{"id":127171,"date":"2025-02-06T12:21:33","date_gmt":"2025-02-06T11:21:33","guid":{"rendered":"https:\/\/hold.hu\/holdblog\/?p=127171"},"modified":"2025-02-06T12:21:41","modified_gmt":"2025-02-06T11:21:41","slug":"szemle-klubradio-enekes-deepseek","status":"publish","type":"post","link":"https:\/\/hold.hu\/holdblog\/szemle-klubradio-enekes-deepseek\/","title":{"rendered":"A DeepSeek a p\u00e9lda, hogy sz\u0171k\u00f6sebb er\u0151forr\u00e1sokkal hat\u00e9konyabb az innov\u00e1ci\u00f3"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Nagyot esett m\u00falt h\u00e9t \u00f3ta az amerikai techszektor egy jelent\u0151s r\u00e9sze a DeepSeek megjelen\u00e9s\u00e9nek h\u00edr\u00e9re, a k\u00ednai AI-modell ugyanis \u00fagy t\u0171nik, hat\u00e9konyabb, mint az amerikai algoritmusok. Az\u00f3ta a piac n\u00e9mileg korrig\u00e1l, b\u00e1r az AI-l\u00e1z gy\u00fajt\u00f3pontja, az Nvidia m\u00e9g most is 20 sz\u00e1zal\u00e9kkal van lejjebb, mint a h\u00edrek el\u0151tt. A t\u00e9m\u00e1ban a Klubr\u00e1di\u00f3 k\u00e9rdezte \u00c9nekes Tam\u00e1st, a HOLD Alapkezel\u0151 priv\u00e1tbank\u00e1r\u00e1t.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A teljes ad\u00e1st <a href=\"https:\/\/www.klubradio.hu\/archivum\/esti-gyors-2025-januar-28-kedd-1815-46812\">itt hallgathatod meg<\/a>, 10:30-t\u0151l, a HOLDBLOG-on a teljes interj\u00fat k\u00f6z\u00f6lj\u00fck:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Klubr\u00e1di\u00f3: K\u00edn\u00e1ban valami olyat fejlesztettek, amit eddig sehol: hat\u00e9konyabb, olcs\u00f3bb algoritmussal jelentkeztek, mint az amerikai modellek, ami komoly ijedelmet v\u00e1ltott ki a szektorban.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00c9nekes Tam\u00e1s:<\/strong> Hogy a DeepSeeket el tudjuk helyezni, el\u0151sz\u00f6r \u00e9rdemes \u00e1tvenni, hogyan \u00e9rdemes gondolkodni a mesters\u00e9ges intelligenci\u00e1r\u00f3l. Az AI-\u00e9rt\u00e9kl\u00e1ncnak n\u00e9gy szintje van:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A chipek szintje \u2013 ez a hardver, amelyen futnak a szoftverek.<\/li>\n\n\n\n<li>A szoftver szintje \u2013 az algoritmusok.<\/li>\n\n\n\n<li>Az infrastrukt\u00fara \u2013 az adatk\u00f6zpontok.<\/li>\n\n\n\n<li>Maga az alkalmaz\u00e1s, amelyet haszn\u00e1lunk.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/hold.hu\/holdblog\/wp-content\/uploads\/2025\/02\/EnekesTamas-02.jpg\" rel=\"lightbox[127171]\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"523\" src=\"https:\/\/hold.hu\/holdblog\/wp-content\/uploads\/2025\/02\/EnekesTamas-02.jpg\" alt=\"\" class=\"wp-image-127193\" srcset=\"https:\/\/hold.hu\/holdblog\/wp-content\/uploads\/2025\/02\/EnekesTamas-02.jpg 1000w, https:\/\/hold.hu\/holdblog\/wp-content\/uploads\/2025\/02\/EnekesTamas-02-300x157.jpg 300w, https:\/\/hold.hu\/holdblog\/wp-content\/uploads\/2025\/02\/EnekesTamas-02-768x402.jpg 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A k\u00ednaiak a m\u00e1sodik szinten, az algoritmusok szintj\u00e9n j\u00f6ttek ki egy hat\u00e9kony innov\u00e1ci\u00f3val, amely kevesebb energi\u00e1t \u00e9s sz\u00e1m\u00edt\u00e1si kapacit\u00e1st ig\u00e9nyel, mint az eddigi modellek. Ez\u00e9rt a piac azt kezdte hirtelen \u00e1razni, hogy kevesebb chipre lehet sz\u00fcks\u00e9g, mint amit az eddigi modellek eset\u00e9ben becs\u00fcltek. Ennek k\u00f6vetkezt\u00e9ben a chipgy\u00e1rt\u00f3 Nvidia \u00e1rfolyama zuhanni kezdett.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Klubr\u00e1di\u00f3: A k\u00ednaiakn\u00e1l a sz\u00fcks\u00e9g sz\u00fclte a fejleszt\u00e9st? Ha j\u00f3l tudom, \u0151k nem kaphatj\u00e1k meg a legmodernebb technol\u00f3gi\u00e1t.