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Çinli e-ticaret devi Alibaba Group Holding, çarşamba günü Qwen yapay zekâ (AI) modelinin yükseltilmiş bir versiyonunu piyasaya sürdüğünü duyurdu. Alibaba tarafından yapılan açıklamada Çin'in en popüler yapay zekâ girişiminin aralık ayında piyasaya sürdüğü büyük dil modeli (LLM) DeepSeek -V3'ün belirli kıyaslama testlerinde "kapsamlı bir şekilde daha iyi performans gösterdiği" belirtildi. Alibaba'ya göre bu model; mantıksal akıl yürütme, kod yazma ve metin oluşturma yeteneklerinde mevcut büyük dil modellerine kıyasla önemli ölçüde geliştirildi.
Çinli e ticaret devi Alibaba, DeepSeek’e meydan okudu.(AA)
DEEPSEEK YEREL RAKİPLERİ HAREKETE GEÇİRDİ
Alibaba'nın ücretsiz yapay zekâ modeli Qwen 2.5-Max'in Çinlilerin izinli olduğu Ay Yeni Yılı'nın ilk gününe denk gelen alışılmadık bir zamanda piyasaya sürülmesi, Çinli yapay zeka girişimi DeepSeek'in son üç haftadaki hızlı yükselişinin yalnızca yurt dışındaki rakiplerine değil aynı zamanda yerel rakiplerine de baskı yaptığını akıllara getiriyor.
Çinli yapay zekâ girişimi DeepSeek'in pazartesi günü piyasaları sarsması ve şirketin yapay zekasının daha uygun maliyetli olduğunu ve önde gelen ABD modellerinden daha iyi performans gösterdiğini iddia etmesinin ardından ABD ve Avrupa'da teknoloji odaklı bir satış dalgasına yol açmasının ardından geldi.
DeepSeek'in yapay zeka asistanının 10 Ocak'ta ve R1 modelinin 20 Ocak'ta piyasaya sürülmesi, Silikon Vadisi'ni şok etti. (AA)
DeepSeek-V3 modeliyle desteklenen DeepSeek'in yapay zeka asistanının 10 Ocak'ta ve R1 modelinin 20 Ocak'ta piyasaya sürülmesi, Silikon Vadisi 'ni şok ederek teknoloji hisselerinde düşüşe neden oldu. Çinli girişimin iddia edilen düşük geliştirme ve kullanım maliyetleri, yatırımcıların ABD'deki önde gelen yapay zeka şirketlerinin büyük harcama planlarını sorgulamasına yol açtı.
REKABET KIZIŞIYOR
Qwen2.5-Max, 20 trilyondan fazla token ile eğitilmiş ve SFT ile RLHF teknikleri kullanılarak optimize edilmiş bir Mixture-of-Experts (MoE) modeli olarak geliştirildi. Alibaba'nın paylaştığı verilere göre bu model MMLU-Pro, LiveCodeBench, LiveBench ve Arena-Hard gibi farklı benchmark testlerinde öne çıkıyor. Özellikle Arena-Hard, LiveBench, LiveCodeBench ve GPQA-Diamond testlerinde DeepSeek-V3'ten daha iyi performans sergiliyor. Bu durum, Qwen2.5-Max'in sektörde rekabeti kızıştıran bir unsur olacağını gösteriyor.
YAPAY ZEKA SAVAŞLARI SADECE ABD VE ÇİN ARASINDA DEĞİL
Alibaba, Qwen2.5-Max'i hem Qwen Chat platformunda hem de Alibaba Cloud API'si aracılığıyla erişime sundu. API'yi kullanmak isteyen geliştiriciler, Alibaba Cloud hesabı oluşturup Model Studio hizmetini etkinleştirerek API anahtarı alabiliyor. Modelin OpenAI API'leriyle uyumlu olması, geliştiriciler için büyük bir avantaj sağlıyor ve entegrasyonu kolaylaştırıyor.
Alibaba, ʺQwen 2.5-Max, GPT-4o, DeepSeek-V3 ve Llama-3.1-405B'nin hemen hemen hepsinden daha iyi performans gösteriyorʺ. (EPA)
Alibaba'nın Qwen2.5-Max modelini duyurması, DeepSeek 'in yapay zeka alanındaki büyük ilerleyişine doğrudan bir yanıt olarak görülüyor. DeepSeek-V3 modeli ile büyük ilgi gören şirketin karşısına Alibaba'nın güçlü bir rakip olarak çıkması, bu yarışın sadece ABD ve Çin arasında olmadığını da gösteriyor.
