“An easier way to understand the phenomenon is to compare DeepSeek with
a Chinese-made Android phone equipped with features quite comparable to
an iPhone that runs on Apple's proprietary iOS. By developing Android as
an easily usable mobile OS platform, Google gave the world's phonemakers
a cheaper alternative to iOS. DeepSeek seems to be returning the favour
with a cut-rate AI engine that may help proliferate the use of AGI, much
like how Asians seized on Android while the US-centric iPhone got
blissfully isolated in its elite, high-profit ecosystem. Another way to
look at DeepSeek is to see it as an equivalent of the open-source Linux
OS platform that challenged Windows in its prime. Windows survived and
grew with its own strategy, but Linux changed the way the industry
behaves. It is still a great technological force behind the scenes.
DeepSeek Challenges 'Core' Players
Understandably, US President Donald Trump called DeepSeek's arrival a
wake-up call for American giants. I want to call DeepSeek the Android of
AI for its potential power to proliferate its use and challenge
established technology leaders.
A key point is that AGI, which learns things and articulates expressions
like humans, needs a humongous amount of processing power, which, in
turn, consumes tonnes of electricity to make the volumes of data come
together in a cohesive form. AI needs a lot of "training"; it is helped
by advanced GPUs (graphic processing units) for high-speed mathematical calculations that power up machine learning. Nvidia, once a leader in
humbler graphics cards that enhanced the video or gaming experience on
your PC, is today a leader in AI, thanks to its GPU clout, which has
helped its stock grow 20 times in the past five years.
The Nvidia Wipeout
However, after Nvidia's stock fell 17%—nearly $600 billion—in history's biggest single-day wipeout on Monday, the jury is out on whether various
US plans to invest hundreds of billions of dollars in AI-linked ventures
is a smart move. Nvidia's computing power is undeniable, but what
DeepSeek is proving is that you can build a good-enough monster without necessarily having the best-in-class GPUs. Its training methods also
differ. Picture it like a dog-whisperer who can tame pets at cheaper
rates to do smarter things.”
https://www.ndtv.com/opinion/what-an-indian-thali-can-tell-us-about-deepseek-7585771
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