02/04 2025
575
As we all know, while the Chinese nation joyfully celebrates the Spring Festival, many American technology enterprises find little to cheer about.
Particularly, NVIDIA, OpenAI, Broadcom, and other companies involved in chips for robotics and AI have been severely impacted by developments during the Chinese Spring Festival.
It all began with a small company from Hangzhou, China—DeepSeek, which unveiled an AI large model. Remarkably, this model outperforms OpenAI's products without relying on a vast number of AI chips or incurring high training costs.
According to media reports, DeepSeek's costs are less than one-tenth of OpenAI's, and the entire development process took just a few months. Furthermore, the core personnel are all local Chinese talents, without the involvement of so-called returning experts from the United States.
This news has significantly impacted NVIDIA, Broadcom, TSMC, and others, causing their share prices to plummet. Overnight, the U.S. technology chip index dropped by 9%, wiping out $1 trillion from the entire capital market. NVIDIA, in particular, saw a single-day fall of 17%, resulting in a loss of nearly $600 billion (approximately RMB 4.3 trillion).
TSMC fell by 13%, Broadcom by 17%, and even former President Trump was taken aback, describing the AI model released by DeepSeek as a wake-up call for the American AI industry.
It's not just DeepSeek that has the United States on edge. During the Spring Festival Gala, China's purely domestically produced robots also made their debut. On stage, these robots performed a duet, exhibiting movements more agile than real humans, surpassing everyone's imagination.
It is said that these robots are also cost-effective, with a unit price of just over RMB 200,000. In contrast, similar robots manufactured in the United States cost between $30,000 and $100,000, and their configuration and performance are not as robust as China's robots, lacking a bit in flexibility.
These two events clearly demonstrate that China is not inferior to the United States in the field of AI (large models, robots) and may even be more advanced.
It's worth noting that the United States has been obstructing the development of China's AI technology due to its potential to disrupt technologies worldwide. The U.S. fears that China will emerge as the world's most powerful technological force through AI, prompting various restrictions.
However, it seems the United States never anticipated that, despite its comprehensive restrictions, China would excel in both AI software and AI hardware.
The reason behind China's success is not hard to fathom. On one hand, China boasts a developed industrial system and a comprehensive supply chain, keeping costs low.
On the other hand, China offers numerous application scenarios. AI models and hardware robots can be swiftly implemented in various domestic fields. Therefore, the combination of research, practice, rapid iterations, and low-cost advantages makes it unsurprising that China is leading globally.
It can be said that during this Spring Festival, AI large models and robots have allowed everyone to re-recognize China's technological prowess, truly sending shockwaves through the United States.