Recently, a series of news about China's AI company DeepSeek has been attracting wide attention. On February 3rd, OpenAI's CEO Altman stated in Tokyo that OpenAI currently has no plans to sue DeepSeek, despite having previously pointed out that DeepSeek might have used OpenAI's technology. Altman emphasized that OpenAI will continue to focus on technological innovation to maintain its industry-leading position and has already faced many competitors. He also mentioned that promoting technological advancement is in the global interest.
Meanwhile, China's Permanent Representative to the United Nations, Fu Cong, held a press conference at the UN headquarters in New York on February 4th. Discussing DeepSeek and Sino-American AI collaboration, he stated, "Never underestimate the intelligence of Chinese researchers." Fu Cong noted that China and the U.S. are leaders in the global AI field and must strengthen cooperation to foster technological development, particularly in helping global South countries benefit equally. He also criticized U.S. restrictions on Chinese tech companies, stressing that bans cannot effectively hinder technological progress.
Additionally, reports of DeepSeek's technological advancements are emerging. Sugon Information and Hygon Information recently announced the successful completion of adapting the DeepSeek V3 and R1 models with domestic Deep Computing Units (DCUs), which are now online. Users can deploy and use models through the platform. These models are based on the Transformer architecture, employing innovative technologies like Multi-Head Latent Attention (MLA) and DeepSeek MoE, significantly enhancing inference efficiency and performance.
DeepSeek's influence continues to expand within the industry, with several tech giants like Tencent Cloud, Huawei Cloud, Microsoft, and NVIDIA already launching related services. Baidu Smart Cloud has even introduced ultra-low pricing plans to attract more users to try its technology.
Internationally, DeepSeek is also facing some challenges. The U.S. government is investigating whether the company used controlled chips, while the Singapore government has stated it will closely cooperate with the U.S. to ensure compliance with export control regulations.
Industry insiders believe DeepSeek's rise not only prompts market reflection on the development stage of the Sino-American AI industry chain but may also lead to a reassessment of the value of Chinese and American tech stocks, stimulating a reevaluation of the technological potential of Chinese tech companies by capital markets. However, global market macro uncertainties remain, especially with Trump's tariff policies and the Federal Reserve's monetary policy, which may affect the overall investment climate.
DeepSeek's rapid rise has undoubtedly become a focal point in global AI technology and investment, and its future development continues to be full of highlights.
