Gate News message, April 24 — A debate has erupted in the United States over DeepSeek V4’s technological capabilities and compliance. Chris McGuire, a senior fellow at the Council on Foreign Relations (CFR) and former White House National Security Council and Department of Defense official, published analysis arguing that V4 has not shifted the U.S.-China AI competitive landscape. According to McGuire, DeepSeek’s own V4 report acknowledges that its reasoning capabilities lag frontier models by approximately 3 to 6 months, benchmarking against GPT-5.2 and Gemini 3.0 Pro released six months prior.
McGuire raised concerns that while the V4 report discloses inference-stage adaptation to NVIDIA GPUs and Huawei Ascend NPUs, it does not publicly specify the GPU models or training costs used during development. He questioned whether this silence suggests the use of export-controlled NVIDIA Blackwell chips, noting that V3 previously claimed to use 2,000 H800 GPUs at a cost of $5.57 million. DeepSeek has denied using Blackwell, stating that the model was trained on NVIDIA H800 and Huawei Ascend 910C processors.
Replit CEO Amjad Masad countered McGuire’s analysis, arguing that Chinese scientists are publicly sharing genuine AI breakthroughs while American policymakers and lobbyists amplify “China distillation” concerns. Masad highlighted architectural innovations disclosed in DeepSeek’s official statements, including token-level attention compression (DeepSeek Sparse Attention) and significant efficiency improvements for long-context computation. He noted that V4-Pro demonstrates substantially lower per-token inference compute and KV cache requirements at 1M context lengths compared to V3.2, emphasizing that these architectural advances are unrelated to training data distillation and that all researchers, including American laboratories, can benefit from open-source developments.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
OpenAI Engineer Clive Chan Challenges V4 Hardware Recommendations, Citing Errors and Vagueness vs. V3
Gate News message, April 24 — OpenAI engineer Clive Chan has raised detailed objections to the hardware recommendations chapter in the V4 technical report, calling it "surprisingly mediocre and error-prone" compared to the acclaimed V3 version. V3's hardware guidance, which included Q&A sessions
GateNews17m ago
Naver Launches AI Tab Beta as Google Gemini Enters South Korea Search Market
Gate News message, April 24 — Naver announced the start of a closed beta for AI Tab, its new conversational search feature, following Google's launch of Gemini in Chrome in South Korea.
AI Tab will appear alongside Naver's existing search tabs, offering users a dedicated space for conversational
GateNews29m ago
India AI Engineering Hiring Surges 59.5%, Expands Beyond Tech Hubs
LinkedIn's AI Labor Market Report 2026, released on April 24, found that AI engineering hiring in India rose 59.5% year on year, marking the fastest pace among the markets studied by the platform.
The growth was driven by demand spreading beyond established tech centers. Cities including
CryptoFrontier49m ago
Commonwealth Bank Cuts 120 Jobs Amid AI Expansion
Commonwealth Bank of Australia announced it will cut approximately 120 jobs as the nation's largest bank reviews roles and expands its use of artificial intelligence, according to Bloomberg. The cuts include 43 roles at Bankwest in Western Australia, with six positions affected by automation. This a
CryptoFrontier58m ago
Cursor reveals the reason for XAI training: the compute power is stuck, and SpaceX has separately secured acquisition options worth $60,000,000,000
Anysphere announced that Cursor will work with xAI to train a new model using Colossus infrastructure to overcome compute bottlenecks; SpaceX has proposed a $60 billion acquisition option (fully acquirable within 2026), and if not, it would pay about $10 billion as collaboration compensation. The two transactions are happening at the same time, reshaping who can train Cursor and who can buy Cursor. Cursor still allows many model backends, but in the long run it depends on whether SpaceX exercises its acquisition option.
ChainNewsAbmedia1h ago
Anthropic’s secondary-market valuation breaks $1 trillion: Forge Global overtakes OpenAI’s $880 billion
According to a report by Decrypt, Forge Global’s Anthropic secondary valuation is about $1 trillion, while OpenAI is about $880 billion, with the first leading reversal appearing in the secondary market. Anthropic’s ARR grew from about $9 billion at the end of 2025 to about $30 billion in March 2026—an increase of 233% over three months—boosting private-market valuations. Secondary valuations differ from primary fundraising, reflecting confidence in exits; going forward, expectations remain on four tracks: technology, policy, business, and narrative.
ChainNewsAbmedia1h ago
