DeepSeek AI: The Beginning of a US-China AI Cold War

1. Why is DeepSeek  Such a Hot Topic?

• DeepSeek is a Generative AI model developed in China, showing the potential to compete with OpenAI’s ChatGPT in the current AI market.
• DeepSeek has been particularly praised as an innovation for demonstrating similar or superior performance compared to existing AI at a lower cost.

2. Founder Lang Wenpeng: A Homegrown Talent

• A purely homegrown Chinese founder from Zhejiang University, who independently developed DeepSeek without overseas degrees.
• This appears to be closely related to the Chinese government’s policy of technological independence.

3. Key Innovations of DeepSeek AI

• Low Cost: Developed at 1/10 to 1/5 of the cost of Meta or OpenAI.
• High Performance: Announced results surpassing competitor AI models in various tests such as math, coding, and natural language.
• Use of Older GPUs: Achieved outstanding performance without using NVIDIA’s latest chips.

4. U.S. Response: Heightened Tensions and Enhanced Sanctions

• Trump described DeepSeek as “A Wake-Up Call” and directed that AI competition be further intensified at the national level.
• Major foreign media outlets like CNN have analyzed that the emergence of DeepSeek has, contrary to the intention, encouraged China’s technological independence despite U.S. tech sanctions.
• The U.S. is likely to introduce even stronger trade and technology regulations to prevent the development of technologies like DeepSeek in the future.

5. Skepticism Surrounding DeepSeek

• Allegations of exaggerated performance: Is it really on par with OpenAI?
• Political Nature: Claims that DeepSeek is being used as a political tool by the Xi Jinping government to contain the U.S.
• Possibility of Stealing US AI Technology: Suspicions that DeepSeek has stolen OpenAI’s technology.

6. Ripple Effects on the Global AI Market

• Acceleration of AI Startup Wars: Price competition in the AI market is expected to intensify further.
• Promotion of AI Technology Dissemination: The emergence of low-cost, high-performance AI will accelerate the popularization of AI technology.
• Competition for Securing AI Talent: Countries and companies are likely to invest more in the competition to secure AI research personnel.

7. Implications: South Korea’s Response

• As global AI competition intensifies, South Korea must put more effort into R&D investment and nurturing talent.
• In particular, there is a need to create opportunities through fostering AI-based innovative companies and global cooperation.

< Summary >

• DeepSeek is a new AI model from China, demonstrating low-cost, high-performance innovation that has caused tension among U.S. AI companies.
• The U.S. is taking the emergence of DeepSeek as a warning sign and is likely to begin a full-scale AI technology war.
• While there are skepticisms surrounding DeepSeek, it acts as a major factor promoting the popularization of the AI market and strengthening competition.
• South Korea must respond to these global trends by more actively developing AI talent and investing in technology.

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