Deepseek, a Chinese artificial intelligence company, is sending shock waves through Wall Street with its new AI application, which some experts argue the Openai rivals chatpt.
The company has won generalized attention not only for its technological abilities but also for its remarkably low development costs, estimated at $ 6 million by Wedbush Securities Dan Iives.
This figure contrasts with the projected investment of $ 1 billion in AI for American technological giants such as Openai and Google in the coming years, according to Goldman Sachs.
The launch of the Deepseek AI model has led to an important sale of AI -related actions. On Monday, Nvidia, an important advanced AI supplier, saw that their actions fell by 17%, while the Dutch chip manufacturer Asml fell 7.6%.
The decrease extended to other semiconductor companies, including Broadcom, which fell 18%. Energy -related actions also received success amid fears that Deepseek's energy efficiency technology could reduce energy intensive computer infrastructure demand. Ge Vernova collapsed 23%, and Visra fell 30%.
The widest market reflected the concern of investors, with the heavy Nasdaq index in technology that decreased 3.5% in the afternoon trade. Despite this, it was not the worst day for the index in recent years, since the most pronounced fall occurred in March 2020 during the start of the Covid-19 pandemic.
Deepseek was founded in July 2023 by Liang Wenfeng, a graduate from the University of Zhejiang and a coverage fund manager with $ 8 billion in assets.
According to the MIT Technology review, Liang focused previously on using AI for investment strategies and had acquired a storage of A100 NVIDIA chips before the export restrictions of the United States came into force.
Also read: Tech War: China takes reprisals, launches an investigation into the US chips manufacturer. Uu. Nvidia
The company's last AI model was launched on January 20, use a new “inference time” computer science approach. Giuseppe Sette, president of reflexivity, explained: “They activate only the most relevant parts of their model for each consultation, and that saves money and calculation power.”
The model has exceeded expectations, becoming the best download in Apple's application store during the weekend, although some users faced registration problems due to “large -scale malicious attacks”, as indicated in the site Deepseek website.
Despite their technological advances, some analysts are still skeptical about Depseek's potential impact on US companies. “Not US Global 2000 will use a Deepseek China startup to launch its AI and use cases infrastructure,” Iives said.
The implications of Deepseek's advances are causing a reevaluation of the AI sector. “This shows that with the surprises will continue to arrive in the coming years,” said Sette.
However, Angelo Zino de Cffra Research said that the profitable and efficient approach of Depseek's energy has generated concerns among US technology investors about the sustainability of the high expense of Silicon Valley in AI.
However, some experts believe that market reaction is exaggerated. “To accommodate the great demand for consumption of this technology of AI will still require large amounts of infrastructure,” said Adam Crisafulli from Vitalknowledge.
In a statement to CBS News, Nvidia acknowledged Depseek's contribution to the field of AI, describing it as “an excellent advance of AI” while emphasizing that large -scale applications still depend largely on the NVIDIA and High performance networks.
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