Is Nvidia in trouble? China’s DeepSeek may transform AI


For geographical political and economic reasons, the Trump administration should work to protect the US leadership related to artificial intelligence.

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A Chinese company’s latest artificial intelligence technology has sent trauma waves this week through the AI-Industrial Complex in the United States.

In recent years, US companies Open, Google, Meta and Anthropic have dominated Leader Boards to cut AI. Microsoft, Amazon and nvidia The cloud and special AI hardware led. To play in this league, billions of dollars of war chest is needed.

Now, a Chinese hedge fund’s AI division and (relatively), a very small company, DiPsic, have issued large language and reasoning AI models whose performance is compared to the best class AI model in the United States.

Deep Sak’s AI’s progress is proud

According to the company, they did not use high -end GPUs (artificial intelligence chips), and the computing bill was estimated at only $ 5.6 million, allegedly spent by Openi and other leaders based in the United States. There is a part of hundreds of millions.

These claims were from experts and in response to industry, from doubts to trauma and panic. Based on the details of Deep Sak’s technical reports, it is progress, primitive, understandable.

Permission to make such a modern AI model available with open source license (giving it almost free for free) throws a wrench in pricing strategies of commercial AI shopkeepers, causing their mass Investing is needed.

This may also interfere with many Americans’ 401 (K) projects.

For the Chinese government, Dipic Big Tech is an impressive David for Golith: Local teams studied in higher Chinese universities, which led to innovation against difficulties, providing phased cost reduction, AI fresh Open the most models and publish their methods to take advantage of others.

Don’t surprise if such an open source AI has been branded as a digital version Belt and Road Initiata Ato And a device of Chinese soft power: AI solutions to the world, including developing countries, at a cost.

US companies still guide AI development

Clearly, this development does not disrupt the United States as a global leader of artificial intelligence, but it reduces the difference between the United States and China. For this, the US government needs to immediately review AI policies. This also raises serious questions about American AI companies about their competitive ditch and commercial AI economics and requires them to recover the strategy and investment.

These questions are important not only to policy vines, tech mogoals and venture capitalists – but also related to everyday Americans whose 401 (K) accounts are not maintained if the US AI leadership has not been maintained Can be affected.

Consider this 62 % of adult American (Including 80 % of USA 55 and older) Invest in stock.

S&P 500 23 % returned last year. Without “Excellent Seven” Technology Companies (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla – all the major AI players), it is very low.

It is not surprising that around the world, the initial response to the stock market about Deep Sak has been brutal.

In response to this disruption, there are some steps that the US government and industry leaders can focus on. The federal government, private equity, venture capital and other investors are putting billions of dollars in AI.

Last week, the Trump administration brought Openi, Oracle and Softbank for a program to announce the initial billion of 100 billion in AI computing centers, called Star Gate. The scale of these investment may require rehabilitation.

Despite these major measures, most of the policy making has been left in the courts. The legal fiction at the highest stake is taking away their way through the judiciary. Before the decision of these cases, the federal government should provide clarification on the rules.

The United States also needs to resist sealing open source AI. If the US government does so, it is in danger of space China and others. Let’s not forget that the open source allows us AI companies to take advantage of the new development of DPC in this period.

Next, there is a problem whether US export controls are fulfilling its goal. Really, NVIDIA H800 sells chipsWhich is a slow version of H100 chips that Washington has prevented from selling the company to China.

The US government has to estimate whether the export control will be effective on the best semiconductor chips. GPU can be implemented in a better implementation against smuggling. Ironically, AI will be helpful here.

Production artificial intelligence, while important, AI solution is just a tool in portfolio. Generative AI is crowded with other AI investments such as Bio -Mechanics and Robotics. By taking advantage of US research institutes and educational centers, these areas can be priority and grow.

Skilled strategies, even adding immigration issues, need to be taken seriously. David Sex, New Ayezar, and the Trump administration should consider developing a long -term vision and forming an interim plan, which was mandatory in an executive order last week.

Artificial intelligence needs to be preserved as US leadership, not just because this technology is changing for the future and geographical politically criticism. In addition, the power of the AI ​​industry in the United States and the financial health of millions of Americans are also at stake.

Kashyap Campla is the founder of an AI analyst Firm RPA 2A research. James Cooper is a law professor at the California Western School of Law in San Diego. Their A recent book “There is a short and pleasant leader for artificial intelligence for lawyers,” and his next book with West Academic publishing is about AI governance and regulation.

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