Apple’s silicon chips have shifted perceptions of ARM architecture, proving not only suitable for energy-efficient mobile devices but also for desktop processors that rival Intel.
In a recent interview, ARM CEO Rene Haas commented on the ongoing DeepSeek debate, expressing doubts about one of the primary assertions and predicting that China’s AI chatbot will indeed be banned in the US …
Why DeepSeek Led to a Decline in US Tech Stocks
DeepSeek sent shockwaves through AI communities after it released benchmarks suggesting its performance rivals that of the top existing models globally. Experts soon validated these claims, raising alarms that China had achieved this milestone at a fraction of the development costs compared to US counterparts.
This sparked fears that US AI companies might be seriously overvalued and could soon face increased competition. This anxiety was reflected in the declining stock prices of several tech behemoths, with Apple being a notable exception.
Haas Questions DeepSeek’s Assertions
Central to the concerns was China’s assertion that its model was built using considerably less computing power than US models like ChatGPT, suggesting that software optimization made up for its cheaper hardware.
However, Haas told the Financial Times that he questions this narrative.
He stated that he does not buy into “the rumors” that “they managed this on a shoestring budget . . . I think that’s where people tend to overreact on the notion of ‘maybe everything is falling apart’.”
He pointed out that if this were the case, US AI companies would have already begun announcing cuts in their capital expenditure to take advantage of this more efficient method. So far, that has not occurred.
Haas Predicts DeepSeek Will Be Banned in the US
Haas also foresees a ban on DeepSeek in the US, clarifying that he lacks insider information on the matter and is merely drawing a logical conclusion.
He does not envision a bright future for DeepSeek, predicting that it will ultimately “get shut down”. He notes that Washington is “scrambling on how to handle this situation. Consider it . . . if you don’t allow TikTok, why would you permit this?”
Concerns regarding privacy and national security are already surfacing, with numerous security vulnerabilities identified in the iOS application.
AI-Driven Research May Cure Cancer
Haas revealed that the company plans to eventually sell its own chips instead of just licensing its architecture, asserting that AI has the potential to transform medical research.
He highlights the use of AI in DNA and RNA studies, declaring that there lies an “opportunity to cure cancer in our lifetime. It’s quite real.”
Image: ARM
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