Eric Worrall essay
Green Energy is dead – China has just fired the opening shot in a new high energy race from the Cold War to build the ultimate AI.
Deepseek's technical breakthrough was celebrated in China as an answer to win Ki war
“We should be confident that China will win the AI war with the USA at some point,” said Zhou Hongyi, Zhou Hongyi, in a Weibo post
Ben Jiangin Beijing And Well, Perezin Hong Kong
Published: 12:00 p.m., January 28, 2025 updated: 1:25 p.m., January 28, 2025
Deepseek, which was praised by some as a “largest dark horse” in the open source arena (Langual Language Model) (LLM) (AI) War with the USA.
The company based in Hangzhou sent shock waves over the Wall Street and the Silicon Valley for the development of AI models to a fraction of the costs compared to Openai and Meta platforms, which prompted US President Donald Trump, the breakthrough as “Weck call” and “” wake -up call “and” “, and” “and” “and” and “and” and “and” “and” “and” positive “for the American tech sector.
At home, Chinese tech executives and various commentators hurried to greet deepseeks disruptive strength.
Zhou Hongyi, co-founder, chairman and managing director of the Chinese cyber security company Qihoo 360, explained that after the publication of two high-performance new AI models in a video “The World” recently published on his Weibo account. Built at lower costs and with fewer computing resources than what larger technology companies usually need for LLM development.
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Read more: https://www.scmp.com/tech/tech-trends/article/3296503/deepseeksekseks-breakthrough-hailed-china-ai-War
The effects of this breakthrough on the US Tech landscape were dramatic.
NVIDIA violates a market capitalization of almost $ 600 billion, the greatest one-day loss in US history
Published Mon, January 27, 20254: 08 PM Estupated Mon, January 27, 20255: 26 a.m.
Samantha subin@samantha_subin
- The NVIDIA shares fell 17%on Monday, which led to a market capitalization loss of almost 600 billion US dollars, the greatest decline ever for a US company.
- The sale, which hit a large part of the US technology sector, was triggered by concerns about the increasing competition by the Chinese AI Lab Deepseek.
- Data center company that rely on Nvidia chips also remembered, with Dell, Oracle and Super Micro Computer all fell by at least 8.7%.
Nvidia lost almost 600 billion US dollars in market capitalization on Monday, the greatest decline for every company in a single day in US history.
The chipmaker's share price fell by 17% and closed at 118.58 USD. It was Nvidia's worst day on the market since March 16, 2020, which was early in Covid pandemic. After Nvidia Apple exceeded last week to become the most valuable listed company, the share of the share on Monday led to a 3.1% sequence of the Technical Haavy Nasdaq.
The sale was triggered by concerns that the Chinese artificial intelligence laboratory Deepseek is a increased competition in the global AI fight. At the end of December, Deepseek presented a free open source-large language model that it says that it only built two months and less than $ 6 million, using NVIDIA H800 chips with reduced capacity chips.
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Read more: https://www.cnbc.com/2025/01/27/nvidia-sheds-saste-600-billion-in-market-cap-biggest-drop-ever.html
As early as December, I predicted that the year of the Gigawatt -Ki project would be in 2025 and suggested that China started to the AI game to a large extent, even though the details were sparse. This observation has now been confirmed by the announcement by Deepseek.
My research in December also indicated that China has an advantage in this breed due to her enormous surplus of fossil fuel energy. China's slowdown of construction has searched many excess energy and industrial capacities for use. AI could be the ticket to record this free capacity.
The only hope of the United States to get China is to access China's access to energy, stability and quantity. Because one thing needs a thing more than anything else, is gigawatts of stable dedicated capacities. In the energyront, the United States is so far behind the game that the United States will even increase China's current capacity for this most critical metric.
Where is the space in this new World Comrading Renums for Energy Saving, Expensive Renewable Energy and impractical battery storage?
The United States understand this better because The United States is the only power that can hope to meet the KI research resources of China.
USKI companies are increasing to the challenge. President Trump recently supported the Stargate project, a 500 -billion dollar -cooperation between US -KI companies that call some people as AI Manhattan project.
Great Britain and Europe are interested in AI, but for the foreseeable future it makes no sense to take such announcements seriously. At the moment both are so low in energy that they are not even on the menu. Until you have put your house in order and list your green fantasies, Great Britain and Europe will continue to be spectators for the greatest technical revolution in human history.
Despite hundreds of billions of dollars of resources that are promoted by the favorites to win the AI race, there are other players whose outstanding services they qualify as candidates.
India is a great player in AI game -you have the energy resources and the power of people to meet China's Ki -Push, and have long been software and a computer titan, thanks to the long -term policy of zero tax on offshore -S industry. and special high tax -tech -tech -economic zones. The great presence of Indian immigrants in Silicon Valley is also proof of the technical skills of India -India will undoubtedly try to lure the Indian Silicon Valley in the coming years to return home and take part in the AI tech race of India. I assume that India will make a similar AI announcement as China in the coming year.
Israel is solid a candidate, her KI battlefield technology is world class. However, it remains to be seen whether the Israeli economy can raise the resources that are necessary for a serious attempt to build up the first artificial general intelligence.
There is another candidate mentioned – Turkey. Despite the ongoing Turkish economic and political instability, Turkey has a surprisingly robust high technology manufacturing sector with a solid track record of high -tech services. During the recent Libyan Civil War, which Turkey and Russia converted into a high -tech -Waffen -Laufener, Turkey defeated the Russia World Class -Drone -Jamming system by the first autonomous Terminator -robot The world, a AI attack robot, create that no robot needs a control signal. Turkey is perhaps the 100 -to – -outsider when it comes to the race to build the world's first AI super intelligence, but if you enable the secret to build up the first artificial super intelligence, could possibly Brain require a muscle absorption, a theoretical breakthrough instead of the global superpower scale, which is more of a theoretical breakthrough as a global superpower scale investment, Turkey cannot be fully reduced as a candidate.
There are other players who could become important in the future, such as Nigeria, which leads to a serious presence in the high -tech area, Japan, with a long story of AI pioneer, Ki -Animatronics and other progressive technologies and Iran , the, the, the, the, the, the, the, the, those, the ones who tacitly breastfeeds his skills by providing High -Tech -Tech -Tech. But I don't think these players treat the KI arms as a serious national priority to be real competitors, although I might be wrong with Japan.
One thing is clear. The United States has hesitated too long to bring in all the necessary jumping stones and has a lot of time -consuming. The US's lack of energy compared to China could be the US efforts to keep up with China's Ki -pushUnless this deficiency will be remedied in the near future.
If you want to know why AI needs so much energy, this article deals with the functioning of AI.
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