DeepSeek CEO explains how he has transformed the chip shortage into his strategic alibi

One of the many battles that China and the United States are fighting is technological, specifically one related to artificial intelligence. US business spending on AI It’s astronomicalbut in China the ambition is no less and the Government wants it to be one of the pillars for the country to be the first world power in the short term. One of the conversations surrounding Chinese AI compared to American AI has to do with efficiency. Very capable models, higher in some cases to the Americans, but with a much lower price and, above all, trained in record time. There are controversies about it, such as theft accusations by giants like Anthropic and OpenAI, but the reality is that if you don’t want to use the AI ​​of an American company, they are there alternatives like DeepSeekKimi or those from Zhipu AI. But, speaking of Deepseek, the company’s CEO is clear that there is a Huge difference between Chinese AI Big Tech and American counterparts: computing capacity. He gives a fact to illustrate it: four Huawei chips are equivalent to one from Nvidia, and that opens the door for the US to have even more arguments to continue putting pressure on the Chinese technology industry. The bottleneck is power, nothing more Liang Wenfeng He is the CEO of DeepSeek and, like so many in his position in recent weeks, he has had the presentation before investors. These types of events are very interesting because they allow us to learn more about both the companies and their plans, and in this case it has been revealing to listen to the head of one of the most relevant AI companies today. They are not official statements, since they are the leak of the almost four-hour meeting published by Tencent Tech, but among its many phrases, we can extract very interesting ideas. The first is what we mentioned: for the boss, the main gap is money and resources. “There is no gap in personnel, since it is basically the same group of people. Talent is not the bottleneck: resources are the biggest bottleneck,” says Liang. The CEO continued to point out evidence, stating that “more cards are always better” and that, at a reasonable price, they buy as many as they can because “converting money into Nvidia cards is definitely better than leaving that money in the bank.” And the Nvidia cards stand out for a fact that is also very interesting: how many Huawei cards are equivalent to one Nvidia card. “Our price offers a reasonable profit: we buy a batch of equipment and they pay for themselves in about ten months” – Liang Wenfeng Assures that the relationship is four to one, or what is the same: if they wanted to train a model with 800,000 million active parameters like the main American AI models, they would need 50,000 Nvidia GB300 cards or 200,000 Huawei 950 cards. That It doesn’t seem to leave Huawei in a very good place.which are those that the Chinese industry and the Government itself is trying to promotebut Liang affirms that Nvidia is digging its own grave in the Chinese market, that the CUDA ecosystem is eroding quickly and that Huawei supernode 950 It can completely replace Nvidia’s GB200 and GB300 in both performance and price. Although the 4:1 ratio between the chips seems alarming for the domestic company, Liang did not specify the workload or whether it measures raw performance, training performance or inference. The US looks closely One detail that Liang points out is that this computing power gap will end up closing as Huawei launches solutions and that, although he does not dare to guess when it will happen, it is something that will end up arriving. But of course, when the competition between the US and China is, in part, in that power of AI, the United States is not in the least interested in closing the gap. In recent months we have seen how pressure has continued to prevent Chinese companies from accessing Western hardware that is key to the development of the semiconductor industry. ASML Extreme Lithography Machines are an exampleand more recently the White House accused Chinese startup Moonshot AI from acquiring servers equipped with Nvidia chips that they should not be able to access. The case of Moonshot AI has been quite popular because a few days ago we told you about that amazing Kimi K3 model that, according to the Americans, would have been trained in Thailand with Nvidia GB300 chips to avoid United States export regulations. And they go further, arguing that Kimi K3 had ‘drunk‘the model Anthropic Fable. Deepseek Strategy Beyond politics, and returning to Liang, although right now it seems that China is not on par in terms of computing power, DeepSeek has a long-term strategy that has less to do with having the most powerful model currently. As we read in SCMPLiang commented that they are setting prices “to make only a reasonable profit, not to maximize revenue.” And that is the key that the company apparently pursues, since they are keeping prices low for users with the aim of their service being increasingly used in the hope of increasing the possibility of achieving artificial general intelligence. So while other companies prioritize immediate profits and capturing market share, Liang is focusing on “increasing the probability of achieving AGI“because it will be that AI that will have great commercial value. And that is what they do seek to exploit. In Xataka | While most oppose AI data centers, there is one group enthusiastic about them: merchandise thieves

