The launch of Deepseek generated a stock market spiller that made all the alarms jump in Silicon Valley and the White House. Theoretically, no Chinese firm could develop a language model that could rival Chatgpt, because the tariff fence that restricted Beijing to access advanced chips prevented it. However, the Chinese cheap chatbot was a hard blow to the US, allowing China to execute a moderate sputnik ‘moment, as the start-up that Deepseek created used Nvidia chips for it. In this context, and with the Trump administration thinking about strengthening its technological fence, in China they work to increase their technological sovereignty and decrease its dependence from the outside. Thus, a company founded by Jack MA has managed to develop a cool training model, used Chinese processors.
Ant Group, a subsidiary company in Alibaba, has managed to develop techniques to train AI models that would be capable of reducing the cost of its development by 20%. To do this, the company has used Chinese chips, including processors manufactured by Alibaba and Huaweiimplementing the ‘mixture of experts’ of Machine Learningobtaining results similar to those provided by NVIDIA H800 semiconductors. Although ANT continues to use Nvidia technology for the development of AI, the firm is working to obtain alternatives and minimize its dependence on Jensen Huang brand.
This movement occurs weeks after ANT published a report ensuring that their AI models have managed to overcome, in certain areas and on certain occasions, to those of Meta. The firm takes an important step that can increase the pressure on the US, since ANT is Alipay’s operator, one of the world’s largest digital payment platforms.
While the Trump administration dynamite the merco of transatlantic relationships established since World War II and continues its road map to modify the global economic system, China shows caution and works silently. The chips sector has advanced with force this Monday on Wall Street despite the advance of ANT, at a time when investor attention is located in Trump’s tariff policy. However, it is a new episode in the chip war that can be key in the technological struggle between both powers.
As indicated by ANT, the firm would have achieved Improve the Deepseek Plan’s Master Line. If the start-up that Wall Street shook at the beginning of the year developed its homonymous chatbot with outdated processors of firms such as NVIDIA, ANT has managed to generate training models 20% cheaper with semiconductor Made in China.
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