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DeepSeek and AI Technology Innovation: Key Summary and Insights

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What is DeepSeek?

• DeepSeek is a startup showcasing state-of-the-art artificial intelligence technology, rapidly gaining industry attention through efficient and creative AI research.
• It has introduced an AlphaGo Zero approach, distinct from existing AI development methods, to language models, laying the foundation for self-learning and growth without human data training.
• In particular, achievements like the R1 Zero Model have set a new standard for AI innovation.

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Key Features of DeepSeek

1. Efficiency and Creativity:
   • While AI has traditionally advanced through large-scale data learning, DeepSeek emphasizes both performance and efficiency by building a system capable of autonomous learning.
2. Open Source Culture:
   • DeepSeek open-sources its AI models, making them available to anyone. This contributes to technological innovation and the growth of the global AI ecosystem.
   • Companies can freely utilize DeepSeek models to build their own AI systems.
3. Introduction of Inferential AI:
   • DeepSeek has developed an inferential model similar to OpenAI and has shocked the industry by open-sourcing AI models that were previously not commercially available.

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Two Innovative Approaches to AI Technology

1. Application of the AlphaGo Zero Method:
   • While existing AI is trained based on human data, DeepSeek is designed so that the AI itself solves problems, scores itself, and learns without guidelines.
   • This allows for better performance without human assistance.
2. Significance of AI Open Source:
   • Open source means creating an environment where users can build or independently utilize their own AI, promoting the development of the entire technology ecosystem.

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DeepSeek and Global AI Competition

1. US AI Companies vs. Chinese DeepSeek:
   • DeepSeek's success is stimulating the US AI industry and accelerating global AI competition.
   • Existing AI leaders, such as OpenAI, are expected to accelerate technology development optimized for efficiency.
2. Reaction of the US Government and Big Tech:
   • The advancement of AI technology acts as a catalyst under the goal of "strengthening America's AI standing," leading to increased investment in semiconductors and related infrastructure.
   • In particular, as the cost-effectiveness of AI research and development increases, the market demand is expected to grow steadily due to increased use of AI models.

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Investment Perspectives from DeepSeek's Technology

1. Sustained Demand Expansion:
   • As AI becomes cheaper and more efficient, an environment is created where both companies and individual users can utilize AI more extensively.
2. Continued Investment from Big Tech:
   • Despite increased AI efficiency, big tech companies are likely to accelerate technology development by utilizing AI infrastructure such as GPUs, rather than reducing investment in it.
3. Technological Advancement as a New Starting Point for Competition:
   • With the emergence of DeepSeek, the pace of technological advancement is expected to accelerate further, suggesting continued positive growth effects across the AI-related industry.

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New Societal Approaches to Consider

• DeepSeek Founder's Philosophy: To collaborate with technologists around the world through open source, leading to more innovative AI research and commercial development.
• Future AI Direction:
  • DeepSeek models are likely to impact various industries in the future, not just due to efficiency-focused changes but by redefining how AI models work.

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< Summary >

• DeepSeek is a company drawing attention for its efficient and creative AI technology innovation.
• It develops AI models that grow independently without existing human data learning.
• It enhances the global AI ecosystem through open source.
• Market expansion and increased demand are expected due to the cost-effectiveness of AI technology.
• US big tech and the government will embark on larger investments and market share expansion.

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[More…]

1. DeepSeek: Open Source Innovation in AI Models
2. GPU Investment and the Direction of Next-Generation AI Growth

*YouTube Source: [이효석아카데미]

– 딥시크(DEEPSEEK) 논란 이효석과 김단테가 정리해보았습니다. 결론 딱 말씀드립니다 | 김단테 (유튜브 – 내일은투자왕)