Chinese artificial intelligence startup Deepseek shocked the market and AI experts, claiming that it established a very popular chat robot at a small part of the cost of the American technology giant.
This immediately questioned the cost of billions of dollars in US technology companies on a large number of energy data centers, and they said they need to release the next wave of artificial intelligence.
Does this new artificial intelligence mean that the world is much less needed for technology than everyone thinks? The answer has a profound impact on overheating climate. AI uses a large amount of energy, most of which come from burning fuel, which can lead to climate change. Technology companies said that when they should gradually decrease and destroy their plans to cope with climate change, their power use is rising.
Eric Gimon, a senior researcher at Energy Innovation, said: "There is a very gunfire that continues to move forward at all costs at this field, which has promoted investment in fossil fuel." "This is an opportunity to knock brakes."
Experts say that even if its huge power demand has not disappeared, making AI more effective efficiency may reduce taxes on the environment.
People rush to the new Deepseek assistant
DeepSeek said in the budget that an impressive chat robot said, which enabled the AI assistant to download the first free application on Apple's iPhone this week, before the US-Made ChatBots ChatGPT and Google's Gemini.
Jay Woods, the chief global strategyist of Liberty Capital Market, said: "Suddenly, we wake up on Monday morning, and we saw a new player on the App Store. Suddenly, this may be overnight. Become a potential GameChanger. "This caused some panic.
Deepseek's application competes well with other leading AI models. It can constitute software code, solve mathematical problems and solve other problems that adopt multiple planning steps. It explained the ability of reasoning in the process of answering the question and attracted people's attention.
Leading analysts have been studying the startup's public research papers to introduce its new model R1 and its pioneers. In DeepSeek's claims, the details that stand out to train flagship V3 models behind their AI assistants are only 5.6 million US dollars, while billions of dollars are used to build ChatGPT and other well -known systems, which is an amazing number. DeepSeek has not responded to the request for comment.
The paper says that the number of $ 5.6 million includes only actual training and chat robots, not earlier research and experimental costs. Deepseek is still working under some restrictions: the United States export control over the most powerful AI chip. It said that it relies on the relatively low -performance AI chip from the California chip manufacturer NVIDIA, that is, the United States has not been sold in China.
It is estimated that by 2028, the energy use of the US data center is expected to be twice or three times
According to data from the national laboratory of Lawrence Berkeley, the data center consumed 4.4 % of the US electricity in the United States in 2023. By 2028, this data center is expected to increase to 6.7 % to 12 % of total US power. Essence
American technology giants must spend more money on establishing data centers and other infrastructure to train and run their AI systems. Meta Platforms, the parents of Facebook and Instagram, said that this year plans to spend up to $ 65 billion, including a large -scale data center comprehensive building in Louisiana.
Microsoft said it will cost $ 80 billion this year. Trump joined the CEO of OpenAI, Oracle and Softbank last week to announce the joint venture that hopes to invest as much as 500 billion US dollars in the data center, and the power generation required for AI development. start.
Experts believe that if AI is more effective, it will be used more, so energy demand will still grow.
Vic Shao, the founder of DC Grid, said that when there is an innovative technology that is useful for ordinary people, people will use it that the company will provide the founder of the data center and electric vehicle charging stations and DC power.
Travis Miller, the energy and public business strategist of Morningstar Securities Research, said that this means that data centers will still be established although they may be able to operate more effectively.
He said: "We believe that the growth of power demand will come at the lower end of most areas."
Rahul Sandil, vice president and general manager of Semiconductor Global Marketing and Communications, said that if Deepseek's claims are established, some conventional AI queries may not require data centers and can be transferred to mobile phones. This will reduce the needs of calculation and provide more time to expand the renewable energy of the data center.
Bloom Energy is one of the heavy AI -related stocks on Monday. Kr Sridhar, the founder and CEO, said that the United States must lead AI because it can use clean energy to power the data center, which is different from other countries that mainly depend on coal.
He said: "We can continue to make it better, and we will continue to make it better."
Rick Villars, an analyst at the market research team IDC, said that DeepSeek news may affect how AI researchers promote their models, but they still need a lot of data centers and electricity.
"We believe that this can actually improve and accelerate when AI is more integrated into our lives in the working significance, and the meaning of life and healthcare." Therefore, we still think we need ability. "
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