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00c9.T.:<\/strong> Ez \u00edgy van, nem import\u00e1lhatj\u00e1k a legfejlettebb chipeket. De az\u00e9rt ezeket a tilt\u00e1sokat ki lehet j\u00e1tszani: p\u00e9ld\u00e1ul az Egyes\u00fclt \u00c1llamok ut\u00e1n Szingap\u00far veszi a legt\u00f6bb Nvidia-chipet \u2013 t\u00f6bbet, mint amennyire sz\u00fcks\u00e9g\u00fck lenne \u2013, ezek egy r\u00e9sze val\u00f3sz\u00edn\u0171leg K\u00edn\u00e1ban k\u00f6t ki. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-holdblog wp-block-embed-holdblog\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"Jr3JBnPQUD\"><a href=\"https:\/\/hold.hu\/holdblog\/ai-mesterseges-intelligencia-hatarok\/\">Az AI-f\u00e1k sem n\u0151nek az \u00e9gig<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;Az AI-f\u00e1k sem n\u0151nek az \u00e9gig&#8221; &#8212; HOLDBLOG\" src=\"https:\/\/hold.hu\/holdblog\/ai-mesterseges-intelligencia-hatarok\/embed\/#?secret=F7wji2SQAr#?secret=Jr3JBnPQUD\" data-secret=\"Jr3JBnPQUD\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Az azonban t\u00e9ny, hogy j\u00f3val kevesebb chipen tudj\u00e1k tan\u00edtani a saj\u00e1t modelljeiket, ez\u00e9rt okosabb megold\u00e1sokat kell kital\u00e1lniuk, hogy kevesebb er\u0151forr\u00e1sb\u00f3l is jobb eredm\u00e9nyeket \u00e9rjenek el.<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Klubr\u00e1di\u00f3: K\u00edn\u00e1ra 20 \u00e9ve m\u00e9g \u00fagy gondoltunk, hogy m\u00e1solnak \u00e9s technol\u00f3gi\u00e1t lopnak. Tal\u00e1n az eur\u00f3pai aut\u00f3ipar d\u00f6bbent r\u00e1 el\u0151sz\u00f6r, hogy m\u00e1r nem m\u00e1solnak, hanem dikt\u00e1lnak. Akkor ezent\u00fal a mesters\u00e9ges intelligencia ter\u00e9n is dikt\u00e1lni fognak?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00c9.T.:<\/strong> Szerintem v\u00e1rjunk az ilyen kijelent\u00e9sekkel, a legjobb AI-kutat\u00f3k az\u00e9rt m\u00e9g mindig az USA-ban dolgoznak. Amit ki lehet mondani, az az, hogy ha korl\u00e1tok k\u00f6z\u00e9 szor\u00edtjuk az embereket, akkor hajlamosabbak az innov\u00e1ci\u00f3ra. Az amerikaiak a chipb\u0151s\u00e9gben nem voltak r\u00e1k\u00e9nyszer\u00edtve a hat\u00e9konys\u00e1gra, ez\u00e9rt m\u00e1s ter\u00fcleteken innov\u00e1ltak. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Ugyanakkor K\u00edna ny\u00edlt forr\u00e1sk\u00f3d\u00fav\u00e1 tette a DeepSeeket, \u00edgy az amerikaiak megismerhetik az innov\u00e1ci\u00f3kat \u00e9s be\u00e9p\u00edthetik a saj\u00e1t modelljeikbe.<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Klubr\u00e1di\u00f3: Donald Trump \u00e9pp p\u00e1r nappal a DeepSeep megjelen\u00e9se el\u0151tt jelentette be, hogy<a href=\"https:\/\/edition.cnn.com\/2025\/01\/21\/tech\/openai-oracle-softbank-trump-ai-investment\/index.html\"> 500 milli\u00e1rd doll\u00e1rral akarj\u00e1k megt\u00e1mogatni<\/a> az amerikai AI-infrastrukt\u00far\u00e1t.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00c9.T.:<\/strong> M\u00e1r kar\u00e1csony el\u0151tt is volt egy hasonl\u00f3 h\u00faz\u00e1suk, <a href=\"https:\/\/hold.hu\/holdblog\/kinai-innovacio-miatt-fajhat-az-openai-feje\/\">a k\u00ednaiak komoly innov\u00e1ci\u00f3val jelentkeztek<\/a>. Szeretik megmutatni a vil\u00e1gnak, hogy ilyenkor is dolgoznak, \u00e9s most is pont Trump beiktat\u00e1sa ut\u00e1n tett\u00e9k k\u00f6zz\u00e9 a DeepSeeket. Am\u00fagy nem egy\u00e9rtelm\u0171, hogy merre halad az \u00e1gazat, ha a k\u00ednai modell t\u00e9nyleg jobban haszn\u00e1lhat\u00f3. