InícioNewsDeepSeek and Alibaba: China and the US in the AI Race

DeepSeek and Alibaba: China and the US in the AI Race

DeepSeek AI has proven it can challenge industry giants like OpenAI, Anthropic, and Google with the launch of the DeepSeek R1 and v3 models, which combine high performance with costs well below market standards. The move triggered a chain reaction, with Alibaba launching a model based on DeepSeek just days later and debates intensifying about U.S. sanctions on chip exports to China. According to Fabrício Carraro, an AI expert and Program Manager at Alura, this shift in the landscape could redefine the future of AI development:

“The DeepSeek R1 surprises with its balance between quality and cost. While models like OpenAI o1 deliver excellent performance, DeepSeek achieved comparable results with a much smaller budget and even released the model as open-source, allowing any company or developer to test, retrain, and deploy the technology as needed.”, explains Alura’s Program Manager.

Additionally, Carraro highlights how China’s dependence on foreign chips remains a challenge but that massive investments by companies like Meta ($65 billion in 2025 alone) and the U.S. Stargate project ($500 billion in AI infrastructure) could escalate this geopolitical and technological rivalry.

Amid this landscape, what can we expect for the future of generative AI? How does DeepSeek’s progress impact businesses, developers, and the very business models of industry giants?

To explore these questions, I suggest a conversation with Fabrício Carraro, who closely follows these trends and can offer strategic insights on the impact of DeepSeek AIDeepSeek, the open-source model wars, and the next steps for OpenAI, Anthropic, and Google in this race for AI supremacy.

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