中国のAIや半導体の現状って、どの辺盛っててどこがガチなのか？冷静に分析します。

A team that was paying $500 a month for American AI switched to China's DeepSeek and can now do almost the same work for $50 a month—one-tenth the cost. So, how much of the commonly heard story that "Chinese AI has become self-sufficient without NVIDIA" is true? In conclusion, the AI's capabilities themselves are genuine. However, when you look closely at the part about "doing everything domestically," there's a huge gradation. Whether it's the most demanding pre-training, post-training, or just inference—looking at each stage reveals the reality. In this video, to calmly analyze the story of Chinese AI's independence, we'll explain in detail three pillars: The content behind the headline "Successful training without NVIDIA" The real capability revealed by price disruption The true intentions as told by the market and stock prices We'll also discuss SMIC, Huawei, and the regulatory movements in Taiwan. Please subscribe and like! #ChinaAI #DeepSeek #NVIDIA #Semiconductors #USChinaConflict