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DeepSeek and the AI Open Source Revolution: Technical Achievements and Changes in the Global AI Competition Landscape

DeepSeek's Technical Achievements and AI Growth Model

• DeepSeek (DiTSeek) has built a model in which AI learns and grows on its own by removing human feedback from the existing AI development method.
• Excluding Human Feedback (HF) from reinforcement learning means that AI itself can autonomously evolve intelligence.
• This model has enabled much faster and more efficient development in AI training than before.
• It has laid the foundation for AI to generate data (using synthetic data) and learn on its own.

AI Open Source and DeepSeek's Strategy

• Unlike OpenAI, DeepSeek has released its research data as completely open source.
• It has released much more detailed technical documentation than existing open source AI models such as Meta's LLaMA or Alibaba's code.
• It has supported other companies and research institutions to easily analyze and utilize AI models.
• This has further accelerated the democratization of technology in the global AI development competition.

AI Open Source vs. Closed AI Company Conflict

• The emergence of DeepSeek has brought changes to AI development methods and market structure.
• The possibility of AI technology monopolies centered on some companies such as OpenAI and NVIDIA has increased.
• Competition between the open source AI camp and the closed AI camp is in full swing.

AI Market Expansion and China's Semiconductor Strategy

• DeepSeek applied China's Huawei Ascend 910C chip not only to AI learning but also to the AI execution (inference) process.
• This suggests that Chinese semiconductors have emerged as a new alternative in the AI market that previously relied on NVIDIA GPUs.
• With the emergence of a reasonably priced hardware alternative that can drive AI models, AI can now be applied even in regions with insufficient AI infrastructure such as South America, Southeast Asia, and Africa.
• As a result, competition between the United States and China is expected to intensify further in AI platforms and semiconductor technology modules.

Global AI Hegemony Competition and Geopolitical Changes

• There is a high possibility that the U.S.-centered AI ecosystem (OpenAI, NVIDIA, AWS, Google Cloud) and the DeepSeek·Huawei-centered AI ecosystem will be separated.
• Western countries are trying to generate revenue from existing closed AI technologies and cloud services, while China is trying to open AI technology and expand chip distribution.
• Geopolitical conflicts in the AI and semiconductor markets have increased.

Domestic AI Market and Companies' Responses

• Korean companies such as Naver and Kakao are also analyzing DeepSeek's open source model and reviewing its potential.
• In the past, AI models had to be developed directly, but by using DeepSeek's open technology, AI businesses can be expanded more quickly.
• In particular, AI search, AI chatbots, and vertical AI services are likely to grow rapidly.
• An environment is being created in which Korean startups can quickly develop new AI services based on the DeepSeek model.

Conclusion: The Advent of the AI Open Source Era

• The factor determining the speed of AI evolution will no longer be the proprietary technology of a specific company, but rather open source sharing and collaboration.
• Although the closed AI camp will continue to resist, the ripple effect of open source AI is a difficult trend to stop.
• Global competition in the AI and semiconductor markets will accelerate further, and the popularization of AI will proceed much faster than before.

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< Summary >

• DeepSeek has developed a new model in which AI can learn and evolve on its own.
• It is designed to enable reinforcement learning without human feedback, unlike existing AI models.
• Fully open technical documentation has been released to increase accessibility for AI researchers and companies.
• Competition between open source and closed AI models is in full swing in the global AI market.
• DeepSeek lowered AI execution costs and opened the global AI market by utilizing China's Huawei semiconductors.
• Tensions between the United States and China are expected to increase further in the AI and semiconductor hegemony competition.
• Korean and global companies must quickly adapt to changes in the AI democratization trend.
• As the open source-based AI ecosystem expands, AI services and business models are changing.

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[More…]

• DeepSeek AI Innovation and Global AI Hegemony Competition
• AI Open Source and Closed AI, Who Will Be the Winner in the Future?

*YouTube Source: [이효석아카데미]

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