A Chinese Artificial Intelligence Company, a Chinese Artificial Intelligence, is attracting the attention of America – and sending a shock wave through Wall Street – due to its new technology, some experts say that Openai's chat rivals say rivals say .
Dipsek is also catching investors with guards due to low growth cost for its AI app, which was judged by Wesbash Securities Analyst Dan Evece for only $ 6 million. Comparatively, Openai, Google and other major American companies are on track to invest a total of $ 1 trillion in AI in the coming years, According To Goldman Sachs.
On Monday, Dipsec's rollouts rolled shares of AI Stallwarts such as Nvidia, high-ups and high-ups of advanced chips for AI development, and shares of Dutch company ASML, another chipmaker shares. Experts said that the technology of the Chinese company is questioning whether the demand for NVidia's chips can take a hit, as well as investors are overwalling technical shares, which from Meta to Microsoft from AI's promise Are blown.
Gusep Sete, president of AI Market Research firm Reflexicity, Chairman of AI Market Research firm Reflexicity in an email, said, “Deepsek has taken the market from the storm by doing more with less.” “It shows that surprise with AI will continue to come in the next few years.”
The latest app of Deepsek came a few days after the announcement by Mr. Trump. New $ 500 billion venture Chatgpt manufacturer Openai, SoftBank and Oracle, with dubbed Stargate, which they said as ensuring “future of technology” in the US
AI-related stocks took a hit on Monday morning, in which Nvidia shares tumbled 14.5% as ET at 11 am, while ASML shed 6.7%. The Tech-Havi Nasdaq index recorded a decline of 2.9% in early trading, while the S&P 500 declined by 1.7%.
Despite a sharp decline on the Nasdaq, it is the worst day to the index during the last five years. The worst one day decline since January 27, 2020 came on 16 March, 2020, when the index took a dip of more than 12% as the Kovid -19 epidemic killed the economy.
What is Deepsek?
Deepsek is a private Chinese company, founded in July 2023, one of the top universities in China, by Liang Wenfeng, a Ghejiang University graduate, who funded the startup through his hedge funds, According To review MIT technology. Liang has about 8 billion dollars in assets, with Ewes written in the 27 January research note.
Liang, who had previously focused on implementing AI to invest, bought “Stockpile of Nvidia A100 Chips”, a type of technique that is now banned from export to China. MIT Prakashan said that they became the basis of chips deepsek.
Is Deepsek available in America?
The company's AI app is available in Apple's app store, as well as online WebsiteThe service is free and was the top download on Apple's store on Monday morning, although some people were having trouble signing up for the app.
The company released its latest AI model on 20 January, re -implementing the Wall Street AI sector.
“Last week, Deepsek launched a model that Openi's chat and Meta's Lama rival 3.1 and was #1 on Apple's App Store over the weekend,” Written by Vesabash's Ewes. “Deepsek produced the model using low -capacity chips from Nvidia. Which is impressive and thus caused the major eggs for American technical shares with mass pressure on Nasdaq this morning.”
How is Deepsek different than other AI apps?
Deepsek is an open-source larger language model known as “in-infection-time computing”, which is said in the terms of Leman, depending on, “They depend on” they their models for each query Only activate the most relevant parts, and it saves money and computation power. ”
Some experts praised Deepsak's performance, with noted technical investor Mark Andresen Write On January 24, on X, “Dipsek R1 is one of the most amazing and impressive successes I have ever seen – and as an open source, a deep gift to the world.”
However, Ewes said that she suspects that service would gain land with major American businesses.
Ewes wrote, “No US Global 2000 is going to use a Chinese Startup Deepsek to launch its AI Infrastructure and use cases.” “At the end of the day, there is only a chip company in the world that launchs cases of autonomous, robotics and comprehensive AI use and it is Nvidia.”
What does Deepsek mean for Nvidia and other technical companies?
Wall Street is trying to assess the long -term impact of a low -cost AI tool from China that rival rival chats and other so -called generic AI apps. It also raises the question about whether the Silicon Valley is overspeed on technological progress in the AI sector, in an email by Angelo Zino, Senior Equity Analyst of CFRA Research.
“The fact that this technology is taking less energy and is more cost effective than the US-based model,” said J Woods, the chief global strategist of Freedom Capital Markets.
It is also not clear what kind of pushbacks or reactions may come from the White House, given that Mr. Trump has raised the possibility of putting new tariffs on Chinese imports, although he ordered the justice department owned by Chinese to the Justice Department. A vengeance is also given by giving. Not to apply A great restriction,
Meanwhile, major technical companies, including Meta and Microsoft, have been slated to report income this week, where investors will probably hear more about their views on their AI plans and Dipsek from their authorities, said experts.
Some Wall Street Analysts feel that Monday's stock celloff is an overlapping, given that AI's huge demand will continue to raise major players in the sector.
“It's one thing to train [large language] The model for low money, but all this AI technology consumes huge demand still requires large -scale infrastructure, “Adam Chrisfulli of Vitalcoves said in a report.