cover of episode Chinese AI, Automotive Tech Poised to Sweep Across Global South

Chinese AI, Automotive Tech Poised to Sweep Across Global South

2025/2/25
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The China in Africa Podcast
AI Deep Dive AI Chapters Transcript
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E
Eric Olander
专注于分析中国在全球南方的技术创新和影响的媒体人物和分析师。
J
John Lee
Topics
Eric Olander: 我观察到，DeepSeek 的出现最初引发了美国投资者的担忧，导致科技股市值下跌，但随后市场恢复，焦点转向 DeepSeek 对全球其他地区的影响。DeepSeek 推动了中国主要科技公司的股价上涨。阿里巴巴在全球南方扩张云服务，缩短了电商商品的交付时间。BYD 获得了全球最大的电网规模电池储能项目合同，这表明中国对电池储能的需求巨大。中国三大汽车公司将 DeepSeek AI 集成到电动汽车中，展现了 AI 和汽车领域的融合趋势。 中国汽车品牌（如比亚迪、五菱、长城汽车）正在东南亚市场迅速扩张，对当地汽车制造商构成竞争压力。未来几年，发展中国家的主要汽车品牌可能会以中国品牌为主导。中国企业在东南亚汽车产业链中扮演着越来越重要的角色，不仅提供整车，也提供关键零部件和技术。比亚迪等中国汽车制造商在电动汽车领域领先，对其他国家构成巨大竞争压力。 John Lee: DeepSeek 开源且对硬件要求低，这使其在发展中国家具有应用潜力，因为这些国家可能缺乏运行大型语言模型所需的计算能力。DeepSeek 以及其他开源语言模型的出现，代表了 AI 能力民主化的趋势，为资源较少的组织和国家提供了更多可能性。DeepSeek 可以通过云服务提供商（如阿里巴巴）提供的云数据中心运行完整模型，也可以在个人电脑等边缘设备上运行精简模型。在中国以外的服务器上运行 DeepSeek 可以避免中国审查制度的限制，并且正在进行项目开发 DeepSeek 的不受审查限制的版本。发展中国家不太可能使用在中国托管的 DeepSeek 版本，而更倾向于在本地服务器或云数据中心运行。 关于 DeepSeek 数据隐私的担忧存在，尤其是在汽车领域，因为数据传输目的地和用途并不总是透明的。在本地服务器上运行 DeepSeek 比直接从中国服务器访问 DeepSeek 风险更低，但数据隐私问题仍然存在，许多国家采取零风险方法。发展中国家利用 DeepSeek 等技术的能力取决于其现有资源和基础设施。DeepSeek 在发展中国家的应用之一是改善政府服务，例如医疗服务，弥补基础设施和能力不足。DeepSeek 的风险包括政治层面的担忧（例如中国政府对信息的控制）和技术层面的担忧（例如误导性答案和信息传播）。发展中国家在监管和技术能力方面相对较弱，这加剧了这些风险。中国汽车制造商在东南亚市场竞争力强，尤其是在电动汽车和智能驾驶方面，这使得当地汽车制造商难以竞争。中国企业在东南亚汽车产业链中扮演着越来越重要的角色，不仅提供整车，也提供关键零部件和技术。中国汽车制造商已经彻底改变了汽车行业，在电动汽车和智能驾驶技术方面占据领先地位。

Deep Dive

Chapters
The launch of DeepSeek on January 20th caused a significant market reaction, initially leading to a trillion-dollar drop in US tech stocks. However, the situation stabilized as investors understood the technology better, shifting focus to DeepSeek's global implications. Alibaba's expansion in cloud services and the accelerated e-commerce delivery times in Southeast Asia are highlighted as examples of related developments.
  • DeepSeek's launch caused a trillion-dollar drop in US tech stocks.
  • Stock market recovery after initial panic.
  • Alibaba's cloud expansion in Thailand and Mexico.
  • Faster e-commerce delivery times in Southeast Asia.

Shownotes Transcript

When the Chinese hedge fund High-Flyer launched DeepSeek on January 20th, the global AI market for large language model (LLM) systems was turned upside down. Investors dumped nearly a trillion dollars of tech stocks in the U.S., panicked by the prospect that a cheaper, more nimbler alternative would undermine the massive investments that companies like Microsoft, Google, and Apple were making in AI.

A month later, those stocks have all largely recovered. Now, as investors have had time to use DeepSeek and better understand what it can do, there's less concern that it'll displace U.S. tech giants. The focus now is on its impact on the rest of the world.

Asia Society Switzerland Fellow John Lee, a veteran Chinese technology analyst, joins Eric to explain why Chinese AI initiatives like DeepSeek along with new innovations in automotive tech are poised to take off in lower-income developing countries.

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