Deepseek has given the starting gun in the race for a cheaper AI. And China starts with advantage

Deepseek echo resonates three weeks after stirring the foundations of the industry of the artificial intelligence (AI). And possibly will continue to monopolize attention for much longer. After all, this model created by the Chinese company High-Flyer has been transformed In a symbol for China. In this Asian country there are dozens of companies involved in the development of AI, but none has so far made so much noise in such a short time As Deepseek.

Also, according to Reuters Several experts in this sector have predicted that the open source nature of this model and its low access rates through its own API (application programming interface) could promote the adoption of AI and the development of applications for this technology for this technology . In Deepseek practice it has the ability to help Chinese companies cope with better Export restrictions of the avant -garde GPUs produced by US companies, such as NVIDIA or AMD.

Huawei and other manufacturers want to expel Nvidia from the Chinese market

Nvidia is losing competitiveness in China. It is inevitable. The H20 GPU on paper is much less capable than the most sophisticated chips that Jensen Huang’s signature currently sells. At the moment the Ministry of Industry and Information Technology of China has not officialized anything, but the administration led by Xi Jinping has restricted since last August the purchase of GPU H20 of Nvidia by Chinese companies.

GPUs for Chinese are appreciated by companies such as Bytedance for their good performance in inference tasks

On the other hand, Huawei has lists its own GPU for AI, the chips ascend Ai, for more than five years. During this period of time it has been refining them and increasing their abilities with the purpose of matching or even overcoming the performance of the chips A100 and H100 of Nvidia. “Training is important, but it only happens a few times. Huawei focuses mainly on inferencewhich, ultimately, will give us access to more customers “, Ensures Georgios Zacharopoulosa senior researcher of AI who works in the Huawei laboratory in Zurich (Switzerland).

During the last weeks Huawei and other Chinese chip designers for AI, such as Hygon, Enflame, Tsingmicro or Moore Threads, have declared that their solutions will be compatible with the models of AI developed by Deepseek, although for the moment they have barely given more details. The interesting thing, and this is the authentic trick of Chinese companies, is that their GPUs, especially Huawei Ascend 910b chips, are appreciated by companies such as Bytedance for their good performance in inference tasks.

Inference is broadly the computational process carried out by language models with the purpose of generating the responses that correspond to the requests they receive. Anyway This declaration of Lian Jyechief analyst of the omdia technology consultant, expresses very well Why Deepseek is a great opportunity For Chinese GPU manufacturers:

“This development is very aligned with the abilities of Chinese designers (…) GPUs for Chinese and require a more localized and specific understanding of the industry. “

Image | Huawei

More information | Reuters

In Xataka | The Nvidia pulse and US administration becomes more virulent. The B20 GPUs for danger

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