US holds off blacklisting DeepSeek, more than 100 firms deemed security risks
Posted by giuliomagnifico 15 hours ago
Comments
Comment by em500 2 hours ago
AFAIK the Chinese AI companies barely depend on US goods and services, except for nVidia GPUs which were export restricted anyway, so it doesn't seem to be very consequential (see Z.ai). For the RAM maker CXMT it could be a lot more problematic though.
Comment by Matl 15 minutes ago
Comment by Matl 9 minutes ago
So RAM chip makers when there's a RAM shortage must be 'contrary to U.S. national security and/or foreign policy interests' i.e. the US government is trying to squeeze its citizens on RAM prices.
Nice.
Comment by tmaly 37 minutes ago
Comment by dist-epoch 19 minutes ago
those export restrictions are a joke. when they were introduced, there was a sudden spike in NVIDIA GPU exports to surrounding Asian countries. and the US government knows this
CXMT memory maker will not be banned, because US AI labs are salivating at the idea of more RAM supply, and are lobbying hard to prevent restrictions
Comment by alephnerd 4 minutes ago
[0] - https://www.reuters.com/world/us-charges-three-people-with-c...
[1] - https://www.reuters.com/legal/government/taiwan-investigates...
Comment by l5870uoo9y 48 minutes ago
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Comment by hidelooktropic 36 minutes ago
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Comment by trunnell 52 minutes ago
The Trump administration lists Anthropic as a security risk and kneecaps its best model, despite the fact that compared to the other frontier US labs Anthropic is more transparent, more safety-oriented, frequently honest to a fault, and is clearly acting with patriotic intent.
Meanwhile, the same administration is hesitating to counter certain Chinese companies' efforts of industrial-scale theft and sabotage due to a fear of angering the CCP!
This administration has it exactly backwards. 4.5 months until election day, 7 months until the next Congress is sworn in.
Comment by mcbuilder 42 minutes ago
Chinese models first of all can be hosted on your own hardware, I'd argue they are way more transparent than US companies, by well releasing stuff.
Second, the "smoking gun" of DeepSeek training off Claude isn't as bad as you may think, and the amount of tokens was deemed trivial. Did you also know that if you asked Claude's it's name in Chinese it would respond as "DeepSeek" until just a few months ago until they patched it?
Third, I find it a little hypocritical to call out Chinese for "industrial-scale" theft when anyone could create Studio Ghibli style image gen photos. How could they do that unless US companies trained on copyrighted works.
Chinese are just innovating faster at this point, DeepSeek V4 is an actual technological advancement (KV Cache compression) more than a cheap clone.
The administration does have it backwards, but IMO it's more them playing into the big tech companies plans (of course they have their favorites) instead of actually investing in education, and research like the Chinese do.
Comment by Freedom2 32 minutes ago
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Comment by WarmWash 46 minutes ago
The next step of course will be to get people using that ungodly cheap AI on Chinese servers. Which will also be defended because "I would never trust an American Lab".
Comment by mystraline 2 hours ago
You can try to pry Qwen and Deepseek from my Graphene/Linux hands.
Comment by DANmode 11 minutes ago
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Comment by boilerupnc 23 minutes ago
Disclosure: I’m an IBMer
[0] https://www.ibm.com/docs/en/ns1-connect?topic=started-manage...
Comment by heyheyhouhou 56 minutes ago
I lived in China for a bit years ago and one the biggest issues accessing western websites weren't restrictions against the site. Most of the times the culprit was using CDNs or services from Google or Cloudflare which were restricted totally or partially.
I was working on a site around that time, learned about that fixed it for the chinese user base, after that users from china went up considerably.
Comment by jmyeet 2 hours ago
As soon as DeepSeek came out I realized what was going on: China was going to make sure that no US company was going to "own" AI. It is an issue of national security. It's why the US essentially blocks US tech companies to maintain sovereignty.
I'm reminded of the browser wars of the 1990s that led to the antitrust suit against Microsoft. Microsoft used the "commoditize your complement" strategy [1] against Netscape. The US has blocked the export of not only EUV lithography but high-end chips to China. China doesn't want to be dependent on US platforms or policy.
So China is going to make sure there are open source models available and the US government is going to try and stop them to protect US tech companies.
Comment by bitmasher9 2 hours ago
The reason why some Capital Interests don’t want to ban DeepSeek is so companies that utilize AI have more options, and running your own DeepSeek cluster acts as an independent cost comparison for enterprise inference contracts.
The raising AI valuation is giving more weight to those that want to blacklist DeepSeek. The AI Safety narrative is strong. I see a path where any institution with enough compute might be watched in a similar was chem labs are observed by the DEA.
