AI Experts Praise and Provoke DeepSeek, China's Rising Star
Amidst the remarkable rise of DeepSeek's AI models, leading U.S. AI firms have expressed both admiration and skepticism.
Appreciation for DeepSeek's Team and Research
Industry insiders have commended DeepSeek's robust team and cutting-edge research. OpenAI CEO Sam Altman acknowledged R1's impressiveness, especially considering its affordability. Nvidia highlighted the achievement's testament to the importance of its chips.
Concerns Regarding Competition
Despite accolades, some experts remain skeptical about DeepSeek's ability to surpass established U.S. AI companies. They question if the low-cost model can match the scale and depth of these giants.
Snowflake's Balancing Act
Software maker Snowflake has added DeepSeek models to its marketplace. Despite recognizing potential risks of hosting China-developed AI, it maintains transparency and support for its clients.
Analysis of DeepSeek's V3 Model
U.S. AI developers are scrutinizing DeepSeek's V3 model. While the published paper provides insights, it does not disclose crucial details like development costs.
Cost Considerations
DeepSeek's $6 million investment is a fraction of the estimated $250 billion U.S. cloud companies will spend on AI infrastructure. Experts emphasize that the training run cost only represents a fraction of the total development expenses.
Rise of Open Source AI
DeepSeek's open source approach has garnered praise. It challenges the model of closed and expensive AI technology promoted by companies like OpenAI.
Market Impact
DeepSeek's success has raised questions about the competitiveness of U.S. AI firms. Their assumptions about exclusive access to resources will face scrutiny as quarterly earnings are released.