DeepSeek: A Chinese AI Dark Horse Emerges
DeepSeek, an AI company incubated by Chinese hedge fund High-Flyer, has taken the world by storm with its highly efficient models, DeepSeek V3 and R1. DeepSeek V3 boasts low training costs (significantly higher than the publicized $6 million) and powerful performance, along with innovative Multi-head Latent Attention technology, resulting in substantial advantages in inference costs. While DeepSeek's success is tied to its massive GPU investment (around 50,000 Hopper GPUs) and emphasis on talent, its low-pricing strategy raises questions about cost sustainability. Google's Gemini Flash 2.0 Thinking also presents a challenge to DeepSeek's leading position. DeepSeek's rise reflects the growing strength of Chinese AI technology, while also prompting reflection on international tech competition and export controls.