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- Nvidia's Dominance in the Age of AI: A Revolution Unfolds | FT Film
Nvidia's Dominance in the Age of AI: A Revolution Unfolds | FT Film
Discover the astounding rise of Nvidia in the era of artificial intelligence and the profound impact on the tech industry. Delve into the emergence of DeepSeek, the advancements in AI technology surpassing human capabilities, and the crucial role of computing power and data in creating smarter algorithms.
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No chapters for this video generated yet.
Video Transcript
These are amazing times because we're at the beginning of a new industrial revolution.
This is the heart of U.S. exceptionalism.
Video has the Midas touch in Silicon Valley.
Revenue growth year on year of 200% or more.
The emergence of DeepSeek now putting pressure on the U.S. tech names.
Some people have said that DeepSeek has shown that the U.S. is behind on AI and that China is creeping forward.
It turns out that you can possibly build a model which is almost as good as the very best in the business
without having access to Nvidia's best chips and made a fraction of the cost.
Artificial intelligence has become so advanced, it has now surpassed human performance on
several basic tasks.
Over the past few years, we've seen a real revolution in the artificial intelligence
industry.
A lot of companies and labs got set up to develop this technology, and they found that
it was really important to scale what they were doing, to apply more computing power,
to ingest more data, to come up with smarter algorithms to do that.
And what they found was that NVIDIA's chips were fantastically flexible and good at performing
all of the functions that they really needed to build AI.
It's basically had a second life, which has surged it to one of the most important and
valuable companies in the world, and they've become the hottest commodities in tech.
Let's talk about DeepSeek because it is mind-blowing and it is shaking this entire industry to
its core.
It turns out that you can possibly build a model which is almost as good as the very
best in the business without having access to Nvidia's best chips, which don't make
their way to China because of export controls. So DeepSeek seems to have done what it can
with what it has with quite remarkable results.
The release of DeepSeek AI from a Chinese company should be a wake up call for our industries
that we need to be laser focused on competing to win.
DeepSeek is a Chinese AI company which burst onto the scene. It was relatively unknown
before and it has these capable models which are beating a lot of the rival companies,
all matching a lot of their capabilities. What seems to have happened is that DeepSeek
has found workarounds, it's taken shortcuts, it's found new ways to train the algorithms to get them
to a similar level as OpenAI is now. We don't fully know exactly where DeepSeek's technology
came from, that's going to emerge over the coming weeks and months if at all. The sort of frightening
thing for the US competitors is that if the export controls were effective it's almost like
what's happened is that DeepSeek has found a way to make apple pie without using apples.
After DeepSeek came out with their reasoning model the US stock market clearly freaked out
and a trillion dollars was wiped off the value of the leading US tech firms in one day. The phrase
of our time seems to be the Sputnik moment. Originally when the Soviets put up the first
satellite in 1957 the Americans panicked and thought that they were getting a technological
edge over them and therefore invest it massively.
Some people have been talking about DeepSeek and the development of its reasoning model
as another Sputnik moment for America.
AI is a tool, it's entertaining, it does things for businesses, but it's also a weapon.
And it's really important to remember that when you're thinking of the response to all of this from DC.
Lots of AI companies, including OpenAI and MetaPlatforms, are questing towards this thing
called artificial general intelligence,
which is the point at which AI becomes as intelligent
as a real human being.
This is kind of the Holy Grail,
and whoever gets there first,
Video Summary & Chapters
No chapters for this video generated yet.
Video Transcript
These are amazing times because we're at the beginning of a new industrial revolution.
This is the heart of U.S. exceptionalism.
Video has the Midas touch in Silicon Valley.
Revenue growth year on year of 200% or more.
The emergence of DeepSeek now putting pressure on the U.S. tech names.
Some people have said that DeepSeek has shown that the U.S. is behind on AI and that China is creeping forward.
It turns out that you can possibly build a model which is almost as good as the very best in the business
without having access to Nvidia's best chips and made a fraction of the cost.
Artificial intelligence has become so advanced, it has now surpassed human performance on
several basic tasks.
Over the past few years, we've seen a real revolution in the artificial intelligence
industry.
A lot of companies and labs got set up to develop this technology, and they found that
it was really important to scale what they were doing, to apply more computing power,
to ingest more data, to come up with smarter algorithms to do that.
And what they found was that NVIDIA's chips were fantastically flexible and good at performing
all of the functions that they really needed to build AI.
It's basically had a second life, which has surged it to one of the most important and
valuable companies in the world, and they've become the hottest commodities in tech.
Let's talk about DeepSeek because it is mind-blowing and it is shaking this entire industry to
its core.
It turns out that you can possibly build a model which is almost as good as the very
best in the business without having access to Nvidia's best chips, which don't make
their way to China because of export controls. So DeepSeek seems to have done what it can
with what it has with quite remarkable results.
The release of DeepSeek AI from a Chinese company should be a wake up call for our industries
that we need to be laser focused on competing to win.
