The Chinese startup Deepseek recently caused a stir with its latest AI model Deepseek-R1 and put pressure on the chip and AI title. The former Intel CEO Pat Gelsinger considers the reaction of the market to be “wrong” and sees opportunities in recent developments.
• Section of the costs for AI will expand the market
• Deepseek as an example of innovation despite restrictions
• AI research should be designed more openly
The former Intel CEO Pat Gelsinger commented on LinkedIn to Deepseek and its effects on the market. Gelsinger writes in his contribution of three important lessons.
Ex-Intel CEO relies on Nvidia share
Gelsinger considers the reaction of the market to Deepseek cheap new AI model as “wrong”. He believes that the reduction in the cost of artificial intelligence (AI) will expand the market. “As we have seen in CMOS, PCs, multicore, virtualization, mobile devices and many others, the broad availability of arithmetic resources at radically lower prices will lead to an explosive expansion and not to shrink the market,” says Gelsinger. The former Intel CEO is of the opinion that AI will be used in all areas in the future, but is still “too expensive” to use this potential today. Gelsinger therefore continues to use chip and AI shares such as Nvidia. “Today I am a buyer of Nvidia and AI shares and I am pleased that I can benefit from the lower prices,” he explains.
Deepseek shows innovation despite restrictions
In addition, Gelsinger sees Deepseek’s success as an example of how a company can find ways despite difficulties to develop a strong product. “The export laws restricted the available resources, so that the Chinese engineers had to become creative, which they did. Gelsinger. In this context, the former Intel boss also refers to a famous computer scientist who explained to him in an interview “how he did his best work when the resources were most limited and the schedules were most demanding”. For Gelsinger, this knowledge was “one of the most important in my career as an engineer”.
Gelsinger for open technology
The former Intel CEO is also of the opinion that AI research should be more openly designed. “It was disappointing to observe how research on basic models has become more and more closed in recent years,” said Gelsinger. According to the ex-Intel boss, it is important to know “what the training data looks like”, “the algorithms [zu] study “and” to deal with the correctness, ethics and the effects “. Gelsinger explains that the topic of artificial intelligence is” far too important for our future “,” than that a closed ecosystem ever prevailed in this area could.”
Gelsinger describes Deepseek as “an incredible piece of technology” and believes that it “promotes the spread of AI” and help to “redefine its view of open innovation”.
Editor finance.net
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