DeepSeek: A Deep Dive

US-China Technology CompetitionHouse Science, Space, and Technology Subcommittee on Research and Technology · 2025-04-08 · 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 at0:14:03

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 risk0:14:590:15:25; noted Google's Gemma 3 matches 98% of R1's performance for 3% of the cost0:15:51; later pressed Thierer on state AI regulation preemption0:59:23 and Stoyanovich on the NAIRR bill1:02:31.

Ranking Member Haley Stevens (D-MI)0:18:31: Welcomed teenage constituents and framed the hearing around US-China competition0:19:14; criticized firings of scientists and cuts to NSF/NIST as undermining US AI leadership0:22:18; later questioned Allen on CSIS funding1:04:41 and Fist on the NIST AI Safety Institute1:08:28.

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 charts0:25:56; noted NASA and the Navy have banned DeepSeek on federal devices0:26:19; later pressed Thierer and Allen on DeepSeek's reported $5.6 million training cost and chip sourcing1:10:04.

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 program0:31:370:32:30; said a survey found 75% of surveyed PhD students are considering leaving the US0:34:25; later raised concerns about export control multilateralism and ASML's new China plant1:16:18.

Adam Thierer, R Street Institute0:35:17: Called DeepSeek an "AI Sputnik moment," noting Alibaba, Tencent, and Manus AI released competing models within two months0:36:42; warned nearly 1,000 pending state AI bills threaten a "confusing patchwork" and urged federal preemption0:39:471:00:21.

Gregory Allen, CSIS Wadhwani Center0:40:48: Said DeepSeek's CEO called US export controls his company's number one challenge0:42:58; 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 implementation0:44:400:45:32; later detailed DeepSeek's chip mix (10,000 H100s, 10,000 H800s, 30,000 H20s)1:11:45.

Dr. Julia Stoyanovich, NYU0:46:52: Said DeepSeek's technical transparency "meets or exceeds" that of US vendors but neither provides adequate data transparency0:48:430:49:37; warned DeepSeek stores US user data on servers in China with no clear opt-out0:50:08; recommended funding NAIRR, incentivizing transparency, and establishing a data protection regime0:52:30.

Tim Fist, Institute for Progress0:53:27: Warned AI "agents" can contain undetectable backdoors triggered once deployed0:54:49; proposed a NIST-housed technical team to track Chinese AI capabilities before breakthroughs occur0:56:43; estimated the US is about six months ahead in model capability and two years ahead in hardware2:10:16.

Rep. Suzan DelBene / unidentified member from CA (Rivas)1:37:20: Asked Stoyanovich how funding cuts and tariffs affect AI competitiveness with China1:38:20.

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 policy1:23:16.

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. Rouzer1:31:52: Asked about AI's role in improving literacy and healthcare outcomes1:32:12.

Rep. from California, Miss Rivas (Luz Rivas)1:37:20: Asked Stoyanovich how administration research cuts and tariffs affect AI competitiveness1:37:50.

Rep. from Indiana, Mr. Baird1:40:48: Asked how to balance national security restrictions with fostering AI innovation1:41:13; asked Fist and Stoyanovich about DeepSeek's technical innovations like mixture-of-experts1:44:18.

Rep. from Delaware, Sarah McBride1:46:09: Emphasized diversity in STEM as a strategic AI advantage and asked Stoyanovich about the effect of funding cuts on the international student pipeline1:49:15.

Rep. from South Carolina, Miss (Nancy) Mace1:51:33: Asked whether DeepSeek collects data beyond chat logs and where China is catching up fastest in AI1:52:181:53:18.

Rep. McClain Delaney1:56:45: Highlighted NIST's Gaithersburg, MD campus and asked Stoyanovich how NIST standards and evaluation can safeguard privacy and national security2:00:05.

Rep. from Utah, Mr. Kennedy2:02:28: Announced passage of his US Research Protection Act and asked Allen to distinguish privacy risks of the DeepSeek app versus the open model2:03:272:03:55.

Rep. from Rhode Island, Mr. Amo2:08:04: Cited China's 2,000+ undergraduate AI programs and asked how to build a competitive US AI education pipeline2:09:18.

Rep. from North Carolina, Ms. Foushee2:14:38: Cited NSF-funded AI institutes in her district threatened by federal cuts and asked why federal R&D funding at universities is essential2:16:52.

Rep. from Georgia, Mr. McCormick2:19:33: Discussed DeepSeek's low reported development cost and asked whether copying US technology means China can't truly surpass it2:20:52; asked about reliance on private industry for AI/energy infrastructure2:24:00.

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 leads0:15:51.

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 chips0:42:580:45:32.

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"1:10:341:11:22.

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 tightened1:11:451:12:09.

Stoyanovich warned DeepSeek's privacy policy stores US user prompts, device information, and IP addresses on servers in China with no public opt-out documentation0:50:08.

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 cuts0:34:25.

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 knowledge1:23:44.

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 Law2:10:162:10:32.

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 Act1:55:371:56:15.

Metadata

CommitteeHouse Science, Space, and Technology Subcommittee on Research and Technology
Chamber / CongressHouse · 119th Congress
Date2025-04-08
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