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國際時事跟讀 Ep.K939: AI's New Frontier: DeepSeek Disrupts Global Tech Order

Highlights 主題摘要：

• DeepSeek has developed an AI model comparable to ChatGPT at a fraction of the cost ($5.6 million vs billions), demonstrating that breakthrough innovations can come from unexpected places.
• The emergence of DeepSeek caused significant market disruption, leading to massive stock value losses for tech giants and raising questions about U.S. technological dominance.
• This development has sparked urgent discussions about AI security, intellectual property protection, and the future of international technological competition in the AI industry..

In a seismic shift that has rattled the artificial intelligence industry, DeepSeek, a Chinese startup barely a year old, has unveiled an AI model that rivals the capabilities of industry leaders like ChatGPT at a fraction of the cost. This breakthrough has not only caught the attention of tech experts worldwide but has also triggered unprecedented reactions in the global financial markets and raised fundamental questions about the future of AI development and international technological competition.

在一場震撼人工智慧產業的重大轉變中，年僅一歲的中國新創公司 DeepSeek 推出了一款能與 ChatGPT 等產業龍頭匹敵，但成本卻大幅較低的人工智慧模型。這項突破不僅吸引了全球科技專家的注意，更在全球金融市場引發前所未有的反應，並對人工智慧發展及國際科技競爭的未來提出了根本性的問題。

The most striking aspect of DeepSeek's achievement lies in its remarkable cost-effectiveness. While major U.S. companies like OpenAI, Google, and Meta invest billions of dollars in developing their AI models, DeepSeek claims to have created its base model for just $5.6 million in computing power. This dramatic cost difference has led to intense speculation about the company's methods and sparked heated debate within the tech community about the future of AI development costs. Marc Andreessen, a prominent tech investor, has described it as "one of the most amazing and impressive breakthroughs" he has witnessed, while others question the full implications of this advancement for the global tech landscape.

DeepSeek 最引人注目的成就在於其驚人的成本效益。當美國主要公司如 OpenAI、Google 和 Meta 投入數十億美元開發人工智慧模型時，DeepSeek 聲稱僅花費 560 萬美元的運算成本就開發出其基礎模型。這巨大的成本差異引發科技業界對該公司方法的強烈揣測，並在科技社群中掀起關於人工智慧發展成本未來的激烈討論。知名科技投資人 Marc Andreessen（馬克．安德森）稱其為「他所見過最令人驚嘆且印象深刻的突破之一」，而其他人則質疑這項進展對全球科技版圖的全面影響。

The emergence of DeepSeek has had immediate and substantial effects on the U.S. stock market, triggering what some analysts call a fundamental reassessment of tech sector valuations. Nvidia, the leading manufacturer of AI chips, experienced an unprecedented single-day loss of nearly $600 billion in market value, while other tech giants like Meta and Alphabet also saw significant declines. This market reaction reflects growing uncertainty about the competitive advantage that U.S. companies have maintained in AI technology, particularly given China's ability to achieve such advances despite facing restrictions on access to advanced AI chips and other critical technologies.

DeepSeek 的出現對美國股市產生了立即且重大的影響，促使分析師稱之為科技產業估值的根本性重新評估。人工智慧晶片的領導製造商輝達（Nvidia）單日市值蒸發近 6000 億美元，創下空前紀錄，而 Meta 和 Alphabet（Google 母公司）等其他科技巨頭也出現顯著跌幅。這樣的市場反應反映出對美國公司在人工智慧技術上所維持的競爭優勢的日益不確定性，特別是考慮到中國在面臨先進人工智慧晶片和其他關鍵技術取得限制的情況下，仍能取得如此進展。

The situation has prompted swift responses from various stakeholders in the AI industry and government sectors. OpenAI has expressed serious concerns about the possibility of knowledge distillation, suggesting that DeepSeek might have used their models to enhance its own capabilities. This has led to urgent calls for increased protection of U.S. AI innovations, with government officials, including the White House "AI and crypto czar" David Sacks, suggesting new measures to prevent unauthorized use of American AI technology. Meanwhile, security experts are advising heightened caution regarding the tool's data collection practices, particularly since the data is stored on servers in China. Adding another layer of complexity to the situation, DeepSeek itself reports facing sophisticated cyber attacks that have forced it to temporarily limit new registrations, highlighting the intense competition and security concerns surrounding this technological breakthrough.

這種情況促使人工智慧產業和政府部門的各方利害關係人迅速做出回應。OpenAI 對知識蒸餾的可能性表達嚴重關切，暗示 DeepSeek 可能利用他們的模型來增強自身能力。這導致了對加強保護美國人工智慧創新的緊急呼籲，包括白宮「人工智慧和加密貨幣沙皇」David Sacks 在內的政府官員提出新措施，防止美國人工智慧技術遭到未經授權的使用。同時，安全專家建議對該工具的資料收集實務保持高度警惕，特別是考慮到資料存儲在中國的伺服器上。更增添情況複雜性的是，DeepSeek 本身報告面臨複雜的網路攻擊，被迫暫時限制新用戶註冊，凸顯出圍繞這項技術突破的激烈競爭和安全顧慮。

Keyword Drills 關鍵字：

1. Seismic (Seis-mic) [adjective. having a very large and serious effect on something]: In a seismic shift that has rattled the artificial intelligence industry, DeepSeek has unveiled an AI model.
2. Speculation (Spec-u-la-tion) [noun. ideas or guesses about something that is not known]: This dramatic cost difference has led to intense speculation about the company's methods.
3. Prominent (Prom-i-nent) [adjective. important and well-known]: Marc Andreessen, a prominent tech investor, has described it as "one of the most amazing breakthroughs."
4. Implications (Im-pli-ca-tions) [noun. the effects that an action or decision will have on something else]: Others question the full implications of this advancement for the global tech landscape.
5. Distillation (Dis-til-la-tion) [noun. the process of taking the most important parts from something]: OpenAI has expressed serious concerns about the possibility of knowledge distillation from their models.

Reference article:
1. https://www.bbc.com/news/articles/c9vm1m8wpr9o
2. https://edition.cnn.com/2025/01/27/tech/deepseek-stocks-ai-china/index.html