This video discusses DeepSeek’s impact on the Chinese and global AI industries, comparing it to the US AI ecosystem. The main points are as follows:
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DeepSeek’s Advantages: The DeepSeek model performs exceptionally well in major Chinese languages, especially Mandarin. Its open-source architecture solves many pain points in various industries, particularly for state-owned enterprises and banks that lack high-quality AI models. It has also helped application-oriented companies in China, such as electric vehicle manufacturers, save costs, labor, and resources because there were few viable options before DeepSeek’s emergence.
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Formation of China’s AI Ecosystem: DeepSeek’s appearance has facilitated the formation of an independent AI ecosystem in China, which includes chip manufacturers like Huawei. While Huawei’s Ascend series AI chips lag behind Nvidia, the gap is acceptable. DeepSeek’s technical architecture, which bypasses CUDA and directly calls the underlying chip’s computing power, provides a collaboration opportunity for Huawei.
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Comparison of US and Chinese AI Industries: The video compares the US AI industry ecosystem to “OpenAI + Nvidia + TSMC”, while China’s corresponding combination is “DeepSeek + Huawei + SMIC”. Although China may not win in a single field, it can achieve ultimate victory through integrated advantages and support from state-owned capital.
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DeepSeek’s Impact on the US: DeepSeek’s open-source advantages pose a challenge to the US AI ecosystem. It enables small and medium-sized enterprises and individual users worldwide to innovate in AI at a low cost, making it difficult for US tech giants like OpenAI and Nvidia to recoup their investments.
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Fragility of US Tech Hegemony: The video points out that the US can no longer compete with Chinese companies in hardware and manufacturing. It believes that the last hope for US tech hegemony lies in TSMC’s high-end chip manufacturing process. However, the US government’s policy of forcing TSMC to build a factory in the US may slow down TSMC, providing an opportunity for Chinese companies to catch up.