딥시크 V4의 돌풍과 월드 모델 경쟁

This is today's edition of The Download , our weekday newsletter that provides a daily dose of what's going on in the world of technology. Three reasons why DeepSeek’s new model matters On Friday, Chinese AI firm DeepSeek released a preview of V4, its long-awaited new flagship model. Notably, the model can process much longer prompts than its last generation, thanks to a new design that handles large amounts of text more efficiently. While the model remains open source, its performance matches leading closed-source rivals from Anthropic, OpenAI, and Google. It is also DeepSeek’s first release optimized Huawei’s Ascend chips—a key test of China’s dependence on Nvidia. Here are three ways V4 could shake up AI . —Caiwei Chen The rise of world models AI systems have already gained impressive mastery over the digital world, but the physical world remains humanity’s domain. As it turns out, building an AI that composes novels or code apps is far easier than developing one to fold laundry or navigate city streets. To bridge this gap, many researchers believe you need something called a world model. Proponents like Stanford professor Fei-Fei Li and AMI Labs founder Yann LeCun argue these models can overcome the well-known limitations of LLMs—and realize AI’s promise for robotics. Find out why they’ve brought world models to the forefront of the field . —Grace Huckins World models are on our list of the 10 Things That Matter in AI Right Now , our essential guide to what’s really worth your attention in the field. Subscribers can watch an exclusive roundtable unveiling the technologies and trends on the list, with analysis from MIT Technology Review’s AI reporter Grace Huckins and executive editors Amy Nordrum and Niall Firth. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 China has blocked Meta’s $2 billion acquisition of AI startup Manus Regulators cited national security grounds. ( WSJ $) + Beijing called the deal a “conspiratorial” attempt to hollow out its tech base. ( FT $) + The country is tightening its grip on AI firms that try to leave. ( TechCrunch ) + The decision escalates China’s AI rivalry with the US. ( Bloomberg $) + But there will be no winners in their competition. ( MIT Technology Review ) 2 Google is investing up to $40 billion in Anthropic In a deal valuing the AI firm at $350 billion. ( CNBC ) + The funding will support the firm's growing computing needs. ( TechCrunch ) + Anthropic and OpenAI are fighting for compute capacity. ( Axios ) 3 President Trump just fired the entire National Science Board The NSF has played a crucial role in developing technology. ( The Verge ) + The move heightens fears over political interference in US science. ( Nature ) 4 Conspiracy theories about the Washington shooting are proliferating online Over 300,000 posts appeared on X using the keyword “staged.” ( NYT $) + The theories are also swirling on Bluesky and Instagram. ( Wired ) 5 The AI compute crunch is starting to hit the broader economy. It’s affecting jobs, gadgets, and electricity prices. ( 404 Media ) + The AI compute explosion is the tech story of our time. ( MIT Technology Review ) 6 Elon Musk says a new banking tool brings X close to a “super app” He’s pledged to launch the tool this month. ( Bloomberg ) 7 AI optimism is surging across Asia while US sentiment cools The divide could shape where adoption happens fastest. ( Rest of World ) 8 Apple is tying its new CEO’s ascent to its first foldable iPhone It wants to build the buzz around John Ternus. ( Gizmodo ) 9 Twelve firms are developing the Golden Dome’s space-based interceptors They’ve won contracts worth up to $3.2 billion. ( Ars Technica ) 10 NASA has shared promising results from Artemis II The spacecraft and rocket fared well. ( Engadget ) Quote of the day “Getting out the truth and establishing facts and reliable information takes time. But our audiences really don’t have that kind of patience.” —Amanda Crawford, associate professor at the University of Connecticut, tells the NYT why conspiracy theories are gaining traction online. One More Thing Welcome to Kenya’s Great Carbon Valley: a bold new gamble to fight climate change Kenya’s Great Rift Valley is home to five geothermal power stations, which harness clouds of steam to generate about a quarter of the country’s electricity. But some of the energy escapes into the atmosphere, while even more remains underground for lack of demand. That’s what brought Octavia Carbon here. Last year, the startup began harnessing some of that excess energy to remove CO2 from the air. The company says the method is efficient, affordable, and—crucially—scalable. But the project also faces fierce opposition. Read the full story on the future of Kenya’s "Great Carbon Valley." —Diana Kruzman We can still have nice things A place for comfort, fun and distraction to brighten up your day. (Got any ideas? Drop me a line .) + Fred Again’s Tiny Desk Concert is a masterclass in intimate performance. + Here’s a delightful look at how we’re all linked through geography and shared heritage. + Take a short, peaceful break to watch Tokyo’s cherry blossoms from a bird’s eye view. + There’s something oddly satisfying about watching an industrial shredder turn everyday items into confetti. Deep Dive The Download The Download: 10 things that matter in AI, plus Anthropic’s plan to sue the Pentagon Plus: The US DoD has been secretly testing OpenAI models for years By Thomas Macaulay archive page The Download: Quantum computing for health, and why the world doesn’t recycle more nuclear waste This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. A $5 million prize awaits proof that quantum computers can solve health care problems In a laboratory on the outskirts of Oxford, a quantum computer built from atoms and light awaits… By Thomas Macaulay archive page The Download: introducing the 10 Things That Matter in AI Right Now Plus: An unauthorized group has reportedly accessed Anthropic’s Mythos. By Thomas Macaulay archive page The Download: protesting AI, and what’s floating in space Plus: The US government wanted to use Anthropic's AI to analyze bulk data collected from Americans By Rhiannon Williams archive page Stay connected Illustration by Rose Wong Get the latest updates from MIT Technology Review Discover special offers, top stories, upcoming events, and more. Enter your email Privacy Policy Thank you for submitting your email! Explore more newsletters It looks like something went wrong. We’re having trouble saving your preferences. Try refreshing this page and updating them one more time. If you continue to get this message, reach out to us at customer-service@technologyreview.com with a list of newsletters you’d like to receive.