DeepSeek-R1崛起震撼全球科技市場
中國人工智能初創公司DeepSeek推出的AI聊天機器人DeepSeek-R1近日引發全球科技市場震盪。該模型以低成本開發，並迅速超越OpenAI的ChatGPT，成為美國下載量最高的免費應用程式。DeepSeek-R1的崛起令美國科技巨頭如Nvidia、微軟和Meta的股價大幅下跌，市場擔憂其低成本模式可能顛覆現有的AI產業格局。
DeepSeek-R1基於開源模型DeepSeek-V3開發，研究人員聲稱其訓練成本僅約600萬美元，遠低於競爭對手的數十億美元投入。這一低成本模式引發了對美國AI主導地位的質疑，尤其是美國政府近期限制向中國出口高端芯片的背景下。中國AI開發者通過共享技術和創新方法，成功降低了對高端芯片的依賴，並大幅壓縮了AI模型的開發成本。
DeepSeek的崛起被視為AI領域的「斯普特尼克時刻」，類似於1957年蘇聯發射人造衛星對美國的衝擊。該公司的成功不僅令市場震驚，也引發了對AI供應鏈投資前景的擔憂。分析師指出，DeepSeek的低成本模式可能對美國AI公司的盈利能力構成威脅，尤其是考慮到這些公司已在昂貴的AI基礎設施上投入巨資。
然而，DeepSeek也面臨挑戰。該公司近日因遭受大規模惡意攻擊，暫時限制了新用戶註冊。此外，美國對高端芯片的出口限制可能進一步影響中國AI公司的發展。儘管如此，DeepSeek的崛起已成為全球AI產業的重要轉折點，未來將如何影響中美兩國的科技競爭格局，仍有待觀察。
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