The appearance of DeepSeek sent a ripples of concern through Silicon Valley and questioned the competitive landscape of the rapid evolution of artificial intelligence (AI) sector. However, Meta’s chief AI scientist, Yann Lecun, has warned overreaction with the appearance of Chinese companies.
Popular with DeepSeek’s R1 model
According to third -party benchmarks, Deepseek has announced a new AI model that exceeds existing models from giants in the industry, such as Openai and Meta, but is using such powerful hardware and a significant budget. It is conveyed.
This news caused high -tech sale, NVIDIA, a major supplier of high -end AI chips, has experienced a decrease of nearly $ 600 billion, and is basically a need for billions of billions. It brought a huge loss of $ 1 trillion. AI development.
In a thread post, Lecun argued that large -scale investments poured into AI companies in the United States are promoted not only for training but also due to the need for inference functions. Progress is a process that applies the knowledge learned by the AI model to new data, and is important to move the generated AI chatbot like Chatgpt. As the demand of users increases, the need for inference processing increases and the cost increases.
Main misunderstanding about investment in AI infrastructure:
These billions are in infrastructure for inferences, not training.
Executing AI Assistant Services for billions of people requires a lot of calculations.
“Costs will increase”
LECUN predicts that the AI system is more sophisticated, and the cost of inference will continue to rise as functions such as video understanding, reasoning, and large -scale memory are incorporated. He believes that the market response to DeepSeek’s progress is “extremely unfair things.”
Putting videos understanding, reasoning, large -scale memory, and other functions on AI systems will increase the cost of reasoning.
The only real problem is whether the user is pleased (directly or direct) to justify Capex and OPEX.
Therefore, the market reaction to Deepseek is extremely unreasonable.
META CEO’s Mark Zuckerberg has recently announced plans for more than $ 60 billion in 2025.
