D.I.M.P.E. website.
00:05After the shocking revelation of DeepSeek, a Chinese artificial intelligence AI company,
00:15during the past week of the lunar new year, it has continued to trigger a strong wave of impact and rush to the world.
00:21The whole world is hotly discussing DeepSeek.
00:25Why is DeepSeek so popular all over the world? What is the United States panicking about?
00:29The U.S. has launched a technology war against China in recent years,
00:32surrounding China's development in chip development and technology.
00:36In a situation where resources are relatively scarce, DeepSeek appeared out of nowhere.
00:40China's successful counterattack made the U.S. collapse.
00:44DeepSeek created a low-cost technological miracle,
00:48overturning the global AI ecosystem,
00:50and subverting the rules of the game led by the U.S. on the AI track.
00:56There are even comments that China fought an AI-version of the Korean War.
01:02In 1950, the Korean War, the newly established New China,
01:06faced the U.S.-led Western strongholds,
01:09China's military was in obvious weakness.
01:12The U.S.-led United Nations was equipped with advanced tanks, cannons, and controls.
01:19The Chinese volunteers relied on simple guns,
01:23a small number of light weapons,
01:25a lack of air support, and even food and winter clothing.
01:29However, although it was just a small number of rice and a rifle,
01:32it succeeded in turning the game around through flexible tactics and stubborn will,
01:37bringing the U.S. military back to the three-eight line,
01:39allowing the U.S. to take the initiative to make peace.
01:41History is always amazingly similar.
01:43In recent years, in the technology war between the U.S. and China,
01:48the U.S. has used technical blockade and allied pressure to curb the rise of Chinese technology.
01:55In December 2018, in order to suppress Huawei,
01:59the U.S. captured Huawei's chief financial officer Meng Wanzhou through allied Canada,
02:04then listed Huawei on the list of entities,
02:07cut off Huawei's high-end chip supply,
02:09and joined forces with allies to prevent Huawei from participating in the construction of a global 5G network,
02:15causing unprecedented pressure on Chinese technology companies to survive.
02:19The U.S. has also used the Chip and Science Act to restrict China's acquisition of high-end semiconductor technology,
02:25and has formed a technical blockade alliance with the Netherlands, Japan, etc.,
02:30to curb China's development in the field of chip manufacturing and artificial intelligence.
02:35However, DeepSea bypassed the blockade through innovative technology,
02:39and tried to find technical breakthroughs in the midst of difficulties,
02:43achieving a breakthrough in the new way.
02:47DeepSea used the least amount of money to do the most,
02:50spending less than $6 million,
02:52which is less than a quarter of the cost of using the Chad GPT and Meta model,
02:57but developed a product that was enough to compete with each other,
03:00and challenged the U.S.'s technological dominance that it thought could not be shaken,
03:06allowing China to rise again with the Xiaomi rifle.
03:13On the first weekend of President Trump's return to the White House,
03:16China's technology industry launched an AI-version of the Flying Leg Missile
03:19at Silicon Valley and the White House,
03:21which blew up the entire tech circle in the United States.
03:24A Chinese AI startup in Hangzhou
03:26launched a low-cost, high-capacity robot chat product,
03:30DeepSea,
03:32which challenged the U.S.'s dominance in the field of artificial intelligence.
03:37Many of the U.S. players,
03:39they were in their minds, and maybe a little bit arrogant,
03:43thinking that they're two years ahead of China.
03:45There's no way that China or a Chinese startup would produce a model
03:49that is as superior and matches the models that we have right now.
03:52So they truly believe that we're two years ahead of anything that can happen there.
03:55And this proved that completely to be false,
03:57because this new model matches and even exceeds
04:00the best models that we have here in the U.S. right now.
04:02The founder of the U.S. AI company Vectera,
04:05CNCEO Awadallah, said during a media interview
04:08that DeepSea was a big hit,
04:10and that he was impressed by the U.S. tech industry,
04:13which he thought was ahead of China.
04:15Because of DeepSea's appearance,
04:17it proved that some U.S. companies
04:19thought that their arrogant assumption of leading China in the AI competition
04:23was wrong.
04:24In his opinion,
04:25the U.S.'s sanctions against China on the chip
04:28instead stimulated China's innovation potential,
04:31and developed a model level of equal quality
04:34with OpenAI at a lower cost.
04:38It's because the Chinese developers were constrained
04:42in terms of the hardware resources they're able to use,
04:44because of the U.S. laws prohibiting certain types of graphics cards
04:48from being sold into China,
04:50they came up with a lot of optimization techniques that were genius
04:53in terms of how they're leveraging the hardware,
04:55and that brought down the cost.
04:57Essentially what's happening is,
04:58NVIDIA was overvalued, let's be honest.
05:00They were incredibly overvalued given the revenues
05:03and even the growth rate that they had.
05:05DeepSea, with more than five chips,
05:07at a lower price,
05:09developed a model that was equal to and even stronger than OpenAI,
05:14which shocked American tech giants.
05:16DeepSea's rise shocked the U.S. tech industry and investors.
05:20However, a U.S. student at Stanford University
05:22believes that history has proven
05:24that China has successfully used limited resources
05:27to develop highly competitive tech products.
05:31The U.S. tech industry shouldn't be too surprised
05:33by DeepSea's success.
05:35The focus now should be on
05:37how the U.S. will respond.
05:40I think they have always been very competitive,
05:43but I don't think we should be very surprised by it,
05:46because AI is not different from any other technology
05:50or even manufacturing processes,
05:52that China has become very successful
05:56despite limited resources in the beginning, and so on.
06:01So I don't think we should be too surprised
06:03about this particular DeepSea finding.
06:06What is more important is,
06:08now, how would the U.S. respond?
06:16DeepSea has become a hot topic in the AI world.
06:20In addition to its low cost and high performance,
06:22another big advantage is its open source.
06:25DeepSea's models and training methods
06:27are publicly available on the Internet,
06:29free for everyone to use, including commercial use.
06:32OpenAI CEO Altman
06:34said in a forum on Saturday
06:36that DeepSea has indeed made OpenAI
06:41lose some of its technological leadership,
06:44and admitted that in the past,
06:46DeepSea had taken the wrong decision
06:49on whether to take the open source strategy.
06:53At that time, DeepSea chose to close the model.
06:56Most of the models are exclusive technologies
06:58and provide services through payment.
07:02He revealed that OpenAI is currently discussing
07:04whether it needs to rethink its open source strategy
07:07and at the same time reveal all of OpenAI's thinking process.
07:14Microsoft Mechanics
07:16www.microsoft.com
07:18www.microsoft.com