DeepSeek's Open-Source Shock: Maj Gen Mallick's paper flags AI race pivot & urgency for sovereign models.
Maj Gen P K Mallick, VSM (Retd)—an electronics engineer and former Senior Directing Staff at India’s National Defence College—delivers a timely, lucid, and deeply researched analysis in “Disrupting the AI Order,” explaining how DeepSeek’s open innovation, lean engineering, and MoE-driven efficiency reset the U.S.–China tech race while offering pragmatic takeaways for policymakers, industry, and the military. Key lessons: focus on software-centric efficiency over brute-force compute; treat open-source as a strategic lever for diffusion and standards; invest in sovereign compute, data pipelines, and talent; and operationalize AI via human‑machine teaming rather than model worship. The paper demystifies export controls, noting first‑round U.S. chip rules constrained performance and interconnect to block A100/H100, prompting Nvidia’s H800/H20 variants and driving Chinese efficiency gains without stopping progress; later updates tightened thresholds and cloud routes, but controls buy time rather than deliver knockout blows, making enforcement and ecosystem investment decisive. India’s response—hosting DeepSeek locally, scaling GPUs, and building BharatGen—emerges as a credible, confidence‑building path to AI sovereignty and safety by design. Read the complete paper at Disrupting the AI Order