DeepSeek'in kısa sürede kaydettiği başarı, yerli rakiplerinin kendi yapay zeka modellerini geliştirme yarışına girmesine de yol açtı. Alibaba'nın bulut birimi, resmi WeChat hesabından yaptığı duyuruda, OpenAI ve Meta'nın en gelişmiş açık kaynaklı yapay zeka modellerine atıfta bulunarak "Qwen 2.5-Max, GPT-4o, DeepSeek-V3 ve Llama-3.1-405B'nin hemen hemen hepsinden daha iyi performans gösteriyor" ifadelerini kullandı.
YÜZDE 97'YE VARAN FİYAT İNDİRİMİNE GİTTİ
DeepSeek 'in V3 modelinin selefi olan DeepSeek-V2, Mayıs 2024'te piyasaya sürüldüğünde Çin'de yapay zekâ modellerinde fiyat savaşlarını tetikledi. DeepSeek-V2'nin açık kaynaklı ve benzeri görülmemiş derecede ucuz olması, yapay zekâ modeli tarafından işlenen veri birimi başına yalnızca 1 yuan (0,14 $) olması, Alibaba'nın bulut biriminin bir dizi modelde %97'ye varan fiyat indirimleri duyurmasına yol açtı.
Diğer Çinli teknoloji şirketleri de bu yolu izledi. Mart 2023'te Çin'in ChatGPT 'benzeri'ni piyasaya süren Baidu (9888.HK) ve ülkenin en değerli internet şirketi Tencent (0700.HK) de bu gelişmeye dahil oldu.
GİZEMLİ WENFENG FİYAT SAVAŞLARINI ÖNEMSEMİYOR
DeepSeek'in gizemli kurucusu Liang Wenfeng, temmuz ayında yerel medya kuruluşuyla yaptığı röportajında fiyat savaşlarını umursamadıklarını ve asıl hedeflerinin AGI (yapay genel zeka) olduğunu belirtti. AGI, insan benzeri zekaya ve kendi kendine öğretme yeteneğine sahip yazılımlar oluşturmaya çalışan bir teorik yapay zeka araştırma alanı. Amaç yazılımın üzerinde mutlaka eğitilmediği veya geliştirilmediği görevleri yerine getirebilmesidir.
Liang Wenfeng, fiyat savaşlarını umursamadıklarını ve asıl hedeflerinin yapay genel zeka olduğunu belirtiyor. (AFP)
OpenAI , AGI'yi ekonomik açıdan değerli görevlerin çoğunda insanları aşan otonom sistemler olarak tanımlıyor.
"TEKNOLOJİ DEVLERİNİN DE SINIRLARI VAR"
Alibaba gibi büyük Çinli teknoloji şirketlerinin yüz binlerce çalışanı varken DeepSeek daha çok bir araştırma laboratuvarı gibi çalışıyor ve ekibinde çoğunlukla Çin'in en iyi üniversitelerinden mezun gençler ve doktora öğrencileri bulunuyor. Liang, temmuz ayında yaptığı açıklamada, Çin'in en büyük teknoloji şirketlerinin yüksek maliyetleri ve yukarıdan aşağıya yönetim yapıları nedeniyle yapay zeka endüstrisinin geleceğine uygun olmayabileceğini düşündüğünü söyledi: "Büyük temel modeller sürekli inovasyon gerektiriyor; teknoloji devlerinin yeteneklerinin de sınırları var.''
SADECE DEEPSEEK'İ DEĞİL OPENAI'DA GERİDE KALIYOR
E-ticaret devi, Qwen 2.5-Max'ın OpenAI 'nin GPT-4 ve Meta'nın (META) Llama-3.1-405B'sini de geride bırakabileceğini söylüyor.
Alibaba'nın hisse senedi fiyatı, yazının yazıldığı sırada %1,2 artmış ve hisse senedi altı ayda %25 yükselmişti. Yatırımcılar, teknoloji devleri arasındaki rekabet kızışırken yapay zeka hakimiyeti arayışının nasıl sonuçlanacağını öngöremiyor.
TRUMP ABD'Lİ ŞİRKETLERİN HAKİMİYETİ SÜRDÜRECEĞİNİ BELİRTİYOR
DeepSeek 'in güncellemesinin ardından ABD Başkanı Donald Trump, bu atılımın Amerikan teknoloji şirketleri için "uyanma çağrısı" olduğunu ve ABD'nin "rekabet etmeye lazer gibi odaklanması" gerektiğini söyledi. Ayrıca ABD teknoloji şirketlerinin AI sektöründe hakimiyetini sürdüreceğine olan güvenini dile getirdi.
ABD Başkanı Donald Trump şimdiye kadar seçim kampanyası sırasında söz verdiği Çin ithalatına %60 gümrük vergisi koymadı. Bunun yerine yönetimi bir değerlendirme başlattı ve bulguların 1 Nisan'a kadar açıklanması bekleniyor.