The arrival of the new Chinese low-cost Artificial Intelligence has greatly revolutionised the international geopolitical panorama, hitting the prices of the main American technology companies hard, causing panic in the stock markets and strongly questioning their strategies and their investments (past and future), but we must be critical, not rush into making decisions and analyse this movement calmly. We must not fall into the error of thinking that DeepSeek is the revolution and the panacea to all problems, and at the same time believe that American strategies and policies in this regard have failed and have been nothing short of utterly ridiculous. We must go a step further and be critical of these assertions.
It is reasonable to think that open source models are outperforming proprietary ones, I think no one can deny this, but it is also fair to think that, if it had not been for the huge multi-million dollar investments made by the US in Artificial Intelligence infrastructures, data centres, chips, graphics cards, etc., the new Chinese AI would not have been able to get as far as it has.
We must think beyond the one-off effects of a black Monday on the stock market, the alarm created and the sense of frustration of some leaders and understand it as an opportunity that both blocs and, ultimately, the rest of the world will be able to take advantage of. An opportunity that will allow us to maintain the balance, with its nuances, in this new space race, and thus, as DeepSeeK grows to billions of users and needs to incorporate new services such as video processing, it will need more processors and greater computing power in the future, and at the same time the big native American Artificial Intelligence technologies will be able to learn quickly from the Chinese open source code. I insist, we must understand this as an opportunity that will also allow us to have a more dynamic competition and a much more powerful and efficient technology; considerably optimise costs and consequently increase demand; balance the balance with respect to dependence on American hardware and make governments aware of the critical importance of continuing to invest in and promote the use of AI techniques in all sectors and at all levels, administrations, large corporations, as well as small and medium-sized enterprises, which in most countries, as is the case in Spain, account for more than 60% of the country’s jobs.