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이야기 | Taking Stock of The DeepSeek Shock

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작성자 Tyson 작성일25-03-10 06:07 조회82회 댓글0건

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<p> Ever since DeepSeek burst onto the scene last month, there’s been no scarcity of opinions about what the Chinese startup’s synthetic intelligence accomplishments mean for America’s AI giants like OpenAI, Microsoft, Google, and Meta. DeepSeek might have just a few thousand chips at its disposal, but did it maybe entry computing power from sources it doesn't control -- just like the Chinese authorities? I'm not a hundred % convinced, as John Cayley points out in a perceptive review of The Chinese Computer, that there is a philosophically tangible distinction between the act of using pinyin to summon a Chinese character, and the act of utilizing the Roman alphabet to kind one thing that physically seems on my display via the "hypermediation" of ones and zeroes and pixels, and the act of using a programming language to create a set of directions that forces a computer to execute code. It took about a month for the finance world to start freaking out about <a href="http://deepseekfrance1.pbworks.com/w/page/159962679/FrontPage">DeepSeek</a>, but when it did, it took more than half a trillion dollars - or one whole Stargate - off Nvidia’s market cap. However the announcement was made before DeepSeek crashed onto the stage and wiped out $1 trillion in market capitalization from U.S.</p><br/><p><span style="display:block;text-align:center;clear:both"><img src="https://www.cio.com/wp-content/uploads/2025/01/3806228-0-47534500-1737441772-deepseek.jpg?quality=50%5Cu0026strip=all"></span> On January 27, the U.S. However, the U.S. government may but scupper ByteDance’s plans. However, it's unclear how a lot money DeepSeek needed to spend money on development to achieve its results. While Apple's focus seems somewhat orthogonal to those different players in terms of its mobile-first, client oriented, "edge compute" focus, if it finally ends up spending enough money on its new contract with OpenAI to provide AI companies to iPhone users, it's important to imagine that they have teams looking into making their own customized silicon for inference/coaching (although given their secrecy, you would possibly by no means even know about it directly!). Many buyers now worry that Stargate can be throwing good money after unhealthy and that DeepSeek has rendered all Western AI out of date. And the world will get wealthier. The breakthrough disrupted the market as some traders believed that the necessity for prime-efficiency hardware for new AI fashions would get decrease, hurting the sales of firms like Nvidia. DeepSeek to adopt modern options, and <a href="https://influence.co/deepseekchat">DeepSeek r1</a> has made a breakthrough.</p><br/><p> The breakthrough was achieved by implementing tons of fantastic-grained optimizations and usage of Nvidia's meeting-like PTX (Parallel Thread Execution) programming instead of Nvidia's CUDA for some features, based on an evaluation from Mirae Asset Securities Korea cited by @Jukanlosreve. 3FS (Fire-Flyer File System): A distributed parallel file system, specifically designed for asynchronous random reads. The coaching process entails producing two distinct kinds of SFT samples for every occasion: the primary couples the issue with its original response in the format of , whereas the second incorporates a system immediate alongside the problem and the R1 response in the fo
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