source https://chatgpt.com/
source https://chat.deepseek.com/
The advent of DeepSeek has significant implications for the global AI environment.
In an environment where ChatGpt is dominating, the emergence of DeepSeek is surprising and the market's response is hot.
Above all, it is said that it is showing excellent performance at a much lower cost.
It presented a turning point in moving from the U.S.-centered AI market to the Chinese-centered market.
It has raised the competitive threat faced by existing AI companies and can shake the technological edge of U.S. companies with low development costs and Chinese chip sales.
The United States, which has implemented China's technology blockade policy, is facing concerns about losing its leadership in the global AI industry due to China's promotion of AI technology.
The advent of DeepSeek has the potential to change the landscape of the global AI industry at the technical, economic, and political levels.
It is expected to intensify technological competition between the U.S. and China.
DeepSeek's AI model R1 has received attention in that it has similar performance to OpenAI's ChatGPT and was developed at a much lower cost
As a result, market anxiety over U.S. AI-related companies has increased.
In particular, Nvidia, the largest beneficiary of AI, plunged 16.97% in one day on the 27th.
U.S. companies have spent tens of billions to tens of billions of won, most of which was Nvidia's investment in high-priced AI semiconductors
Even "Nvidia's theory of uselessness" appeared.
Future prospects
- Other companies are likely to develop low-cost AI models like DeepSeek and will fundamentally change the competitive structure of the AI market.
- China is likely to take the lead in the AI industry, which will intensify competition between the U.S. and China for global AI technology hegemony.
- It will strengthen the trend of emphasizing cost reduction in AI technology development.
AI has the potential to be widely applied in various industries, which forms a market that will continue to grow. Experts believe that AI will make significant changes in various fields such as healthcare, finance, manufacturing, logistics, and autonomous driving in the future.
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