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Could DeepSeek Accelerate The Age Of AI Transformation?

Jan 29, 2025 - forbes.com
DeepSeek, a new Chinese AI app, has entered the generative AI market, competing with platforms like ChatGPT and Claude. Its introduction initially caused a dip in tech stocks, including Nvidia and Microsoft, but they quickly recovered. DeepSeek's use of Nvidia's H100 chip suggests potential for significant sales growth, as the chip can be sold globally without restrictions. The app's open-source nature allows it to run on less powerful, cost-effective systems, potentially democratizing AI by enabling businesses to create dedicated task agents at lower costs. This could accelerate AI adoption across various sectors.

Former Intel CEO Pat Gelsinger emphasized the importance of open AI research, aligning with DeepSeek's approach. He highlighted the need for transparency in AI development, drawing parallels with the success of open technologies like Linux. While DeepSeek may not match the power of closed systems like ChatGPT, its open-source model offers a more accessible alternative, potentially transforming the AI landscape. However, questions remain about its business model, future roadmap, and potential regulatory challenges, particularly from China.

Key takeaways:

  • DeepSeek, a new Chinese AI app, introduces competition to established AI platforms like ChatGPT, Claude, and Perplexity, with its open-source model potentially democratizing AI access.
  • Nvidia's H100 chip is crucial to DeepSeek's operations, and despite initial market concerns, it could lead to increased sales of these chips globally.
  • Former Intel CEO Pat Gelsinger emphasizes the importance of open AI research, aligning with the belief that openness in AI development can drive innovation and adoption.
  • DeepSeek's open-source code allows it to run on less powerful and more affordable systems, potentially accelerating the integration of AI into various sectors and making AI solutions more accessible worldwide.
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