DeepSeek外刊时文阅读.pdf

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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