The world has discovered that artificial intelligence is not a spirit without body. Actually, the AI body is so important that without it it cannot exist or develop. We discovered it yesterday, with the launch of the AI DEPEEK and the sinking in the stock market of US companies with interests in AI. But the size of that body can be more off, agile and need less energy than that of Chat GPT and most artificial intelligences.
And that is what the young team that has launched Deepseek, an AI developed in China that is the result of the shortage of resources. By the way, it can be used for free from your website or as an application. What already has an immediate consequence: many will not renew their subscription to Chat GPT next month.
The Depseek app, installed on an iPhone
There are many artificial intelligences based on large -scale language models, but Deepseek has achieved something that no other has done: seek technical optimization without giving up accuracy. This allows you to use much less chips to work. Which also equals lower energy expenditure and less water consumption. Let us not forget that the data centers where computers equipped with the NVIDIA processing units are housed, are authentic thirst for fresh water. No one has yet managed to refrigerate them with salt water.
In fact, the construction companies of these gigantic infrastructure are also in a tighten. Suddenly the fever to build these data centers, it can be stopped abruptly.
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The data provided by Deepseek are overwhelming: the Depseek-R1 language model, launched a week ago, operates with a 40 and 60% less gpus than chatgpt-4 in inference (answering our questions) and up to 50 % less in training AI to get smarter. I have not resisted playing Chat GPT himself for this Deepseek data, which he accepts although with nuances: “This depends on the applied optimizations, the type of tasks evaluated and direct comparisons with models such as GPT-4 in real environments” .
Figures apart we are facing great news for the planet, because suddenly we can better endure the resources required by AI. But this are not good news for the United States protectionist policy. Let us not forget that since September 2022, the US government prohibited the sale of chips such as the NVIDIA A100 and H100 GPU, the great engines of AI, to China and Hong Kong.
The iPhone has fallen strongly in sales in the country and Huawei has just been the company that sells the most phones in China
In large part, that measure is what has precipitated the creation of Deepseek. In the same way as Trump’s veto in his first mandate to Huawei, he has ended badly for the interests of the United States. At least in China. The iPhone has fallen strongly in sales in the country and Huawei has just been the company that sells the most phones in China. They have even launched their own operating system completely separated from Android.
Deepseek uses GPUS of the American company Nvidia, including A100 and H100 models, but also the controversial chips of Huawei Ascend 910, which apparently integrated with a trick technology of the company of Taiwan TSMC. Something that US sanctions prohibit. Liang Wenfeng, the founder of Deepseek, apparently managed to buy before the sanctions made thousands of nvidia cards for ia.
It is very shocking that a Modesta Chinese company has put a silicon Valley in check that was believed to be omnipotent in the field of artificial intelligence. It is hard to believe that with the enormous amount of talent in the American technology sector, no one opted to domesticate AI and get less resources to consume. And if someone did it, it is clear that nobody paid too much attention.
Deepseek is an atomic bomb exploding in the Stargate Agreement, the alliance created with the United States government by Open AI, SoftBank, and Oracle to finance the infrastructure of AI in the country with 500,000 million dollars. Which is equivalent to filling it with data centers and providing them with chips, water and energy. Maybe now we have to guide this investment to regime the American. They run the risk of losing the train of the new border that has been opened.
The technique applied by Depseek reminds that of the old video game programmers of the 1980s
The technique applied by Depseek reminds that of the old video game programmers of the 1980s, such as Jon Ritman to which we interviewed in their day, which squeezed up to unsuspected levels the meager hardware of the domestic computers of 8 bits. The creativity that promotes shortage has been the new sustainable growth lever of AI.
Liang Wenfeng, Deepseek’s creator is a young risk capital investor. Yesterday, while many Wall Street technology companies sank, appeared in a meeting of the Chinese prime minister, Li Qiang, in Beijing. A clear message that Deepseek is a company that does not hide its origin.
Like all the technologies that come from China there is a halo of opacity in it, in fact the company is not entirely clear in some aspects of its operation and the use of its data. And this will surely become a source of conflict. But it is difficult to sustain the argument that Depseek is a mere espionage tool of the China Government. And certainly China is a country in a sickly hooked on the espionage of the data that circulates online. Especially if we talk about servers located in their territory, as it seems that those of Deepseek are. In fact, Amazon, Microsoft and Google have been affected because their data centers infrastructure is not used by Deepseek.
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This new AI is carried out largely with open source and can be used and implemented by anyone, especially if used with that same type of license. And this suddenly relocates the AI. Any country, Hello European Union, could use Depseek technology on its own servers, without anything of that traffic being monitored by China or anyone.
A brief postdata. It is still bittersweet that the only two companies that have not been affected by the stock market of the seven magnificent technology have been Apple and Meta. And in both cases due to its low relevance in the development of AI.
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