In the midst of the stir caused by the latest models of the Deepseek, the CEO of Anthropic, Dario Amodei, has published An analysis on its personal website in which it questions the narrative of the “Chinese miracle” in artificial intelligence.
Why is it important. The debate on Chinese capacity to develop advanced AI has monopolized the agenda in recent days after Deepseek’s releaseswhich have come to provoke A 17% drop in Nvidia shares.
The facts. Deepseek claims to have developed its model V3 for just under 6 million dollarswhile Amodei explained that Claude 3.5 Sonnetthe last and most advanced Anthropic model, required “some tens of millions” in training. Far from the “thousands of millions” that were speculated.
“Deepseek has produced a model close to the performance of US models 7-10 months ago, for a rather lower cost, but not in the proportions that have been suggested,” said the CEO.
Deepseek operates with about 50,000 generation chips Hoppera capacity that Amodei considers similar to that of the main American technological ones. According to his analysis, Deepseek’s advances reflect the natural reduction of costs in the sector, estimated at annual 75%.
The context. Deepseek has presented two models:
- V3, which uses traditional training.
- And R1, which incorporates reinforcement learning.
For Amodei, real innovation is in V3, not in R1, which according to him, follows roads already explored by other technological ones.
Turning point. The development of an AI superior to human intelligence will require millions of chips and tens of billions of dollars in the coming years. “Between 2026 and 2027 we will see which will be smarter than almost all humans in almost all tasks,” he said. In this scenario, he has defended Export controls as a strategic tool.
Amodei has also recognized the talent of Deepseek engineers … although he has warned about the implications that a company operates under the control of the Chinese government. For him, The growing efficiency In the development of AI justifies reinforce, and not relax, commercial restrictions.
In fact, he has had some words of praise for Depseek’s team, but not for his nation: “They are brilliant and curious researchers who only want to create useful technology, but are subject to an authoritarian government that has committed human rights violations and He has behaved aggressively on the world scene. “
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