“DeepSeek问世半年影响仍在，改写了业界思维方式”

Core Insights - DeepSeek's emergence has significantly challenged the United States' dominance in the AI sector, positioning China as a potential leader in the field [1][2][5] - The development cost of DeepSeek-R1 was only $5.6 million, in stark contrast to OpenAI's $5 billion investment in 2024, showcasing a new paradigm in AI model efficiency and performance [5] - The impact of DeepSeek has led to substantial losses for American tech companies, notably Nvidia, which saw a market value drop of $600 billion, equivalent to a 17% decline in a single day [1] Industry Impact - DeepSeek's success has prompted a shift in industry thinking, moving away from the belief that larger models and data centers are the only path to success [4][5] - The rise of DeepSeek has inspired a new wave of ambition among smaller developers, aiming to compete on a global scale [7] - The U.S. tech industry is responding with initiatives like the "American True Open Source Models" (ATOM) project to reclaim its competitive edge in AI [6][7] Competitive Landscape - The launch of DeepSeek-R1 has been likened to a "Sputnik moment" in AI, igniting a competitive spirit reminiscent of the Cold War space race [2] - Despite the challenges posed by DeepSeek, some U.S. companies continue to adhere to traditional methods of scaling through larger data centers and increased computational power [6] - The Chinese government emphasizes the importance of data privacy and security, countering claims of data misuse associated with DeepSeek [6][7]