Comment by bijowo1676 1 hour ago
banning deepseek/open weight models will allow Ant/OAI jack up prices and extract more profits for themselves
keeping open weights models available will keep current industry profit distribution where majority is captured by nvidia and cloud providers
Comment by 8note 1 hour ago
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Comment by bitmasher9 46 minutes ago
Comment by heyheyhouhou 52 minutes ago
Not saying that China can be trusted either, but I think having more actors is better for all of us.
Comment by bijowo1676 2 hours ago
Comment by krunck 1 hour ago
I think that has more to do with controlling narratives that the USG doesn't like.
Comment by wbl 1 hour ago
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Comment by teravor 58 minutes ago
> It's why we can't buy BYD cars
are you sure it has nothing to do with the fact that those cars are very heavy, potentially fire-making (battery firmware) computers on wheels that can be rooted (or are already) at any time by their manufacturers in China?Comment by preommr 2 hours ago
Yea m8, I think you might've been a bit late to that realization.
Comment by epolanski 1 hour ago
Politically they believe AI belongs to humanity, which is why they are basically the only ones left publishing research in the open. That's probably part of their socialist nature.
But also a financial one. They believe that models are commodities, that you can swap one for the other and that the only thing that matters are the applications built upon them.
So they want to make sure that the world, and their own companies, are not limited in their business and application by a protected US commodity.
They will keep releasing in the open no matter what for quite some time.
It's quite impressive how the latest years I have found more and more to empathize with China than many of the western counterparts.
But it's increasingly clear that since the last decade protectionism and nationalism is taking the place of globalization, even though globalization has been a terrific success in lifting billions out of poverty and making the US thrive.
Comment by metalspot 12 minutes ago
china's advantage is manufacturing capacity. giving away the model is a loss leader for the hardware business. they have a big gap on chip manufacturing. the only way to close that is by developing more efficient software. an open ecosystem is the best way to accelerate innovation of software development. since they are behind the US on model capabilities they aren't really losing anything by making the models open weights and being open about the performance enhancements techniques. but the open weights models are not necessarily what are running on the platforms or what they have internally. deepseek released v4 on their platform about a month before the open weights release, which I would guess was done to expose it to adversarial testing, so they could fine tune the removal of capabilities from the open weights model. (but i may very well be wrong)
Comment by rapind 1 hour ago
I'm not sure that this is because China is suddenly a great place or political system so much as a reflection of many western nations speed running to autocracy in the name of manliness.
Comment by mekdoonggi 1 hour ago
Comment by cultofmetatron 55 minutes ago
just happy to have more models that I could eventually play with if hardware ever becomes cheaper.
Comment by dyauspitr 1 hour ago
Comment by CPLX 2 hours ago
Before anyone starts talking about the free market, there is no free market here whatsoever. The fact that BYD's cost structure is what it is is the direct result of Chinese industrial policy.
Unilateral surrender in a core aspect of statecraft, which involves maintaining our industrial power and skilled labor force, is absolutely insane. I hope my government never gets convinced by market fundamentalist idiots to do such a thing, any more than it already has, to our great detriment.
The Chinese don't make these kinds of idiotic mistakes, which is how they have amassed the power, wealth, and influence that they have.
Comment by metalspot 2 minutes ago
Comment by regularization 1 hour ago
Aside from countless other ways before and after this, the US government handed over tens of billions of dollars in cash to GM and Chrysler in 2008 and 2009.
Comment by CPLX 1 hour ago
Comment by drnick1 43 minutes ago
Then there is the issue that BYD cars are presumably connected to servers in China and most probably backdoored. They are too much of a security risk. I would absolutely not drive such a car, without permanently disabling the onboard cellular modem.
Comment by ceejayoz 2 hours ago
Yeah, that was the argument against Japanese car makers, too.
A shitty system needs destroying sometimes. Competition from Toyota/Honda was critical in making US auto makers up their game.
It is terrible public policy to fall decades behind making expensive shitty versions of what the rest of the world has.
Comment by 17383838 1 hour ago
Comment by Scoundreller 50 minutes ago
Comment by ceejayoz 1 hour ago
All the more reason not to save companies that can't compete in the global space. What good is a jeep that the Chinese laugh at?
Comment by CPLX 1 hour ago
Maybe start at the beginning. Where do you think power comes from in the world? I'll give you a hint. It's not the ability to construct narratives.
Comment by ceejayoz 1 hour ago
I think if you're gonna argue "preserving the auto industry is a national security issue" you have to address the fact that an auto industry that relies on protectionism to avoid being competitive with the rest of the world will probably not be very effective at national security.
Otherwise, you wind up like Russia in Ukraine - people laugh at your failed efforts.
