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DeepSeek:Didalittleknown
ChinesestartupcauseaSputnik
momentforAI?
Alittle-knownChinesestartup,DeepSeek,has
releasedachatbotthatexpertssaycompeteswith
industryleaderslikeOpenAIandGoogle,despite
usinglessmoneyandcomputingpower.Thishas
sparkedconcernsamonginvestors,causingtech
stockstodropandwipingnearly$600billionfrom
chipmakerNvidiasmarketvalue.
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DeepSeek’ssuccesschallengesthebeliefthatAI
developmentrequiresendlessscalingandmore
chips.Thecompanytraineditsbotusingjustover
2,000NvidiaH800GPUsinafewweeks,costing
$5.6million.Incontrast,othershavereportedly
used10,000ormoreGPUsandspentover$100
millionforsimilarresults.
MarinaZhang,ascholarattheUniversityof
TechnologySydney,saysDeepSeekrepresentsa
newkindofinnovationforChina—notjust
improvingexistingmodelsbutbreakingnew
ground.Thecompanyhasoptimizedalgorithms
toovercomelimitedcomputationalpower.
However,U.S.chipexportcontrols,imposedin
2022tolimitChina’saccesstoadvanced
microchips,havenotentirelystoppedDeepSeek.
ThecompanyreportedlystockpiledNvidiaA100
GPUsbeforethebanandlaterusedtheless
powerfulH800GPUs,whichwerebrieflylegalto
selltoChina.
GregoryAllen,adirectorattheCenterfor
StrategicandInternationalStudies,arguesthat
whileDeepSeekhasmadealgorithmic
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breakthroughs,itsaccesstoadvancedGPUs
remainslimited.Thiscouldhinderfu