The artificial intelligence landscape is seeing a competition between OpenAI’s ChatGPT and a new challenger from China, DeepSeek.
DeepSeek Overview
- Introduced in late December by a Chinese AI startup.
- Free large language model, DeepSeek We3.
- Quickly became a top-ranking app on the iOS App Store.
- Positioned as a free alternative to OpenAI’s ChatGPT.
Key Event: DeepSeek R1 Release
- Released on January 20.
- Performance tests suggest it competes with OpenAI’s most advanced model.
- Gained attention among AI researchers and investors.
Market Concerns
- Developed in under two months with a budget of less than $6 million.
- Uses fewer and lower-quality GPUs compared to ChatGPT.
- Raises concerns for AI-related stocks, especially NVIDIA.
- Investors worry about reduced demand for high-end GPUs.
Global Reactions
- Microsoft CEO Satya Nadella noted the significance of China’s AI progress.
- Social media discussions focus on comparisons between ChatGPT and DeepSeek.
- Tech industry closely monitoring AI model efficiency improvements.
Future Outlook
- AI models may become more cost-effective and efficient.
- Potential shift in AI training and deployment strategies.
- Ongoing competition likely to drive further innovation in AI development.