DeepSeek is a Chinese AI company which burst onto the scene. It was relatively unknown
before and it has these capable models which are beating a lot of the rival companies,
all matching a lot of their capabilities. What seems to have happened is that DeepSeek
has found workarounds, it's taken shortcuts, it's found new ways to train the algorithms to get them
to a similar level as OpenAI is now. We don't fully know exactly where DeepSeek's technology
came from, that's going to emerge over the coming weeks and months if at all. The sort of frightening
thing for the US competitors is that if the export controls were effective it's almost like
what's happened is that DeepSeek has found a way to make apple pie without using apples.
After DeepSeek came out with their reasoning model the US stock market clearly freaked out
and a trillion dollars was wiped off the value of the leading US tech firms in one day. The phrase
of our time seems to be the Sputnik moment. Originally when the Soviets put up the first
satellite in 1957 the Americans panicked and thought that they were getting a technological
edge over them and therefore invest it massively.
Some people have been talking about DeepSeek and the development of its reasoning model
as another Sputnik moment for America.
AI is a tool, it's entertaining, it does things for businesses, but it's also a weapon.
And it's really important to remember that when you're thinking of the response to all of this from DC.
Lots of AI companies, including OpenAI and MetaPlatforms, are questing towards this thing
called artificial general intelligence,
which is the point at which AI becomes as intelligent
as a real human being.
This is kind of the Holy Grail,
and whoever gets there first,
Video Summary & Chapters
No chapters for this video generated yet.
Video Transcript
These are amazing times because we're at the beginning of a new industrial revolution.
This is the heart of U.S. exceptionalism.
Video has the Midas touch in Silicon Valley.
Revenue growth year on year of 200% or more.
The emergence of DeepSeek now putting pressure on the U.S. tech names.
Some people have said that DeepSeek has shown that the U.S. is behind on AI and that China is creeping forward.
It turns out that you can possibly build a model which is almost as good as the very best in the business
without having access to Nvidia's best chips and made a fraction of the cost.
Artificial intelligence has become so advanced, it has now surpassed human performance on
several basic tasks.
Over the past few years, we've seen a real revolution in the artificial intelligence
industry.
A lot of companies and labs got set up to develop this technology, and they found that
it was really important to scale what they were doing, to apply more computing power,
to ingest more data, to come up with smarter algorithms to do that.
And what they found was that NVIDIA's chips were fantastically flexible and good at performing
all of the functions that they really needed to build AI.
It's basically had a second life, which has surged it to one of the most important and
valuable companies in the world, and they've become the hottest commodities in tech.
Let's talk about DeepSeek because it is mind-blowing and it is shaking this entire industry to
its core.
It turns out that you can possibly build a model which is almost as good as the very
best in the business without having access to Nvidia's best chips, which don't make
their way to China because of export controls. So DeepSeek seems to have done what it can
with what it has with quite remarkable results.
The release of DeepSeek AI from a Chinese company should be a wake up call for our industries
that we need to be laser focused on competing to win.
DeepSeek is a Chinese AI company which burst onto the scene. It was relatively unknown
before and it has these capable models which are beating a lot of the rival companies,
all matching a lot of their capabilities. What seems to have happened is that DeepSeek
has found workarounds, it's taken shortcuts, it's found new ways to train the algorithms to get them
to a similar level as OpenAI is now. We don't fully know exactly where DeepSeek's technology
came from, that's going to emerge over the coming weeks and months if at all. The sort of frightening
thing for the US competitors is that if the export controls were effective it's almost like
what's happened is that DeepSeek has found a way to make apple pie without using apples.
After DeepSeek came out with their reasoning model the US stock market clearly freaked out
and a trillion dollars was wiped off the value of the leading US tech firms in one day. The phrase
of our time seems to be the Sputnik moment. Originally when the Soviets put up the first
satellite in 1957 the Americans panicked and thought that they were getting a technological
edge over them and therefore invest it massively.
Some people have been talking about DeepSeek and the development of its reasoning model
as another Sputnik moment for America.
AI is a tool, it's entertaining, it does things for businesses, but it's also a weapon.
And it's really important to remember that when you're thinking of the response to all of this from DC.
Lots of AI companies, including OpenAI and MetaPlatforms, are questing towards this thing
called artificial general intelligence,
which is the point at which AI becomes as intelligent
as a real human being.
This is kind of the Holy Grail,
and whoever gets there first,
Video Summary & Chapters
No chapters for this video generated yet.
Video Transcript
These are amazing times because we're at the beginning of a new industrial revolution.
This is the heart of U.S. exceptionalism.
Video has the Midas touch in Silicon Valley.
Revenue growth year on year of 200% or more.
The emergence of DeepSeek now putting pressure on the U.S. tech names.
Some people have said that DeepSeek has shown that the U.S. is behind on AI and that China is creeping forward.
It turns out that you can possibly build a model which is almost as good as the very best in the business
without having access to Nvidia's best chips and made a fraction of the cost.
Artificial intelligence has become so advanced, it has now surpassed human performance on
several basic tasks.
Over the past few years, we've seen a real revolution in the artificial intelligence
industry.
A lot of companies and labs got set up to develop this technology, and they found that
it was really important to scale what they were doing, to apply more computing power,
to ingest more data, to come up with smarter algorithms to do that.
