#DeepSeek冲击全球算力 DeepSeek is a Chinese AI startup that has recently garnered significant global attention due to the launch of its DeepSeek-R1 model. This model, with its outstanding performance and low cost, has made a substantial impact on the global computing power market, especially in the field of large language models (LLM). The introduction of the DeepSeek-R1 model has not only affected computing power demand but has also had important implications for related companies, investment opportunities, and risks.
The core features of the DeepSeek-R1 model include strong reasoning capabilities, low cost, and high efficiency. It excels in tasks such as mathematics, coding, and natural language reasoning, with performance that can rival or even surpass some top models. Furthermore, its training cost is only $5.6 million, far lower than the costs incurred by other companies developing AI models.
The rise of DeepSeek has had a significant impact on global AI computing power demand. Its large model, DeepSeek-V3, has a total of 671 billion parameters and 37 billion active parameters, pre-trained on 14.8 trillion tokens of data, showcasing strong language understanding and generation capabilities. This enables it to excel in natural language processing and code generation, producing high-quality, logically coherent text and code.
DeepSeek's success has also caused a stir in the financial markets. On January 27, concerns about AI profitability and confidence in the industry's demand for high-tech chips led to a sharp decline in the U.S. stock market, with Nasdaq 100 index futures falling by as much as 5% and semiconductor stocks experiencing drastic drops. In addition, DeepSeek's technological breakthroughs have, to some extent, challenged the United States' technological hegemony in the AI field, resulting in significant declines in the stock prices of chip giants like NVIDIA.
Overall, DeepSeek's rise not only demonstrates its strength in the AI field but also signals significant changes in the global AI computing power market and the competitive landscape of technology.
