Seeing DeepSeek, countries are in a hurry, NVIDIA is laughing
The emergence of DeepSeek has triggered a global AI competition, with countries increasing investments to pursue AI technology sovereignty. The United States has launched a $500 billion "Gateway to the Stars" program, while countries like France, South Korea, India, and Saudi Arabia have also introduced ambitious AI development plans. Although DeepSeek has lowered the threshold for AI, the pursuit of "sovereign AI" by various countries has instead increased the demand for GPUs, making NVIDIA the biggest winner
Just a month ago, China's DeepSeek shocked the world with its stunning performance and open-source approach. It was like a lightning bolt, breaking the tranquility of the AI field and igniting the ambitions of various countries to pursue AI supremacy.
Soon, the "butterfly effect" of DeepSeek began to manifest, and everyone became anxious.
The American version of the "Stargate," backed by a massive investment of $500 billion, emerged with support from the former president and a gathering of tech giants. Europe was not to be outdone, with Macron splurging €100 billion, vowing to create a French version of the "Stargate" to carve its name on the AI map. South Korea, India, and Saudi Arabia quickly followed suit, unveiling ambitious plans, with data center projects becoming increasingly grand, as if aiming to turn the entire planet into a massive computing center. For instance, OpenAI is promoting the site selection for the "Stargate" in multiple locations across the U.S., where the energy consumption of data centers rivals that of nuclear reactors.
Behind this global AI race, there is one major winner: NVIDIA.
Initially, people thought that the emergence of DeepSeek would break the computational power barrier and lower the threshold for AI. However, no one expected that DeepSeek would instead stimulate countries' awareness of "sovereign AI," leading them to no longer rely on third-party vendors to host AI. The unprecedented national FOMO resulting from this has pushed the demand for GPUs to new heights, allowing NVIDIA to reap the benefits.