Current Affairs

Is the moment of Sputnik in Chinese Dempsic?


Last week, a short time before the beginning of the new Chinese year, when most China closes for seven days, the government media, Deepseek, lived, a technical startup that was released from a new low -cost, high -performance, known, known as R1, has paid a large sale. In Wall Street. Central Chinese television showed footage of Deepseek founder, Liang Wenfeng, a meeting with Prime Minister Lee Qiang, the second highest official in the Chinese government. A few days ago, China Daily, a news site in English run by the Chinese Communist Party, praised the success of Deepseek, which challenged American restrictions to export high -performance semiconductor chips used to train artificial intelligence models, as “not isolated, but it is a reflection of the broader vitality For the ecosystems in China. Openai and Meta “almost in all areas.”

Alibaba’s claims have not been independently verified, but the sale of DEPSEK inspired shares raised many comments on how the company achieved penetration, the durability of the American leadership in artificial intelligence, and the wisdom of trying to slow China technology industry by restricting high-tech exports-a policy followed Both the first Trump administration and Biden Administration. Speaking at the World Economic Forum, in Davos, Satia Nadella, CEO of Microsoft, described R1 as “very impressive”, adding, “We must take developments from China seriously.” Elsewhere, the Silicon Valley reaction was less huge. “A review of indicators that Deepseek may have been inappropriately distilled our models,” Openai said. The Chinese company claimed that it had spent only $ 5.6 million on computing power to train one of its new models, but Dario Ameudi, CEO of Anthropor, described another prominent American company, this achievement as “an expected point in the continuous cost of curved,” which will match American companies almost. Amodei admitted modernity at a Chinese company, “The first to show expected cost discounts,” and said that Deepseek makes “export control policies more important than they were a week ago.”

Such comments show that the way you see the Deepseek story is partially dependent on your point of view. To obtain an informal vision from the other side of the Pacific Ocean, a takbeer arranged with a long -term monitoring of China, Louis Vincent, one of the founders of Budkal, gave a financial company based in Hong Kong. He gave, who is fifty and originally from France, moved to Hong Kong in 1997, shortly before the UK regained control of the former British colony to China. He has lived there since then, as he analyzed and wrote about the wonderful shift of China to the second largest economy in the world and the largest source of commodities. On Monday, NVIDIA, the American semiconductor company that produces high -end chips on which most American artificial intelligence companies depend on, lost more than half a trillion dollars in the market value, circulated comment Entitled “Another Sputnik Moment” for his company’s clients, which include investment banks, hedge funds and insurance companies around the world. (The term “Sputnik Moment” was applied for the first time to Debsik by Mark Anderson, who was presented by China in computer engineering and basic scientific research. This argument said that the imposition of export restrictions on China was a big mistake, because it “forced them to focus very.”

The battle that was referred to in 2018, when the Trump administration banned the export of some of the main components of the semi -conductors of a Chinese communications company and chips maker, citing reasons related to national security. The Biden Administration has strengthened these restrictions several times, especially because it applies to the most powerful chips that NVIDIA made. In announcing the latest group of rules, last month, just one week before Trump’s second opening, Trade Minister Gina Raymondo said: “The United States is leading the world in artificial intelligence now, both AI and the design of the artificial intelligence chip, and it is important To keep it this way. The company says it has developed both models using low NVIDIA chips that have not violated the American export ban.

“Did Deepseek happened despite the restrictions, or did this happen because of the restrictions?” He asked me. To answer his own question, he was divided into the past, and raised the tiger 1, a German tank that was published during World War II that surpassed British and American models despite the presence of a less powerful and effective gasoline engine in diesel engines used in British and American models. “I think you may find hundreds of examples through the date of necessity being the mother of an invention,” he said. “You are building a wall of ten feet. I will build a 11 -foot ladder. China has just done this, and everyone is amazing.”

Some people in the American technology industry made similar comments. In a post on X, Pat Geelsiner, former CEO of Intel, wrote, “Engineering revolves around restrictions. Chinese engineers had limited resources, and they had to find creative solutions.” These solutions seem to have included reducing the number of accounts implemented by Deepseek-R1 For similar models, the use of chips that were available to a Chinese company in ways to increase their capabilities. In another post on X, Andrej Karpathy, a prominent computer world who was a co -founder of Openai and a former AI in Tesla, said that Deepseek “makes it look easy” by training a large language language “model” on a budget joke. “

Although the theory that imposing restrictions on resources stimulate innovation is not global acceptable, it has some support from other industries and academic studies. A 2014 study of Swiss manufacturers found evidence to support this hypothesis. Recently, in a study on startups for American programs published in December, two researchers at Harvard Business College and Texas University in Austin have found companies that have not yet received any external financing in their development to “engage in a greater amount of experimentation with technologies, As well as more likely to implement more important changes on their technology chimneys.

Evidence is far from the final; The anchoric argument is that obtaining great access to technical and financial resources facilitates the experience of more than the conditions of scarcity. However, in any case, he insisted that many Westerners were largely reduced by Chinese companies’ ability to innovate, rather than just copies. He said that this trend was now clear in many industries, including nuclear energy, railway, solar panels and electric cars, as BYD in Chitting Tesla exceeded the largest EV producer in the world. In fact, Drew gave a direct comparison between artificial intelligence and car industry. He said: “I have heard all the criticisms that Dibsic cannot happen, if not for Openai, but you can say exactly the same thing about car companies.” “BYD will not be here without Tesla. Certainly, of course. But the truth remains that Byd here. It’s a better car at a cheaper price.” Elon Musk may strongly oppose that the final confirmation, but there can be no doubt that the sudden arrival of Deepseek, which follows BYD and other Chinese EV manufacturers, raised some embarrassing questions. “It is an invitation to wake up to the West that there is no hundred percent safe industry,” he said. In the American artificial intelligence industry, continued, the belief was that if you invest enough in artificial intelligence devices, you can create a large trench and a permanent monopoly. “This belief also exploded,” added Jabr.

I asked him about the policy guidelines that he will present to the new administration in Washington. He said: “My mission is not to tell politics of what to do.” “My job is to say, well, this happens, how do we reap the money from it?” However, he gave the feet of some indirect tips. “The first thing is to admit the fact that China is now jumping the West in the industry after the industry,” he said. In his opinion, this success reflects some of the basic features of the country, including the fact that it graduates twice the number of students in mathematics, science and engineering as the best five Western countries combined; It has a large local market. And that its government provides intensive support for industrial companies, for example, tends to banks in the country to expand credit to it. “They said, no more lending to real estate. We need to be a superpower.”

The giving argument is that this strategy has already succeeded, and that the appearance of Debsik is the latest and most exciting evidence. His way during our conversation was dangerous but also. He pointed out that when he publishes his arguments about economic progress in China on YouTube, as it does, they attract comments that explode from CCP propaganda. This appears to be interesting instead of anxiety. “When it comes to China, there is an emotional response that makes it difficult for people to accept simple facts,” he said. ♦

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