AI cinese al pari di OpenAI, ma più efficiente

“ The main implication of this is that the story which has pushed American tech companies to dizzying market valuations over the past two years is no longer convincing. The results of this change in confidence are spectacular: the market value of Nvidia, which sells the chips used for advanced AI models, declined by more than half a trillion dollars on 27 January – the biggest one-day fall for any company in US stock market history.

Particularly galling for US investors is the fact that this may be the result of America's own protectionist policy. In China, Nvidia is only allowed (under the 2022 CHIPS Act) to sell a hobbled version of the processors it sells in the US, re-engineered to limit their performance. (Nvidia hasn't said exactly how much the chips it sells to China are hindered, but they are thought to transfer data between processors at about half the rate of the full-speed US models.) DeepSeek seems to have accepted this, and written a much more efficient model around these limitations. What this means is that America's attempt to hold back Chinese AI development appears to have driven it to become more efficient. The US government has unwittingly revealed that the story its own companies were telling its own investors was not strictly true. „

“ What this represents is not only a challenge to America's dominance in AI but also to the efficiency of its capital markets, which suck up investment from around the world, including from your pension, for the benefit of a handful of tech companies that are increasingly blatant in their desire for political power beyond America's borders. There are plenty of questions to ask about DeepSeek, not least its coy responses when asked about Uyghur people in Xinjiang, or what happened in Tiananmen Square. Yet there is room for cautious optimism about anything that challenges the dominance of America's financial markets. „

“
L'app cinese, che ha raggiunto i primi posti nei download in poche ore, è poi sparita dai negozi digitali di Google e Apple in Italia.
„

“ in the 1960s, Nasa needed to solve the problem of astronauts being able to write notes in space, so they spent millions developing a pen that could write in microgravity. The Soviets, the story goes, took pencils. „

“ insomma - secondo l'estensore dell'articolo, la narrativa fake non è tanto quella dei cattivoni cinesi che con una società appoggiata dal governo dittatoriale, hanno fatto crollare (con un complotto) le quotazioni dei buoni che stanno dietro le AI usa, ma le stesse quotazioni di quelle AI usa fondate su un hype mediatico di fatto basato sullì'accesso a chip potentissimi (e dannosissimi per le emissioni globali) e non su tecnologie innovative, e fatto apparire leader tecnologico un paese che non lo è de facto più (vedi tabelle postate da @luinge) „