Episode Details

The meteoric rise of DeepSeek, a Chinese private artificial intelligence startup, sheds light on a new way for Chinese AI chip companies to seek breakthroughs amid Washington's tougher tech restrictions to challenge the dominance of US semiconductor company Nvidia and reshape the global computing landscape, experts said on Monday.

2月10日，专家表示，在华盛顿实施更严厉的技术限制的背景下，中国民营人工智能初创企业DeepSeek的迅速崛起，为中国AI芯片企业寻求突破指明了新途径，有望挑战美国半导体公司英伟达的主导地位，并重塑全球计算产业格局。

Highlighting that DeepSeek has developed a ChatGPT rival at a fraction of the reported cost of its US peers, they said its emergence shows that developing high-performance large language models does not require the exorbitant purchase of Nvidia's AI chips, and more Chinese chip alternatives can be used in the future.

专家强调，DeepSeek开发了一款ChatGPT竞品，其成本远低于美国同行。它的出现表明，开发高性能大型语言模型并不需要斥巨资购买英伟达的AI芯片，未来可以使用更多中国芯片替代品。

The comments came after a string of Chinese tech companies, such as Huawei Technologies, said they had successfully adapted their products to support DeepSeek's large language model.

此前，华为技术有限公司等一系列中国科技公司表示，它们已成功调试各自产品以支持DeepSeek的大型语言模型。

Yang Jian, chief technology officer of MetaX, a Shanghai-based chip company, said the training of DeepSeek's AI model has used graphics processing units, or GPUs, from Nvidia, but DeepSeek spent far less on Nvidia technology to develop its AI model than what US companies have spent.

总部位于上海的芯片公司沐曦的首席技术官杨建表示，DeepSeek的AI模型训练使用了英伟达的图形处理器（GPU），但DeepSeek在开发AI模型上使用英伟达技术的花费远低于美国公司。

Analysts at market consultancy Jefferies estimated that a recent version of DeepSeek's models had a training cost of only $5.6 million, less than 10 percent of the cost of Meta's Llama.

市场咨询公司Jefferies的分析师估计，DeepSeek模型最新版本的训练成本仅为560万美元，不到Meta公司Llama模型成本的10%。

Yang said that DeepSeek's practice shows that advanced AI programs can be designed with less expensive chips, sparking a new wave of optimism for Chinese semiconductor companies which are making progress.

Listen Now