Eric Worrall's paper (Eric Worral) papers
Green Energy is dead-China has just opened the opening shot in the new high-energy Cold War competition to establish the final AI.
DeepSeek's technical breakthrough is praised in China, this is the answer to winning the AI war
Qihoo's 360 -year -old Zhou Ye said on Weibo post: “We should be confident that China will eventually win the AI war with the United States.”
Ben jiangin Beijing and Perenesin Hong Kong
Release: January 28, 2025 12:00 pm, 1:25 pm on January 28, 2025
Deepseek is called “the biggest dark horse” by some people in the open source large language model (LLM) arena. Now it has the eyes of the bull, because this startup is touted as China's secret weapon (AI ) War with the United States.
Compared with the OpenAI and Meta platform, the company headquartered in Hangzhou launched a shock wave on Wall Street and Silicon Valley, developing AI models with a small part of its cost, which prompted US President Donald Trump to say that breakthroughs were “awakened calls”. And “positive for the field of technology in the United States”.
At home, Chinese science and technology executives and various commentators are anxious to pay tribute to Deepseek's destructive power.
The co -founder, chairman and CEO of China Network Security Company QIHOO 360, Zhou Hongyi, announced that DeepSeek “subverted the world” in the recent video released on his Weibo account. The cost of LLM development compared to large technology companies is lower and less computing resources.
Mowing
阅读更多信息：https：//www.scmp.com/tech/tech/tech-trends/article/3296503/deepseeks-tech-tech-break-trough-hail-hailed-china-china-andwer-win-ai -war
The impact of this breakthrough on American technical landscape is dramatic.
NVIDIA's market value is nearly 600 billion US dollars, which is the largest losses in American history
Monday, January 27, 0254: Monday, January 27, 0255: 26 PM is
Samantha Subin@samantha_subin
- NVIDIA's stock price fell 17 % on Monday, resulting in a market value of nearly 600 billion US dollars, which is the biggest decline in the history of American companies.
- Sale and attacked most of the US science and technology fields, which aroused concerns about the competition of Chinese AI Lab Deepseek.
- Data center companies relying on NVIDIA chips have also plummeted. Dell, Oracle and Super Mini Computers have decreased by at least 8.7 %.
NVIDIA lost a market value of nearly $ 600 billion on Monday, which is the biggest decline in any company in the day in American history.
The stock price of chip manufacturers plummeted by 17 %, and the closing price was $ 118.58. Since March 16, 2020, this is the worst day of NVIDIA in the market, which was in the early days of Covid Pandemic. After NVIDIA surpassed Apple to become the most valuable listed company last week, the leading advantage of the stock's decline accounted for 3.1 % of the Nasdaq stocks of Nasdaq.
Selling is caused by increasing competition proposed by DeepSeek in the Chinese Artificial Intelligence Laboratory in the world. In late December, Deepseek launched a free open source large -scale language model. It said that using NVIDIA to reduce NVIDIA chips, the model only spent two months and cost $ 6 million.
Mowing
Read more: https: //www.cnbc.com/2025/01/27/nvidia-sheds-allovt-600-billion-in-market-cap-biggest-drop-ever.htmml
As early as December, I predicted that 2025 would be a year of the Gigawatt AI project, and suggested that China is entering AI games in large quantities, although there are very few details. DeepSeek announced that it has confirmed the result of this observation.
My research in December also shows that due to their huge fossil fuel energy, China is in an advantage in this game. The slowdown of Chinese buildings has caused many surplus energy and industrial capabilities to seek use. AI may be a ticket to absorb spare capacity.
The only hope for the United States to catch up with China is to match China through cost, stability and quantity. Because one of the most needed things in AI is the special ability of rock stability. In terms of energy, the United States is far from the competition. Even in this most critical indicator, the United States will spend years to achieve its current ability.
Where is the energy saving of this new AI space competition, expensive renewable energy and unrealistic battery storage?
The United States is best to do this, because The United States is the only force that can be matched with Chinese AI to study resources.
American AI is challenging. President Trump recently supported Stargate Project for the US AI company's $ 500 billion cooperation, and some described it as the AI Manhattan project.
Britain and Europe have interested AI, but in the foreseeable future, such announcements are meaningless. At present, both are so poor and not even on the map. Before they are well -organized and abandoned green fantasy, Britain and Europe will continue to become the greatest technological revolution in human history.
Although tens of billion US dollars have won AI competitions through the collection clip, there are outstanding achievements of other players to make them competitors.
India is an important participant in AI games-they have the power and the power of people that match the Chinese AI to promote, and for a long time, it has been software and computing Titan and special low-tech economic zones. The existence of Indian immigrants in Silicon Valley also proves India's technical capabilities-there is no doubt that India will try to seduce the top Silicon Valley IT people in India to return home in the next few years and participate in India's AI technology competition. I completely hope that India will issue similar AI announcements in the coming year to China.
Israel is a solid competitor, and their AI battlefield technology is world -class. However, it remains to be observed whether the Israeli economy can summon the resources required to establish the first artificial intelligence.
There are other competitors worth mentioning-Türkiye. Although Turkey's economic and political turmoil is ongoing, Turkey still has a surprising high -tech manufacturing industry and a solid record of high -tech achievements. In the recent Libya civil war, Turkey and Russia became high -tech weapons display through the factions of armed opposition. Turkey decisively created the world's first independent Terminator robot (no need to be an independent terminal robot). The land defeated Russia's world -class drone blocking system control signals. In the establishment of the world's first AI super intelligent competition, Turkey may be a 100 -to -out outsider investment, and Turkey cannot be completely discounted as a competitor.
In the future, other participants may become very important. For example, Nigeria, in the field of high -tech in Japan, Nigeria has a long time, with a long history of AI, AI motivation animation and other senior technologies, and Iran through Russia through Iran to Russia Provide high -tech weapons to quietly improve its skill foundation. But I don't think these players regard the AI weapon competition as a serious national priority matters to become real competitors, although I may mistakenly think that Japan.
One thing is clear. The United States has hesitated for too long, and it is impossible to put all the necessary pad stones in the appropriate position, and there are many things to do. Compared with China's energy shortage, the United States may weaken the efforts of the United States, so as to keep up with China's AI driving forceUnless this shortage is resolved in the near future.
If you want to know why AI needs so much energy, then this article will study the working principle of AI in depth.
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