Open Models & National AI Capability
DeekSeek-V3 AI จีน ชนะ ด้วยต้นทุนแค่ 5% แรงผลักดันจาก สหรัฐ แบนชิป NVIDIA ส่งไปจีน
Summary
The US banned the NVIDIA H100 to China. The response was not retreat but DeepSeek, trained for around $5.5 million against GPT-4’s hundred million-plus.
It beat the comparison on maths and coding benchmarks, and it is open source and free to download.
The conclusion drawn is that the chip ban may end up costing the United States more than it costs China.
Key points
Constraint forces efficiency
When the hardware is not there, the only route is better algorithms — and that knowledge cannot be repossessed.
Open source changes the power equation
A model released freely makes controlling access meaningless.
A lower cost opens the door to smaller countries
If this level is reachable for single-digit millions, a country like Thailand can enter.
Export bans have a shelf life
They buy time without stopping anyone, and the time bought is not free.