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Az optimist\u00e1k \u00fagy fogj\u00e1k fel, hogy a hat\u00e9konys\u00e1ggal m\u00e9g olcs\u00f3bb lesz a technol\u00f3gia, \u00edgy vil\u00e1gszerte m\u00e9g t\u00f6bben fogj\u00e1k haszn\u00e1lni. A pesszimist\u00e1k szerint viszont jelent\u0151sen vissza fogja vetni a glob\u00e1lis chipig\u00e9nyt.<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-holdblog wp-block-embed-holdblog\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"f534zuw3Lf\"><a href=\"https:\/\/hold.hu\/holdblog\/kinai-innovacio-miatt-fajhat-az-openai-feje\/\">K\u00ednai innov\u00e1ci\u00f3 miatt f\u00e1jhat az OpenAI feje<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;K\u00ednai innov\u00e1ci\u00f3 miatt f\u00e1jhat az OpenAI feje&#8221; &#8212; HOLDBLOG\" src=\"https:\/\/hold.hu\/holdblog\/kinai-innovacio-miatt-fajhat-az-openai-feje\/embed\/#?secret=pETx2w2w34#?secret=f534zuw3Lf\" data-secret=\"f534zuw3Lf\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><br><strong>Klubr\u00e1di\u00f3:<\/strong> Az elad\u00e1si hull\u00e1mban az energetikai c\u00e9gek jegyz\u00e9se is esett. Van \u00f6sszef\u00fcgg\u00e9s? Az\u00e9rt esett az \u00e1gazat, mert a j\u00f6v\u0151ben kevesebb energia kell az infrastrukt\u00far\u00e1nak?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00c9.T.:<\/strong> M\u00e9g azt sem lehet pontosan megbecs\u00fclni, hogy mennyi chipre lesz sz\u00fcks\u00e9g, nemhogy azt, mennyi energi\u00e1ra. Az, hogy a j\u00f6v\u0151ben honnan szerzi az AI-szektor az energi\u00e1t, \u00e9s azt hol \u00e1ll\u00edtj\u00e1k el\u0151, m\u00e1r a nagyon spekulat\u00edv tartom\u00e1ny.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Lehet ilyen h\u00edrek alapj\u00e1n gondolkodni \u00e9s j\u00e1tszadozni, de mi az\u00e9rt nem ilyen pletyk\u00e1kra alapozva fektetj\u00fck be az \u00fcgyfelek p\u00e9nz\u00e9t.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00c9nekes Tam\u00e1s, a HOLD priv\u00e1tbank\u00e1r\u00e1nak \u00edr\u00e1sait itt b\u00f6ng\u00e9szheted a <a href=\"https:\/\/hold.hu\/holdblog\/author\/enekes-tamas\/\">HOLDBLOG-on<\/a>.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n<div class=\"panel  margit\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>JOGI NYILATKOZAT<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>A dokumentumban foglaltak nem min\u0151s\u00fclnek befektet\u00e9si aj\u00e1nlatnak, aj\u00e1nlatt\u00e9teli felh\u00edv\u00e1snak, befektet\u00e9si tan\u00e1csad\u00e1snak vagy ad\u00f3tan\u00e1csad\u00e1snak, befektet\u00e9si elemz\u00e9snek, az abban foglaltak alapj\u00e1n a HOLD Alapkezel\u0151 Zrt.-vel szemben ig\u00e9ny nem \u00e9rv\u00e9nyes\u00edthet\u0151, azok\u00e9rt a HOLD Alapkezel\u0151 Zrt. felel\u0151ss\u00e9get nem v\u00e1llal.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n<p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Nagyot esett m\u00falt h\u00e9t \u00f3ta az amerikai techszektor egy jelent\u0151s r\u00e9sze a DeepSeek megjelen\u00e9s\u00e9nek h\u00edr\u00e9re, a k\u00ednai AI-modell ugyanis \u00fagy t\u0171nik, hat\u00e9konyabb, mint az amerikai&#8230;<\/p>\n","protected":false},"author":69,"featured_media":127191,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3772,4095,3774],"tags":[2630,5070,2915,63,2573],"class_list":["post-127171","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-befektetesek","category-szemle","category-tech","tag-ai","tag-deepseek","tag-mesterseges-intelligencia","tag-portfolioblogger","tag-reszveny-arfolyamok"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - 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