> an integrated industrial facility capable of producing vehicles in large quantities
Large quantities of vehicles don't do much good if those vehicles are shitty compared to the opposition's. Iraq's army under Hussein was one of the largest on the planet at one time.
https://en.wikipedia.org/wiki/Battle_of_73_Easting
"The nine M1A1 tanks of Eagle Troop destroyed 28 Iraqi tanks, 16 personnel carriers and 30 trucks in 23 minutes with no American losses."
"In doing that the scout platoon encountered another Iraqi tank position of thirteen T-72s. The lightly armored Bradleys, each equipped only with a 25-mm cannon and two TOW missiles, are intended for reconnaissance, not direct engagement with armored tanks. Despite a misfire, and having to reload the launchers in the face of the enemy, the two Bradleys destroyed 5 tanks before help arrived."
Comment by CPLX 1 hour ago
Comment by ceejayoz 59 minutes ago
Of course it is!
But so does the quality of what that capacity puts out.
Again, the Russians found that out in Ukraine.
Comment by CPLX 53 minutes ago
Comment by ceejayoz 51 minutes ago
They had more of that industrial capacity you're talking about than Ukraine, more tanks, more armaments, more weaponry.
It still didn't let them win. Because the quality matters too.
> First off, they're run by a kleptocratic oligarchy…
I have some awkward news about the US in recent years.
Comment by CPLX 47 minutes ago
In an all-out existential battle Ukraine would have been wiped off the map in the first 20 minutes by nuclear weapons. This isn't an actual contest of industrial might versus industrial might.
Comment by ceejayoz 45 minutes ago
Plus overconfidence, and outdated Russian tactics and equipment.
The US would be wise not to fall in the "our army bigger" trap too.
Comment by bijowo1676 34 minutes ago
US can no longer sustain massive motorized and armored forces, because it implies heavy casualty rate.
The doctrine changed to shock&awe and lobbing standoff munitions from far away, which we all saw in Iran (and how it turned out).
US strictly protects boomers at Big Three and their regional dealerships and the entire supply chain that makes money off of financing, extended warranty, selling overpriced parts, overpriced heavy vehicles, etc
Comment by CPLX 1 hour ago
It's just that it's wrong.
We need a competent industrial policy and support for skilled labor and policies that encourage domestic production.
I'm not sure if you've noticed, but our country has become fucked, overwhelmed by financialization, scams, monopoly rents and extraction, and all of the wealth accumulating to a handful of people, while we've become less resilient and, at this point, almost certainly have lost our place as the most dominant economy and industrial power in the world.
Comment by ceejayoz 1 hour ago
Yes!
But "tariff/ban BYD" is not that.
Comment by CPLX 1 hour ago
But it's an essential first step to prevent our audio industry from just being summarily destroyed. Other steps are also needed to encourage domestic manufacturing and homegrown successes.
Also, I'm not sure why this is even controversial. Why do you think there's BMW and Hyundai plants in the American South? Tariffs are already heavily employed by us and every other industrialized country.
Comment by mindslight 1 hour ago
Comment by CPLX 1 hour ago
Google gives away their search and Gmail for free, don't you know? So it can't possibly be a monopoly.
And so on. It's just propaganda. It's bullshit. That's not the way that you determine whether firms have excess market power, and this fraud (called "the consumer welfare standard") was the deliberate choice of right-wing policymakers who were bent on dismantling antitrust policies and succeeded.
More: https://www.thebignewsletter.com/p/the-secret-plot-to-unleas...
Comment by wagwang 1 hour ago
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Comment by bijowo1676 38 minutes ago
US Big Three are simply full of incompetent boomers who want to maintain monopoly using tariffs, chicken tax, and banning of competitors that actively harm consumers.
Suddenly US government thinks that capitalism and free market is not desirable... huh
Comment by CPLX 36 minutes ago
A company that literally is collapsing as we speak because it's more profitable to be in the business of stock inflation and financialization.
A coherent industrial policy would be addressing that as well. But if we don't do something to limit imports there won't be anything to save.
Comment by ArchieScrivener 1 hour ago
Comment by stickfigure 1 hour ago
I generally agree with most of what you said but not this. China's chief advantage is having a billion people. On average, they aren't that wealthy or powerful. And their leadership makes plenty of idiotic mistakes - look at their real estate market.
Comment by CPLX 1 hour ago
Their chief advantage has been a coherent, long-running national industrial policy and trade policy that encourages industry while keeping the financial sector from taking over the economy and ripping everybody off.
We used to do that too from the late 1930's to the late 1970's, which is why we were the dominant industrial power in the world at that time as well.
Comment by theevilsharpie 1 hour ago
I think there's another world event that happened in that time span that might better explain America's world-wide industrial dominance.
Comment by CPLX 1 hour ago
Comment by ceejayoz 54 minutes ago
Europe was devastated and bankrupt. Asia was devastated and bankrupt.