The US is targeting Venezuela with the alibi of drug traffickers

In recent months, the Caribbean has returned to sound like war. American B-52 bombers they have crossed the sky off the coast of Venezuela, helicopters Special operations forces have flown over the Gulf of Paria and a flotilla of Aegis destroyers patrols the waters where several vessels accused of transporting drugs have sunk. It happens that, under the guise of an intensification of the war on drug trafficking, Washington has woven a military device and intelligence that recalls the preludes to past interventions in the region. Yesterday is not today. Unlike 2019, when Trump openly proclaimed his desire to overthrow Nicolás Maduro, his second term has opted, at least until now, for a strategy more ambiguous and sophisticated: present the Venezuelan leader not as a political adversary, but as a narcoterrorist and, therefore, a legitimate objective within a global anti-narcotics operation. Lethal diplomacy. The change in focus is significant. In his first term, Trump tried to overthrow Maduro with sanctions, diplomatic isolation and the recognition of the opposition Juan Guaidó, without successyes indeed. This time, the discourse of regime change has dissolved into a campaign judicial and military focused on organized crime: rewards up to 50 million of dollars for the capture of the Venezuelan president, accusations of drug trafficking or lethal attacks against boats. Plus, and perhaps the “core” of it all: an authorization secret presidential finding (the so-called presidential finding) that allows the CIA to carry out covert operations and lethal actions within Venezuela. The measure, revealed by senior officials and confirmed by Trump himself, marks a qualitative leap: For the first time in decades, Washington formally enables its intelligence agency to intervene directly in a Latin American country, even without the cover of a declared conflict. The base reopened by the United States in Puerto Rico, the former Naval Station Roosevelt Roads The militarization of the Caribbean. The truth is that the device around Venezuela is already considerable magnitude. More than ten thousand American soldiers are concentrated in bases in Puerto Rico and on amphibious ships; The Navy maintains eight surface ships and one submarine in the region, and the Army has deployed helicopters assault fighters of the 160th Special Operations Aviation Regiment, the famous “Night Stalkers”next to B-52 strategic bombers on deterrence flights near Caracas. Officially, these are maneuvers and training exercises, but the accumulation of forcesunited with the maritime attacks against vessels suspected of trafficking, has been interpreted by international observers as a clear warning. Each new air or naval mission reinforces the feeling that the United States is rehearsingif not a total invasion, then at least the ability to execute fast and selective operations against Venezuelan targets. Hybrid Warfare Laboratory. The current strategy combine components of military, psychological and political pressure. The public revelation of the CIA’s covert operations, an unprecedented fact in itself, seems aimed at generating fear and distrust within Maduro’s circle of power. Intelligence analysts describe this campaign as a hybrid war examplewhere open threats are intertwined with disinformation operations, sabotage and stimulation of internal fractures in the regime. According to Washington sourcesthe immediate objective would be to push the Venezuelan military commanders to withdraw their support for Maduro, reproducing the model of internal decomposition that preceded the overthrow of Manuel Noriega in Panama in 1989. However, Venezuela is a more complex scenario, with a cohesive security apparatus, the presence of Russian and Iranian advisors and paramilitary groups that act as territorial control networks. Ripe The pretext: drugs. Trump and his advisors have presented the entire offensive under the umbrella of the fight against drug trafficking. They have accused the regime of being a drug stateto use Aragua Train group as an operational arm and to flood the United States with drugs. The narrative seeks internal legitimacy and support from public opinion, but the facts contradict it: the majority of opioids and fentanyl that devastate American society come from Mexiconot from Venezuela. However, the discourse of the drug enemy serves the White House to avoid the debate on direct intervention and reconfigure military action as a simple extension of a global war against organized crime. The parallelism with the justification used in the case of Noriega It is very powerful. No negotiated exit. I was counting a few hours ago AP exclusively that, in the face of growing pressure, the Venezuelan government would have tried to offer a political solution: a plan that contemplated the progressive resignation of Maduro within a period of three years and the transfer of power to his vice president, Delcy Rodríguez, without subsequent re-election. The White House rejected the proposal immediately, arguing that he did not recognize the legitimacy of Maduro or his cabinet and that the country was a narco-state run by terrorists. The frustrated gesture illustrates, a priori, the point of no return: Washington is no longer seeking negotiation, but capitulation. Since then, Caracas has reacted with gestures of fear and defiance at the same time: irregular movements by Maduro, television broadcasts from undisclosed locations, deployments of anti-aircraft missiles and the use of civilians as a symbolic shield against a possible attack. The dilemma: invasion. The great unknown, therefore, seems clear: if Trump is willing to cross the threshold of a open military action. Its political base, with a strong isolationist component, is suspicious of any prolonged foreign war, but the narrative of the fight against narcoterrorism offers an entrance door for a limited operation: a precision attack or perhaps a raid aimed at a single objective: the Maduro himself. This type of action, presented as a measure of international justice More than an invasion, it could please both the nationalist electorate and the neoconservative sectors of his cabinet. However, such a move would entail an enormous risk: the possibility of a regional warthe breakdown of alliances and a large-scale humanitarian crisis. The shadow of history. The Latin American precedent it is unavoidable. From Guatemala in 1954 until Panama in 1989passing through Chile and Nicaraguacovert operations and coups endorsed by Washington left a … Read more

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