7月3日消息，DeepSeek最近在LinkedIn上大举招聘。市场人士分析，DeepSeek可能希望从海外吸引人 才。这家总部位于杭州的公司在过去一周里，在微软旗下的求职和社交平台LinkedIn上发布了10个职 位，这是该公司几个月来首次在该平台发布招聘信息。（中国基金报） ...

【导读】 DeepSeek在领英上发布招聘信息 中国基金报记者 泰勒 大家好，关注一下DeepSeek的新消息。 DeepSeek在海外招聘 7月3日消息，DeepSeek最近在LinkedIn上大举招聘。市场人士分析，DeepSeek可能希望从 海外吸引人才。 这家总部位于杭州的公司在过去一周里，在微软旗下的求职和社交平台LinkedIn上发布了10 个职位，这是该公司几个月来首次在该平台发布招聘信息。 这些岗位都用中文发布，包括职位描述。其中，有三个职位专注于人工通用智能（AGI），工 作地点在北京和杭州。 值得注意的是，LinkedIn早在2021年就关闭了其在中国的本地化版本，这意味着很多能看到 这些招聘信息的潜在候选人都在中国以外。 与此同时，DeepSeek在美国的竞争对手，如OpenAI和Meta，也在争相抢夺顶尖AI人才，力 图在这一可能改变世界的技术领域占据领先地位。有些公司甚至通过裁减其他团队以腾出预 算，用于数据中心和AI项目，或为顶尖工程师开出巨额薪资，有时还直接从竞争对手那里挖 人。 Meta疯狂挖角AI人才 知情人士透露，Meta已向OpenAI员工发出至少十份令人咋舌的天价邀约。 ...

Core Viewpoint - Chinese artificial intelligence companies are undermining the United States' dominance in the global AI sector, presenting a significant challenge to American leadership [1] Group 1: Market Trends - Users across Europe, the Middle East, Africa, and Asia, including multinational banks and public universities, are increasingly opting for Chinese large language models as alternatives to American products like ChatGPT [3] - According to Sensor Tower, ChatGPT remains the most popular AI consumer chatbot globally with 910 million downloads, while DeepSeek has 125 million downloads [3] - Chinese companies are gaining customers by offering products with nearly equivalent performance at significantly lower prices [3] Group 2: Competitive Advantages - A study by Harvard researchers highlights that China holds advantages in two key components of AI—data and human capital—helping it catch up in the AI field [3] - Unlike American AI companies that prioritize major technological breakthroughs, China's AI industry focuses more on practical applications, which may facilitate quicker market capture [4] - Leading Chinese AI firms are gaining further advantages by open-sourcing their large models, allowing users to modify them to meet specific needs, thus encouraging global adoption [5] Group 3: Cost Efficiency - The co-founder of the Cyprus AI platform Latenode noted that among its global users, one in five chooses the DeepSeek model due to its "comparable quality" at a price that is 17 times cheaper, making it particularly attractive to clients in regions like Chile and Brazil with limited funding and computing resources [5]

作 者丨孔海丽 编 辑丨骆一帆 全球人工智能领域，华人可以说得上是群星闪耀。 视频编辑：实习生余果 设计郑嘉琪 华人科学家成为抢手的人才，并不是偶然的。 最近两周，Meta从OpenAI挖走了至少7名核心研究员，其中4名是华人。他们是，赵盛佳，本 科清华，是OpenAI的o1/o3-mini核心开发者；任泓宇，本科北大，参与了从GPT-4o到o3-mini 的开发，领导着一个后训练团队；余嘉辉，本科是中科大，是OpenAI感知团队负责人；毕书 超，本科浙江大学，负责OpenAI多模态训练。 据说扎克伯格给他们开出了极具诱惑力的薪酬。但传说中的每人1亿美元，不是真的，而是包 括股权激励在内的长期合约薪酬。 中国AI人才的崛起已成为全球科技领域不可忽视的现象。 根据美国芝加哥保尔森基金会（Paulson Institute）下属智库MacroPolo在2024年发布的一份 报告，2019年，美国顶级AI人才中，有27%来自中国大学；到2022年，这一比例上升至 38%，超过了来自美国大学的37%。 过去两年，这一比例还在上升。3月19日黄仁勋在接受包括21世纪经济报道在内媒体的采访中 谈到他的一个观察："全球50 ...

