Washington The moment of the artificial intelligence era, the surprising concern caused by Chinese Deepseek was repeated yesterday on American TV channels.
Sputnik was the world’s first satellite launched into space in 1957. Until then, the United States had believed that it was ahead of the space plate, but it was not.
Yesterday, Deepseek overturned the belief that China had been decisively lagging behind in the artificial intelligence.
Deepseek, like Sputnik, is not revolutionizing what it can do. It has a very similar user experience as the well -known chat GPT artificial intelligence.
However, the magic lies in how light Deepseek is spinning and how the company advertises that it can provide the Chat GPT service for more than ten times cheaper.
A small Chinese company also said it had trained its artificial intelligence cheaply without NVIDIA’s latest graphics circles. The Chinese showed the Americans that creativity in the face of compulsion can save a long penny.
Deepseek is even based on open source, which is popular with many application developers due to editing.
The sensation was ready.
The United States did not have a moat on protecting the recipe for artificial intelligence, although the secrets were made to prevent the secrets of China.
Wall Street’s reaction was yesterday. The value of the Nvidia share fell by almost 17 percent, as investors questioned the rate of growth in recent years. Perhaps not every technology company has to buy a billion euros in Nvidia’s chips when the Chinese did not need either.
Yesterday, Nvidia’s market value shrunk by about EUR 560 billion, which is the biggest day in the United Starting history. By comparison, the total market value of the entire Helsinki Stock Exchange is around EUR 340 billion.
The sales pressure spread widespread and the technology-focused NASDAQ index decreased by more than 3 %. In addition to many The value of core energy companies decreased. Deepseek hinted that the development of artificial intelligence does not require any more energy and computing power.
Deepseek released last week Raised quickly to the most downloaded applications in US app stores, and registration for the service was congested yesterday. In addition, the company said it had met several cyber attacks.
It is still impossible to evaluate whether Deepseek will grab a significant market share for himself or whether it will be a moment of drug in the rapidly changing field of artificial intelligence. However, the company showed that the top artificial intelligence model can be developed at a much cheaper price than last week.
In addition to Nvidia, the pricing power of other American technology giants can also be threatened if high -performance artificial intelligence can be accessed with significantly lower amounts of money than those of Amazon, Apple, Google and Meta have to pour into their artificial intelligence.
Nervous in the US market can Submit if it reveals that Deepseek did not invent a revolutionary new algorithm, but only received the latest Nvidia graphics circles through the middleman.
Like a Chinese company, many details of Deepseek’s operations are still completely obscure.
However, the valuation levels of the US Stock Exchange technology sector are very high, so yesterday’s start -up pressure may continue, especially if the results of the newly launched earnings season do not meet expectations.
The rapid decline in stock prices, in turn, would spread Wall Street to a nervousness in a white house, where the following president is known to accurately follow the stock market movements.
Donald Trump It often reminds me how the stock market produced well when he was last president. In the first season of Trump, the value of the most important S&P 500 index increased by 66.5 %, and the rise continued to be strong during Biden’s period.
Trump does not want bad stock market news for the first time of his second season, so the White House may also evaluate the effects of harsh customs policy if the technology sector is already on the decline.
However, the white house is not in At least not publicly panic.
Trump said on Monday that Deepseek is a revival to American technology companies. He even praised the Chinese for how they came up with a way to develop artificial intelligence at a cheaper price.
The same line was on Trump’s Artificial Intelligence Policy Advisor David Sacksthat wrote Deepseek shows that the artificial intelligence plate is real and that Americans cannot afford to be self -sufficient.
However, in the White House, a difficult decision may be made if Deepseek redeems the expectations he has collected on his first day and becomes popular with the wide audience.
Deepseä should also be a revival to our industries.
Donald Trump
Trump no longer wants to prohibit Tiktok’s use in the United States because he realizes that Chinese social media service is important to about 170 million American users.
Washington’s China Haukas are likely to want to quickly attack Deepseek and start to demand a service by invoking users’ data to run to the Chinese administration.
From Trump’s point of view, Deepseek would be easier to deny before it becomes too popular, but on the other hand, many American companies are willing to try the opportunities offered by an affordable artificial intelligence model.
Deepseek instead of a prohibition more likely The alternative is that Trump will continue to dismantle the technology sector in the United States and, if necessary, pour federal money to develop artificial intelligence.
Trump announced an ambitious artificial intelligence project last week to build new data centers and disassemble Biden’s setting settingwho demanded companies to share the results of artificial intelligence safety tests to the White House.
After the launch of Sputnik, the United States quickly founded Nasa and finally flew to the first moon in 1969. Trump does not want to lose an artificial intelligence plate, so competition only accelerates towards an unpredictable world saturated with artificial intelligence.