The popularity of high -performance and inexpensive Chinese artificial intelligence (AI) models shakes the trust of investors and raises more questions about the future of American AI, and the technical technical of Washington with Beijing. We are raising competition shares.
Deepseek's new AI model is swollen by the Internet, and investors are afraid that US companies will not need billions of dollars invested in AI infrastructure, which causes significant sales in high -tex cector. I am.
Steve Sosnic, a chief strategist of interactive broker, says, “It overturns how to develop and implement AI.”
Last week, after launching the latest AI model R1, Deepseek increased to the top of Apple's App Store on weekends. The application was the No.1 Free app at the store on Monday, but Chatgpt-Maker Openai was sitting at No.2 spots.
Deepseek R1 Open Sauce Inspired The model is “PAR Performance” Openai, which is considered to be one of the major American AI inference models.
Wall Street Journal first reported that the company was established in May 2023 that it had spent only $ 5.6 million to train the latest models.
Price tags are inferior to leading US AI companies such as Openai, Meta, and Google. In recent years, they have all spent billions of dollars on the development of AI infrastructure and large language models.
The considerable part of the cost of AI developers in the United States depends on infrastructure, such as data centers and chips used to drive the AI training process.
Currently, Deepseek has confused the market and indicates how AI can be developed in just a part of the price, but does not depend on the huge datasets, chips, or infrastructure that are considered to be the holy grail of AI development. It is said.
“As of yesterday, if you look at the AI market, the best model is basically from the person who has the deepest and largest datasets and those who have the largest power processing ability behind it. That said, Kenneth Ramont, a senior researcher of a financial service company.
“If you were the biggest player, it was assumed that there was a natural monopoly that they saw this large -scale concentration in these companies as clear winners in this field. I was, “said Ramont. China has found a method that does not rely on chips. “
NVIDIA, a major chip producer behind the AI boom, has fallen nearly 17 % and reduces the value of nearly $ 600 billion by approaching the market on Monday. Broadcom, a semiconductor company, has also immersed 17.4 %.
The Taiwanese semiconductor manufacturing company (TSMC) shares set 13.3 % in a day, but ARM decreased by 10.2 % and ASML holding fell 5.8 %.
A high -tech company that invested a lot in AI also hit the sale on Monday. Oracle's shares are one of the three companies leading the new Trump administration project to invest in AI infrastructure, falling 13.8 %.
Microsoft also fell 2.1 %, but Google's parent company Alphabet has decreased by 4.2 %.
Callie COX, the chief market strategist of Ritholtz Wealth Management, pointed out that Monday market reactions are partly due to the fact that the industry is ripe.
“Technology was so good that the bars for outstanding were very high, and it means that any skeptical headlines can knock out the sector from the axis,” Cox told Hill.
In a confused story, Ramont warned that US AI companies would face an increase in pressure to justify their high spending.
“Regardless of whether they make better products, they put a big pressure on them to justify their fees -I am convinced that they are trying to do it anyway- Also, to reduce their fees almost to be able to compete with this, “Ramont said.
Openai offers a model Different price range, It includes a free version, “Plus” and “Professional” plans, and costs $ 20 to $ 200 a month, respectively. Google's GEMINI AI model With a Google account, it can cost $ 0 a month, but the premium plan costs $ 20 per month.
The rapid increase in China -based apps will come almost a week after President Trump took office. On the second day, the president announced up to $ 500 billion in the next four years to build the necessary infrastructure to supply AI power.
Openai is the first investor in venture, along with Oracle and SoftBank.
However, DeepSeek's development may indicate that AI does not need this level of hardware investment.
“Suddenly, there is this emerging company that threatens to do it cheaper and more efficiently than we thought,” he said.
Deepseek According to what is conveyed Last year, access to chips was restricted, and model V3 and R1 were trained using NVIDIA chips on the 2,000 floors.
Some AI business leaders are questioning the company's claim.
Scale ALEXANDR WANG of AI CEO on Monday I insisted on DeepSeek There is a graphic processing unit (GPU) of about 50,000 H100, which can be used for AI development, but cannot be discussed for chip export control in the United States.
When asked about DeepSeek, NVIDIA spokeswoman told Hill that Chinese companies were “perfect AI progress and test time scaling.”
“DeepSeek's research shows how to create a new model using the method, indicates that it is completely compliant with export control using a wide range of models.” Said Spokesman. “Progress requires a large number of NVIDIA GPUs and high -performance networking. Currently there are three scaling methods. Before training and after training, it is a new test time scaling.”
The hill reached out to deep -safe in search of further comments.
Until the last day, the Biden administration has tried to actively reduce China's chip making and AI progress through some semiconductor chips and equipment exports.
When asked about DeepSeek's Surge Monday, Trump White House emphasized President Trump's commitment to lead AI, and set up a recent progress in China under the previous administration's feet.
“By suppressing innovation at home and being unable to block out the access to American technology in China, President Biden has created an opportunity for foreign enemies to benefit from AI development,” he said. The White House Office stated in a statement.
Trump abolished last week's AI President AI President's Order, saying that it has established unnecessarily burdensome requirements to AI developers.
He later I signed a new order The AI development was certain that there was no biased ideology, and we asked for an AI development behavior plan within 180 days.
“Deepseek R1 shows that AI races are very competitive and President Trump is right. (Not clearly.) I'm confident in the United States, but I We can't be satisfied, “said White House AI and Crypto Czar's Davidsacks in X.
The rise of DeepSeek occurs when the Trump administration has a Tactoku future in the ban on the government.
After a short closure earlier this month, Tactoku will face the prohibition in concerns about national security, whether it will enforce a law to enforce the deadline of the parent company based in China by January 19th. I have returned to online from Trump, which does not enforce the law.
The Chinese government tried to keep a distance from the business decision of the bait dance, but some observers are still wondering how close these two are.
“In China, the distance between the nation and the private world is much more ambiguous than other places,” Lamont said.
David Bderder, the director of the Data Science Research Institute of New Jersey Institute of Technology, states:
“We are in this incredible competition between the United States and China,” he said. I think this is just the beginning of the future. “
