Is China Winning the AI Race Against the U.S.?

Note · AI · StrategyJanuary 20251 min read

Deepseek is everywhere! and the hype train is going bonkers! $1.5 trillion in stock market value vanished yesterday! This shows how little the public understand GenAI! Does this mean that China is asserting its dominance? and that USA is losing in this GenAI battle? Well, read on to get more clarity on this topic!
One thing for sure - Europe is still regulating its away out of this US-China fight for GenAI Supremacy! :-)

The carousel · 10 slidesSwipe →

Slide 1: Is China Winning the AI Race Against the U.S.? — 01Is China Winning the AI Race Against the U.S.?

Slide 3: DeepSeek’s Secret Sauce – Efficient Memory Handling — 03DeepSeek’s Secret Sauce – Efficient Memory Handling

Slide 4: The Compute Gap — 04The Compute Gap

Slide 5: Selective Parameter Training — 05Selective Parameter Training

Slide 6: KV Cache Compression — 06KV Cache Compression

Slide 7: How did they replicate o1? Reinforcement learning — 07How did they replicate o1? Reinforcement learning

Slide 8: Does This Mean the U.S. Is Losing? — 08Does This Mean the U.S. Is Losing?

Slide 9: The Role of Open Source — 09The Role of Open Source

Slide 10: Closing Thoughts — 10Closing Thoughts

Originally posted on LinkedIn · January 2025.

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