Artificial Intelligence thread

tphuang

tphuang

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Can we please get back on topic with AI?


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Here is an article from FT on the wide adoption of DeepSeek in China.

“The pace at which DeepSeek is spreading is incredible. Before, conservative institutions like government agencies and hospitals were nervous about introducing generative AI applications, fearing trouble if something goes wrong,” said one Hangzhou-based AI engineer.
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Local governments, including Jinan’s and Hangzhou’s, have launched citizen chatbots built on DeepSeek so that residents can ask questions about everything from tax payments and rubbish collection to birth certificates. The city of Shenzhen’s Futian district has launched multiple AI agents built on DeepSeek models, including a document generation tool for law enforcement officers to draft administrative reports.
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There is definitely a mentality change here.

HSBC tech hardware analyst Frank He wrote in an analyst note that DeepSeek “AI inferencing workloads have been surging, triggered by the growing popularity of DeepSeek R1 in recent weeks”. He predicted demand would continue and “trigger related hardware and software upgrades in cloud computing and AI infrastructure”.
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Even the quants have now shifted to all using AI for their trading

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According to the
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, the AI startup is currently being used by at least 10 state-owned energy companies and 13 city governments.
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I've personally lost count, but SOE and regional government adoption is happening at lightning speed really (for them)

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Looks like they are now reporting jump in demand for H20s from Tencent, ByteDance & Alibaba. I'm not surprised here. It's kind of necessary, but they are also procuring domestic chips in big numbers. They are snapping up anything they can.
 
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AndrewS

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Wrought said:
Yes that's right when it comes to real-world decisions, but your original assertion was about economic theoreticals, and it was wrong.
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Uh no.

Eventine posted a long spiel about the theory of comparative advantage relating to AI.

My response pointed out how it doesn't work in the example of US and China.
 
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Eventine

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mossen said:
Kimi would like to remind you that they are not dead.

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Their latest public release is 1.5. So they are clearly going to release something big soon.
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Without an open source / open weights release, they're going to have to show more if they want to be noticed. Matching o1 performance is, by now, not particularly exciting given the half dozen other companies that's done it. Grok 3 has the uncensored angle going for it, Deep Seek is open weights, Anthropic is still the king of practical coding, and Google has by far the cheapest API (at ~1500 free requests per day). Even Qwen is struggling for attention because it's just not doing anything special any more.

Eyes right now are on the next generation of models - potentially led by ChatGPT 4.5 and o3 - and Deep Seek v4 / R2. Meta may also throw a curve ball there if they manage to get LLama 4 out this year and reach state of the art.

The field is moving quickly and AI companies need differentiation to help them get noticed and survive.
 
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