The US mainland was untouched. It had a massive leg up against the competition.
Comment by CPLX 49 minutes ago
> Europe was devastated and bankrupt. Asia was devastated and bankrupt.
Well yeah. Because America's world wide industrial dominance soundly beat the shit out of everyone, due to deployment of a highly successful industrial policy.
Imagine if we needed to rapidly step up industrial output tomorrow to fight another global war and China was on the other side. How do you think it would go?
Comment by ceejayoz 48 minutes ago
That industrial dominance came largely during the war, and was made possible by the fact that they weren't being bombed while it scaled up.
There's a huge element of geopolitical luck involved in the rise of the US.
> Imagine if we needed to rapidly step up industrial output tomorrow to fight another global war and China was on the other side. How do you think it would go?
Horribly! I think they're much more prepared for such a thing.
Comment by CPLX 45 minutes ago
They don't let western businesses overwhelm their domestic industry at all. For us to let them do it to us would be unilateral disarmament and suicide.
Comment by ceejayoz 43 minutes ago
Yes! Their car industry is competing; ours is hoping to avoid it.
You now understand my point and objection to preserving domestic capacity via selling worse cars more expensively to its own citizens.
Comment by CPLX 38 minutes ago
Banning stock buybacks would be another helpful step. Can you imagine being at the helm of a major US automaker as the transition to electric is happening and thinking you have no better investment to make in your own company than literally taking the revenue you're earning and sending it to hedge funds and Wall Street?
Comment by ceejayoz 34 minutes ago
And my point is that's only the case if said capacity is effective.
Protectionism does not lead to effective industrial capacity. It leads to the Ford Pinto.
> Banning stock buybacks would be another helpful step.
I'm all for this!
Comment by CPLX 27 minutes ago
You're wrong about protectionism though. It is an essential part of industrial policy and heavily employed by every industrial powerhouse country including Japan, China, Germany, and yes the US. China uses it extensively and it's a core pillar of why they are now the center of world industry.
The long running argument to the contrary is better understood as propaganda by the financial sector.
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China will flood the west with affordable robotics and watch the West eat itself alive. They know Western capital owners are so greedy they'll screw over their entire society to chase a buck and replace labor..
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Comment by _aavaa_ 2 hours ago
Oh, won’t someone think of the poor mass copyright infringers.
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Comment by comboy 2 hours ago
But also, I made Sonnet introduce itself as made by OpenAI..
Prompt: 你好!用一句话介绍你自己。
Sonnet in around 5% of resplies:
你好!我是 **ChatGPT**,一个由 OpenAI 开发的 AI 助手,致力于回答问题、提供信息和帮助解决各种问题。有什么我可以帮你的吗?
Found it like a month ago and it kept working, I wonder if it will stop after this comment.Comment by flowerbreeze 1 hour ago
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Comment by treis 1 hour ago
Prompt: Hello! Introduce yourself in one sentence.
Response: Hello! I'm *ChatGPT*, an AI assistant developed by OpenAI, dedicated to answering questions, providing information, and helping solve various problems. How can I help you?
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(To be clear, I find the complaint hilariously hypocritical.)
Comment by cortesoft 44 minutes ago
It can mean “forbidden by laws, rules, or established moral customs”
So it can be illicit and legal.
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Comment by zerobees 2 hours ago
HN has a higher proportion of AI promoters than AI skeptics, and for a good while, the default response to complaints from book authors, bloggers, and other content creators was that "you put it on the internet so it's fair game", or "it's no different from a human learning from your works". So yeah, unless we're willing to revise these answers, I think the same "tough luck" reasoning should apply here.
For folks who are at Anthropic, OpenAI, xAI, or Google, and think it's fundamentally different, I would ask you to think long and hard about that answer.
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Comment by shimman 2 hours ago
Are we seriously going to go back to a time where numbers were considered munitions?
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Comment by verdverm 31 minutes ago
One company, multiple models, Fireworks is the fasts at making the models available (had GLM-5.2 before the other three we are evaluating)
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Comment by jtbayly 1 hour ago
ETA from the first paragraph of the article: "The U.S. has held off... to avoid escalating tensions with Beijing."
Comment by looksjjhg 59 minutes ago
Comment by antonvs 57 minutes ago
For all the current admin's insane, ridiculous, corrupt, and criminal flaws, it's not clear to me how much of this particular issue is just the US government doing what it's always done, knee-jerk react to tech it doesn't understand by passing stupid laws.
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Comment by Havoc 2 hours ago
Their website literally has chinese characters on it even in english mode and everyone under the sun including crappy money talk show hosts know them as the chinese player that undercut western players. It's not exactly a secret.
You'd think anyone with two brain cells and confidential data could apply some judgement of their own...
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Comment by Havoc 1 hour ago