Core Insights - Chinese AI models are gaining popularity globally, challenging the dominance of the US in the AI industry [1] - Users from various sectors, including multinational banks and public universities, are turning to Chinese companies like DeepSeek as alternatives to US products like ChatGPT [1] Group 1: Adoption and Usage - HSBC and Standard Chartered have begun internal testing of DeepSeek's models [3] - Saudi Aramco has deployed DeepSeek in its main data center [3] - Major US cloud service providers, including Amazon AWS, Microsoft, and Google, are offering DeepSeek services to their clients [3] Group 2: Competitive Advantage - Chinese AI companies can provide comparable performance at significantly lower prices, attracting customers quickly [3] - DeepSeek's overall quality is reported to be similar to competitors, but its price is only 1/17 of that of alternatives, making it particularly appealing in countries with limited funding and computing resources [3][4] Group 3: Global Reach and Customization - The platform Latenode, based in Cyprus, helps global enterprises customize AI tools, with up to 20% of users opting for DeepSeek's models [3] - Abeja, a Tokyo-based AI startup, chose Chinese-developed AI products over those from Google and Meta for a project with Japan's Ministry of Economy, Trade and Industry [4] - The University of Johannesburg in South Africa selected DeepSeek for a pilot project due to its open-source nature and offline capabilities, which enhance data security [4]

Core Insights - DeepSeek experienced a dramatic 24-hour period, achieving a peak of 30 million daily active users but subsequently suffering multiple service outages, highlighting the AI industry's focus on performance over stability [1][3] - The incident revealed systemic risks within DeepSeek's infrastructure, prompting a reevaluation of AI companies' approaches to stability as they transition from speed competition to endurance challenges [1][3] Group 1: Service Outage Details - The outage was not an isolated incident but a systemic risk, starting with a complete API service interruption that saw a 100% failure rate for developer calls [3] - The first failure occurred at 10:55 AM, with partial recovery by 11:32 AM, but a more severe crash followed, leading to a total service outage until 4:43 PM [3] - The economic impact was significant, with one enterprise reporting a 500% increase in customer complaints and direct losses exceeding 2 million yuan [3] Group 2: Technical Challenges - DeepSeek attributed the outages to sudden traffic spikes, system upgrades, and infrastructure fluctuations, but three structural issues were identified [5] - The first issue was a failure in traffic prediction, as user growth surged from zero to 30 million in just seven days, overwhelming server resources [5] - The second issue was the vulnerability of GPU clusters, which faced severe delays and data loss during peak traffic, leading to system protection mechanisms being triggered [5] - The third issue stemmed from the open-source model, which increased third-party deployments by 300%, further straining server capacity [6] Group 3: Recommendations for Stability - The incident underscored the need for a comprehensive stability assurance system in the AI industry, encompassing both technical and commercial aspects [7] - Upgrading technical architecture is essential, with examples like GMI Cloud's high-bandwidth GPU interconnects and Meta's software optimizations to improve task scheduling efficiency [7][8] - Innovations in business models, such as DeepSeek's private deployment option for enterprise clients, can alleviate pressure on public services [8] - The establishment of industry standards for AI service stability is crucial, with proposed requirements for top service providers to achieve 99.9% availability [8]

