Deepseek, a Chinese startup Ai, became the speech of the proverbial city of AI when he released his model R1 on Friday. The functionality and accuracy of R1 compared to its US counterparties, despite using less resources and less calculation power, seems to be a victory for the overall artificial intelligence industry. But it is not necessarily good news for everyone.
The Nvidia semiconductor giant is found in the contrary winds of the recent result of Deepseek. The chip giant saw its collapse of 16.9% from the end of the public markets on Friday until the end of the public markets on Monday, according to Yahoo Finance data. Nvidia has lost almost $ 600 billion from its market capitalization. Nvidia actions closed at $ 142.62 by action on Friday afternoon. Monday closed at $ 118.58.
It is assumed that the reason why the release of the deepseek model would have an impact on the NVIDIA stock is that R1 provides a clear example that artificial intelligence models do not necessarily require expensive chips or hardware to build an impressive model, the Which is not exactly great news for a chipmaker like Nvidia.
“Deepseek is an excellent progress of artificial intelligence and a perfect example of resizing the trial time,” said a spokesman for Nvidia at Techcrunch via E -mail. “Deepseek’s work illustrates how the new models can be created using the technique, exploiting largely available models and calculates that is completely compliant with export control. The inference requires a significant number of NVIDIA GPUs and high -performance networks. Now we have three laws on downsizing: pre-training and post-information, which continue and the new reduction of the test time. “
The timing of all this is interesting because this comes a week after the former president Joe Biden has signed an executive order that has made further restrictions exported by chips to the advanced production of the United States in certain countries, with almost nanket restrictions on sending chips to countries such as China, where it is based deepseek.
At the time, Nvidia said that the executive order was “unprecedented and missed” and that “derail” innovation and economic growth all over the world.
Since then President Donald Trump has reversed the executive order of Biden and has signed a different executive order to create the Stargate project, a program of infrastructures that will invest up to $ 500 billion in the data centers.
The release of Deepseek shows that if the United States wants the domain on the global market of artificial intelligence, it may be necessary to pay attention to more than simple chips and artificial intelligence hardware.