And what they found was that NVIDIA's chips were fantastically flexible and good at performing
all of the functions that they really needed to build AI.
It's basically had a second life, which has surged it to one of the most important and
valuable companies in the world, and they've become the hottest commodities in tech.
Let's talk about DeepSeek because it is mind-blowing and it is shaking this entire industry to
its core.
It turns out that you can possibly build a model which is almost as good as the very
best in the business without having access to Nvidia's best chips, which don't make
their way to China because of export controls. So DeepSeek seems to have done what it can
with what it has with quite remarkable results.
The release of DeepSeek AI from a Chinese company should be a wake up call for our industries
that we need to be laser focused on competing to win.
DeepSeek is a Chinese AI company which burst onto the scene. It was relatively unknown
before and it has these capable models which are beating a lot of the rival companies,
all matching a lot of their capabilities. What seems to have happened is that DeepSeek
has found workarounds, it's taken shortcuts, it's found new ways to train the algorithms to get them
to a similar level as OpenAI is now. We don't fully know exactly where DeepSeek's technology
came from, that's going to emerge over the coming weeks and months if at all. The sort of frightening
thing for the US competitors is that if the export controls were effective it's almost like
what's happened is that DeepSeek has found a way to make apple pie without using apples.
After DeepSeek came out with their reasoning model the US stock market clearly freaked out
and a trillion dollars was wiped off the value of the leading US tech firms in one day. The phrase
of our time seems to be the Sputnik moment. Originally when the Soviets put up the first
satellite in 1957 the Americans panicked and thought that they were getting a technological
edge over them and therefore invest it massively.
Some people have been talking about DeepSeek and the development of its reasoning model
as another Sputnik moment for America.
AI is a tool, it's entertaining, it does things for businesses, but it's also a weapon.
And it's really important to remember that when you're thinking of the response to all of this from DC.
Lots of AI companies, including OpenAI and MetaPlatforms, are questing towards this thing
called artificial general intelligence,
which is the point at which AI becomes as intelligent
as a real human being.
This is kind of the Holy Grail,
and whoever gets there first,
Video Summary & Chapters
No chapters for this video generated yet.
Video Transcript
These are amazing times because we're at the beginning of a new industrial revolution.
This is the heart of U.S. exceptionalism.
Video has the Midas touch in Silicon Valley.
Revenue growth year on year of 200% or more.
The emergence of DeepSeek now putting pressure on the U.S. tech names.
Some people have said that DeepSeek has shown that the U.S. is behind on AI and that China is creeping forward.
It turns out that you can possibly build a model which is almost as good as the very best in the business
without having access to Nvidia's best chips and made a fraction of the cost.
Artificial intelligence has become so advanced, it has now surpassed human performance on
several basic tasks.
Over the past few years, we've seen a real revolution in the artificial intelligence
industry.
A lot of companies and labs got set up to develop this technology, and they found that
it was really important to scale what they were doing, to apply more computing power,
to ingest more data, to come up with smarter algorithms to do that.
And what they found was that NVIDIA's chips were fantastically flexible and good at performing
all of the functions that they really needed to build AI.
It's basically had a second life, which has surged it to one of the most important and
valuable companies in the world, and they've become the hottest commodities in tech.
Let's talk about DeepSeek because it is mind-blowing and it is shaking this entire industry to
its core.
It turns out that you can possibly build a model which is almost as good as the very
best in the business without having access to Nvidia's best chips, which don't make
their way to China because of export controls. So DeepSeek seems to have done what it can
with what it has with quite remarkable results.
The release of DeepSeek AI from a Chinese company should be a wake up call for our industries
that we need to be laser focused on competing to win.
DeepSeek is a Chinese AI company which burst onto the scene. It was relatively unknown
before and it has these capable models which are beating a lot of the rival companies,
all matching a lot of their capabilities. What seems to have happened is that DeepSeek
has found workarounds, it's taken shortcuts, it's found new ways to train the algorithms to get them
to a similar level as OpenAI is now. We don't fully know exactly where DeepSeek's technology
came from, that's going to emerge over the coming weeks and months if at all. The sort of frightening
thing for the US competitors is that if the export controls were effective it's almost like
what's happened is that DeepSeek has found a way to make apple pie without using apples.
After DeepSeek came out with their reasoning model the US stock market clearly freaked out
and a trillion dollars was wiped off the value of the leading US tech firms in one day. The phrase
of our time seems to be the Sputnik moment. Originally when the Soviets put up the first
satellite in 1957 the Americans panicked and thought that they were getting a technological
edge over them and therefore invest it massively.
Some people have been talking about DeepSeek and the development of its reasoning model
as another Sputnik moment for America.
AI is a tool, it's entertaining, it does things for businesses, but it's also a weapon.
And it's really important to remember that when you're thinking of the response to all of this from DC.
Lots of AI companies, including OpenAI and MetaPlatforms, are questing towards this thing
called artificial general intelligence,
which is the point at which AI becomes as intelligent
as a real human being.
This is kind of the Holy Grail,
and whoever gets there first,
