DeepSeek: A Deep Dive

US-China Technology CompetitionHouse Science, Space, and Technology Subcommittee on Research and Technology · April 8, 2025 · 119th Congress
The House Science, Space, and Technology Subcommittee on Research and Technology held its first hearing of the 119th Congress to examine the Chinese AI firm DeepSeek's R1 and V3 models, their implications for US national security and technological leadership, and the broader US-China competition in artificial intelligence. Begins at ▶ 0:14:03
Transcript
Highlights

Title

DeepSeek's rise and the US-China race in AI leadership

Purpose

The House Science, Space, and Technology Subcommittee on Research and Technology held its first hearing of the 119th Congress to examine the Chinese AI firm DeepSeek's R1 and V3 models, their implications for US national security and technological leadership, and the broader US-China competition in artificial intelligence. Four witnesses testified on export controls, open-source AI, data governance, and federal research investment, while members debated funding cuts, AI regulation, and immigration policy's effect on the AI talent pipeline. Begins at▶ 0:14:03

Who spoke

• Chairman Jay Obernolte (R-CA)▶ 0:14:03: Opened by calling DeepSeek "a concerning milestone" as the first non-American reasoning AI model and a CCP data risk▶ 0:14:59▶ 0:15:25; noted Google's Gemma 3 matches 98% of R1's performance for 3% of the cost▶ 0:15:51; later pressed Thierer on state AI regulation preemption▶ 0:59:23 and Stoyanovich on the NAIRR bill▶ 1:02:31.

• Ranking Member Haley Stevens (D-MI)▶ 0:18:31: Welcomed teenage constituents and framed the hearing around US-China competition▶ 0:19:14; criticized firings of scientists and cuts to NSF/NIST as undermining US AI leadership▶ 0:22:18; later questioned Allen on CSIS funding▶ 1:04:41 and Fist on the NIST AI Safety Institute▶ 1:08:28.

• Full Committee Chairman Brian Babin (R-TX)▶ 0:25:03: Said DeepSeek's R1 was released the day of President Trump's inauguration and topped US app store charts▶ 0:25:56; noted NASA and the Navy have banned DeepSeek on federal devices▶ 0:26:19; later pressed Thierer and Allen on DeepSeek's reported $5.6 million training cost and chip sourcing▶ 1:10:04.

• Full Committee Ranking Member Zoe Lofgren (D-CA)▶ 0:30:07: Said NSF was on track to spend about $750 million on AI research and cited the $500 million NSF AI Institutes program▶ 0:31:37▶ 0:32:30; said a survey found 75% of surveyed PhD students are considering leaving the US▶ 0:34:25; later raised concerns about export control multilateralism and ASML's new China plant▶ 1:16:18.

• Adam Thierer, R Street Institute▶ 0:35:17: Called DeepSeek an "AI Sputnik moment," noting Alibaba, Tencent, and Manus AI released competing models within two months▶ 0:36:42; warned nearly 1,000 pending state AI bills threaten a "confusing patchwork" and urged federal preemption▶ 0:39:47▶ 1:00:21.

• Gregory Allen, CSIS Wadhwani Center▶ 0:40:48: Said DeepSeek's CEO called US export controls his company's number one challenge▶ 0:42:58; described Nvidia's Colossus cluster (200,000 H100 chips) and said China's High Bandwidth Memory chip stockpiling exploited a six-month gap between the controls' announcement and implementation▶ 0:44:40▶ 0:45:32; later detailed DeepSeek's chip mix (10,000 H100s, 10,000 H800s, 30,000 H20s)▶ 1:11:45.

• Dr. Julia Stoyanovich, NYU▶ 0:46:52: Said DeepSeek's technical transparency "meets or exceeds" that of US vendors but neither provides adequate data transparency▶ 0:48:43▶ 0:49:37; warned DeepSeek stores US user data on servers in China with no clear opt-out▶ 0:50:08; recommended funding NAIRR, incentivizing transparency, and establishing a data protection regime▶ 0:52:30.

• Tim Fist, Institute for Progress▶ 0:53:27: Warned AI "agents" can contain undetectable backdoors triggered once deployed▶ 0:54:49; proposed a NIST-housed technical team to track Chinese AI capabilities before breakthroughs occur▶ 0:56:43; estimated the US is about six months ahead in model capability and two years ahead in hardware▶ 2:10:16.

• Rep. Suzan DelBene / unidentified member from CA (Rivas)▶ 1:37:20: Asked Stoyanovich how funding cuts and tariffs affect AI competitiveness with China▶ 1:38:20.

• Rep. Rob Wittman / unidentified member (Isa)▶ 1:20:58: Asked whether encouraging Chinese STEM students to stay in the US, rather than return home, should be policy▶ 1:23:16.

• Rep. Jay Obernolte colleague from committee (Subramaniam)▶ 1:26:55: Asked the panel whether China has passed the US in the "AI cold war"▶ 1:27:20.

