Leggi questo articolo in Italiano
DeepSeek: why did China's new AI shake up the market?
By Davide Grammatica
Chinese startup DeepSeek has rewritten the rules of AI, not in terms of “capabilities” but in terms of resource management. How will it affect crypto?
The advent of DeepSeek
Rather than creating a more “affordable” model of artificial intelligence, DeepSeek, the now-famous Chinese AI startup, has forced a questioning ofbig tech’s approach to this technologia.
The implications are numerous, but the most important is the reevaluation of traditional artificial intelligence models that have been invested in (and so much) so far.
OpenAI, for example, spends in the billions to sustain the computing power of its platforms, while DeepSeek would have achieved the same results with a few million dollars.
The “Chinese model” managed to quail OpenAI’s and Anthropic’s best LLM with a very small fraction of the hardware that should have been needed. It is natural, consequently, that DeepSeek has already surpassed OpenAI in Apple’s app ranking.
Leaving aside the technicalities, suffice it to say that DeepSeek’s AI training was done through completely different techniques than those used by U.S. developers, and today an additional problem is this: the U.S. suddenly finds itself lagging behind China.
In some ways, the very large investments would not have allowed American players to come up with more efficient solutions, since the funds to obtain enough high-performance hardware were always to be found.
DeepSeek, to give a measure of the change in outlook, reportedly developed (among others) a “multi-token” system, which processes whole sentences simultaneously instead of individual words, and this made the system much faster while maintaining an accuracy judged sufficient.
Experts speak of a shift from an LLM (large language model) to an SLM (small language model), which would require little computation and thus easier execution on “weaker” machines such as smartphones.
NVIDIA $NVDA and the AI crowd are taking it on the chin today, thanks to a Chinese startup named DeepSeek.
Semiconductors $SMH are taking the brunt, with NVIDIA $NVDA -12%, Broadcom $AVGO -12%, and Taiwan Semi $TSM -10% all seeing significant drops. $NVDA‘s losses account for… pic.twitter.com/hO8dxbPJwB
— Wolfe (@everytimeicash) January 27, 2025
Everything changes in the AI sector
The collapse in AI stocks is not surprising. As already reported, Nvidia, AMD, Microsoft, Meta and Google are already suffering the consequences of this paradigm shift. And the blow has not spared even token-AI in the crypto world.
Still, the dynamic has revolutionary potential. The development of AI, may not require huge data centers and specialized hardware, with major implications from an energy sustainability perspective. Most importantly, it has overturned the hierarchy among the players in the game at a time when a few players were thought to have a monopoly on the industry.
Clearly you don’t understand OpenAI needs billions of dollars of hardware to answer the same question the DeepSeek can answer on your home computer without an internet connection.
It literally costs 97% less per query. pic.twitter.com/EBc0dHjaru
— Financelot (@FinanceLancelot) January 26, 2025
Fa sorridere, infine, che l’avvento di DeepSeek sia sostanzialmente coinciso con l’annuncio di Trump del progetto Stargate, per un investimento da circa 500 miliardi nell’infrastruttura da dedicare all’AI negli Usa.
Seguici sui nostri canali YouTube e Telegram: troverai tanti altri aggiornamenti, tutorial e approfondimenti per essere sempre sul pezzo!