全球AI人才竞争白热化，继OpenAI和Meta竞相吸引顶尖AI人才之后，DeepSeek正在LinkedIn上发布招聘信息，可能寻求从海外吸引人才。 周三，这家总部位于杭州的公司在过去一周内在微软旗下的这一求职和社交网络平台领英上发布了10个职位，这是该公司数月来首次在该平台发 布招聘信息。 这些职位包括三个专注于通用人工智能（AGI）的岗位，工作地点位于北京和杭州。所有职位描述均以中文发布。 | 全球的职位 10 条结果 | | 订阅职位 | DeepSeek Al | | --- | --- | --- | --- | | | 前端开发工程师 | 4 | 前端开发工程师 | | | DeepSeek Al | × | 中国 浙江省 杭州 · 1 天前 · 10 位申请者 | | | 中国 浙江省 杭州 (现场办公) | | | | | 已查看 抢先申请 同 快速申请 | | 由招聘者推广·尚无可用回复洞察 | | | 全栈工程师 | × | 现场办公 录品 ● 0 / 3 项技能匹配 | | | DeepSeek Al | | | | | 中国 浙江省 杭州 (现场办公) | | 聞 快速申请 收藏 | ...

Group 1 - The rise of Chinese AI talent is becoming an undeniable phenomenon in the global tech landscape, with a significant increase in the proportion of top AI talent from Chinese universities [2][5] - In 2019, 27% of top AI talent in the US came from Chinese universities, which increased to 38% by 2022, surpassing the 37% from US universities [2] - Huang Renxun, CEO of Nvidia, noted that 50% of global AI researchers are from China, indicating a major contribution to AI research [2][5] Group 2 - The increase in Chinese AI talent is attributed to educational reforms, corporate innovation, and policy support, transitioning from "follower" to "leader" in AI [2][5] - The number of AI-related programs in Chinese universities has grown significantly, with over 600 institutions offering such programs by 2024 [2] - Companies like DeepSeek demonstrate that local teams in China are capable of independent R&D in top-tier AI technologies [3] Group 3 - The World Intellectual Property Organization reported that since 2017, patent applications in generative AI have increased by over 800%, with China leading in the number of patents [3] - In 2024, 61.5% of newly published generative AI patents originated from China, highlighting its dominance in this field [3] - Beijing is a key hub for AI talent, with a significant number of returnees working in AI and related fields [4] Group 4 - Despite the rapid growth of AI talent in China, challenges remain in foundational technologies, particularly in high-end chips [4] - The overall number of engineers in China is large, but there is a shortage of those with master's degrees, with a projected gap of 4 million high-skilled AI talents by 2030 [5] - Balancing the cultivation of exceptional engineers, breakthroughs in basic research, and global collaboration will be crucial for China's AI talent to take a central role on the world stage [5]

DeepSeek is ramping up its recruitment on LinkedIn, suggesting the Chinese AI startup may be looking to lure talent from outside its homeland https://t.co/yXyDCJqao2 ...

资料来源：MSCI，截至2024年12月。 部分业内人士早已质疑近期的市场表现，认为AI的最新发展有被夸大之嫌。同时，应加以考虑新科技所涉及的相关风险，其中 包括监管变化或管制，还有西方对某些科技产品的持续出口限制。尽管我们承认这些风险，但我们亦相信AI的演变在关键技术 领域发挥重要作用，这可能有利于国内长远增长前景。 近期AI的进步巩固中国的竞争力 随着DeepSeek-R1等新式大型语言模型(LLM)相继冒起，中国正式步入AI发展的新阶段，为大规模AI应用开辟机遇。 中国现有的开源LLM生态系统备受认可，其中DeepSeek展现能够取得与其他现有流行LLM（例如Open AI的GPT-4）相等的表 现，但成本却显著降低，从而为企业削减成本和提高生产力提供变革性的机遇。 创新主题推动中国股票获得重新评级的机遇 深度求索(DeepSeek)在人工智慧(AI)领域的突破引起广泛投资者的关注，推动资金涌入中国资产。即使对中国内地经济复苏的 忧虑持续，加上围绕美国贸易政策的不确定性，离岸中国股票（例如在香港上市）年初至今表现强劲，有赖于该市场较为侧重 于AI相关主题（图1）。例如，MSCI中国指数中约有60%成份股 ...