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美国之音
11 小时
DeepSeek横空出世,美中AI竞争会迎来根本性改变吗?
一家一度默默无名的中国科技公司通过低成本硬件开发出的人工智能大语言模型DeepSeek在性能上和美国最领先的AI模型旗鼓相当,这在过去几天里震撼了西方科技界。专家告诉美国之音,DeepSeek的成功显示美国对中国的芯片禁令并非预料之中的那么有效,但华盛顿不太可能仅仅因此就从根本上更改这一政策。另有分析人士指出,鉴于DeepSeek对敏感议题审查严格,这可能会让该AI模型走向国际市场面临阻力。
16 小时
研报|AI基建需求续成长,DeepSeek崛起凸显产业将更注重高成本效益
根据TrendForce集邦咨询最新研究,DeepSeek近期连续发布DeepSeek-V3、DeepSeek-R1等AI模型,将促使终端客户未来更审慎评估投入AI基础设施的合理性,采用更具效率的软件运算模型,以降低对GPU等硬件的依赖。CSP则可能扩大采用自家ASIC基础设施,以降低建置成本。因此,2025年以后产业对GPU AI芯片或半导体实际需求可能出现变化。 TrendForce集邦咨询表 ...
中华网
21 小时
马斯克疯狂质疑DeepSeek 挑战美国AI主导地位?
中国人工智能初创公司DeepSeek推出了一款能力可与谷歌和OpenAI媲美的人工智能模型,这一消息在全球科技界引起了轰动。DeepSeek抓住了全球科技巨头的机遇,震惊了市场。由于这项突破性技术,美国芯片制造商Nvidia在2025年1月27日市值 ...
57 分钟
on MSN
Nvidia Chip Flow to China Should be Throttled Post-DeepSeek, U.S. Lawmakers Say
Export controls need to be tightened after revelations the Chinese company used Nvidia technology, the leaders of a ...
2 小时
on MSN
Lawmakers urge Trump to consider new curbs on Nvidia chips used by China's Deepseek
Two U.S. Congress members are calling on President Donald Trump's administration to consider restricting the export of ...
Interesting Engineering on MSN
2 天
DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US tech
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
10 小时
DeepSeek Upended Wall Street's Rosy View Of AI Stocks Like Nvidia. What That Means For U.S ...
While AI stocks may rebound from their DeepSeek-induced market sell-off, the U.S. clearly faces a threat from China in ...
3 天
on MSN
China’s DeepSeek AI is hitting Nvidia where it hurts
DeepSeek’s AI models reportedly rival OpenAI’s for a fraction of the cost and compute.
1 小时
on MSN
Not just DeepSeek: Here's why Nvidia stock hasn't recovered
While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores.
1 天
on MSN
Does DeepSeek's Massive AI News Make Nvidia a Sell -- or a Buy?
China’s DeepSeek says it trained an AI model for less than $6 million. This is as big U.S. tech companies have poured ...
7 小时
on MSN
DeepSeek's 'Surprising' AI Claims Show China 'Starting to Gain an Edge'
The emergence of DeepSeek came shortly after President Trump unveiled his "Stargate" project to invest $500bn in advancing AI.
3 天
Nvidia stock: China's DeepSeek AI model shocks the world. Should you sell?
DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...
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