• Rep. from North Carolina, Mr. Rouzer▶ 1:31:52: Asked about AI's role in improving literacy and healthcare outcomes▶ 1:32:12.

• Rep. from California, Miss Rivas (Luz Rivas)▶ 1:37:20: Asked Stoyanovich how administration research cuts and tariffs affect AI competitiveness▶ 1:37:50.

• Rep. from Indiana, Mr. Baird▶ 1:40:48: Asked how to balance national security restrictions with fostering AI innovation▶ 1:41:13; asked Fist and Stoyanovich about DeepSeek's technical innovations like mixture-of-experts▶ 1:44:18.

• Rep. from Delaware, Sarah McBride▶ 1:46:09: Emphasized diversity in STEM as a strategic AI advantage and asked Stoyanovich about the effect of funding cuts on the international student pipeline▶ 1:49:15.

• Rep. from South Carolina, Miss (Nancy) Mace▶ 1:51:33: Asked whether DeepSeek collects data beyond chat logs and where China is catching up fastest in AI▶ 1:52:18▶ 1:53:18.

• Rep. McClain Delaney▶ 1:56:45: Highlighted NIST's Gaithersburg, MD campus and asked Stoyanovich how NIST standards and evaluation can safeguard privacy and national security▶ 2:00:05.

• Rep. from Utah, Mr. Kennedy▶ 2:02:28: Announced passage of his US Research Protection Act and asked Allen to distinguish privacy risks of the DeepSeek app versus the open model▶ 2:03:27▶ 2:03:55.

• Rep. from Rhode Island, Mr. Amo▶ 2:08:04: Cited China's 2,000+ undergraduate AI programs and asked how to build a competitive US AI education pipeline▶ 2:09:18.

• Rep. from North Carolina, Ms. Foushee▶ 2:14:38: Cited NSF-funded AI institutes in her district threatened by federal cuts and asked why federal R&D funding at universities is essential▶ 2:16:52.

• Rep. from Georgia, Mr. McCormick▶ 2:19:33: Discussed DeepSeek's low reported development cost and asked whether copying US technology means China can't truly surpass it▶ 2:20:52; asked about reliance on private industry for AI/energy infrastructure▶ 2:24:00.

Key moments

• Chairman Obernolte cited Google's Gemma 3 achieving 98% of DeepSeek R1's performance for just 3% of the cost, arguing American ingenuity still leads▶ 0:15:51.

• Allen said DeepSeek's CEO identified US export controls, not talent or funding, as his company's number one challenge, and that a six-month gap before HBM chip controls took effect let Huawei stockpile chips▶ 0:42:58▶ 0:45:32.

• Babin and Thierer/Allen debated DeepSeek's claimed $5.6 million training cost; Allen said that figure likely reflects only the final successful run and estimated true costs in the "hundreds of millions or billions"▶ 1:10:34▶ 1:11:22.

• Allen detailed DeepSeek's chip inventory — 10,000 H100s, 10,000 H800s, and 30,000 H20s — noting only the H100 was always illegal to export, while the H800 was sold legally for about a year before controls tightened▶ 1:11:45▶ 1:12:09.

• Stoyanovich warned DeepSeek's privacy policy stores US user prompts, device information, and IP addresses on servers in China with no public opt-out documentation▶ 0:50:08.

• Fist testified that AI "agent" models can contain backdoors triggered only after deployment in a target network, and that such backdoors are "currently impossible to detect"▶ 0:55:14.

• Lofgren cited a survey finding 75% of surveyed PhD students are considering leaving the US amid research funding cuts▶ 0:34:25.

• Rep. Issa and Thierer discussed whether US policy should actively encourage Chinese STEM students to remain in the US after graduation rather than return home with acquired knowledge▶ 1:23:44.

• Fist estimated the US is roughly six months ahead in AI model capability and about two years ahead in hardware, warning that a shrinking gap could erode compounding advantages under trends like Moore's Law▶ 2:10:16▶ 2:10:32.

• Allen noted DeepSeek's technical staff were entirely educated and employed within China, calling this "downstream" of China's own post-Sputnik-style education investments, and urged a modern US equivalent to the 1958 National Defense Education Act▶ 1:55:37▶ 1:56:15.

Metadata

CommitteeHouse Science, Space, and Technology Subcommittee on Research and Technology
Chamber / CongressHouse · 119th Congress
DateApril 8, 2025
TypeMeeting
Witnesses
Dr. Julia Stoyanovich — Institute Associate Professor of Computer Science & Engineering, Associate Professor of Data Science, Director, Tandon School of Engineering, Center for Data Science, Center for Responsible AI, New York University
Mr. Tim Fist — Director of Emerging Technology Policy, Institute for Progress
Mr. Adam Thierer — Resident Senior Fellow, Technology and Innovation, R Street Institute
Mr. Gregory Allen — Director, Wadhwani Center for AI & Advanced Technology, Center for Strategic and International Studies
Videoyoutube
Transcript300 caption blocks · 22,396 words · 2:25:53 runtime
EventCongress.gov 118111