The new China AI App Deepseek shocked the technical industry, and the speed of the market and the speed of the market and the rally of artificial intelligence (AI) was amazing.
Risk capitalist Marc Andreessen may be the best. He was posted on X on Sunday, referring to the satellite that opened the space match, “Deepseek-R1 is the outbreak of AI.”
DeepSeek is the most free apps downloaded in the American app store on the weekend. By Monday, the new AI chat robot triggered a large number of major scientific and technological stocks for sale. These stocks were free to fall, because they were worried about the leadership of the United States in this field.
For example When the US market closed on Monday, it fell 17 %Essence In other words, even with the significance of Starker, its market value has lost nearly $ 60 billion. According to Bloomberg, this is the biggest decline in the history of the US stock market.
This extraordinary, historic monster can largely attribute to things as simple as costs. Deepseek’s proposition caused serious problems in Silicon Valley.
Although the ChatGPT -Maker Openai has been bleeding, it cost $ 5 billion last year, but DeepSeek developers said it has built this latest model for $ 5.6 million.
This is just a small part of the AI giants such as Openai, Google and Anthropic relying on their own models.
With the dramatic moment in this field, when I contacted those who were usually happy to speak, many corners of Silicon Valley had obvious silence. Many observers, investors and analysts seemed shocked.
Some people want to know if this marks the opportunity to buy. Others questioned the information provided by Deepseek.
Senior analyst Gene Munster said to me on Monday, “I still think that the facts are on the surface.” He asked Deepseek’s financial situation and wanted to know whether the start -up company was in Subsidies, or whether the number is correct.
He said that the chat robot was “surprising that it was difficult to believe.”
In any case, the sudden arrival of DeepSeek is the “elasticity” of China and the “black eyes” of its own words.
After all, just last week, OPENAI’s Sam Altman and Larry Ellison of Oracle attended the press conference with President Donald Trump, which was indeed a press release.
The activity represents the peak of the United States on AI.
They announced Stargate, a joint venture that promised to invest in AI infrastructure as much as $ 50 billion: data centers in Texas and other regions, as well as 100,000 new jobs promised.
The United States seems to believe that although China has its dominance in rare metal and engineering talents, its large data center and control over the highest chips have led it to its leading advantage in AI.
although Some of the high -level managers’ high -profile warnings Who said that the country’s advantages should not be considered for granted.
The United States may still continue to direct the industry, but there is a feeling that Deepseek shocked some shock.
Trump may have been cold for Ultraman, Erisen and others after the sudden emergence of in recent days. He called the American technology industry called “awakening calls” at this moment, and said that the method of finding a cheaper AI was eventually “good”.
It is worth noting that it was not just technology stocks that beaten Monday. This is the same for energy inventory. The arrival of DeepSeek’s arrival at the scene has subverted many of the many assumptions we need to develop AI for a long time.
Maybe nuclear Renaissance- Including the three -mile island energy factory that fired again – unnecessary. After all, it may not require too much capital, calculation and power.
At present, the future of semiconductor giants like NVIDIA is unclear.
DeepSeek said its model was developed using existing technologies and open source software, and anyone can use and share it for free.
but Cable report Over the years, the hedge fund high -aircraft of Deepseek founder Liang Wenfung has been storing chips (called GPU or graphic processing unit.
The company said its model deployed the H800 chip made by NVIDIA. The US policy limits the chips selling and selling to China, and may get the second place under the leadership of the new Trump administration.
Openai’s Sam Altman is very quiet on Monday X. But it was very late that day, and he wrote that Deepseek was “impressive … especially what they could deliver at the price.”
“Obviously, we will provide better models, and legal people can have a new competitor!” He wrote.
Real artificial satellites really ushered in the era of space. There, the United States was caught off guard. How does its technology industry respond to this obvious surprise of Chinese companies? It may add serious fuel to AI competitions.
