The NVIDIA course collapses on the stock market in the face of the arrival of the Chinese competitor of the Deepseek AI
Recently, the Chinese start-up Deepseek released a public version of Deepseek-R1her model of artificial intelligence that she considers capable of beating the O1 model of Openai on certain benchmarks. Deepseek-R1 is capable of effectively verifying his own facts, which helps him to avoid some of the traps that usually trip the classic models. Faced with such performances, the popularity of the model is skyrocketing, becoming the most downloaded application on the App Store Monday, January 27, ahead Chatgpt.
Panic in tech
In parallel, the panic financial market: a massive sales movement has shaken most technological actions during the day of January 27 in the face of the fear of an intensification of the competition in terms of AI. Not to mention that the Chinese start-up Deepseek said that she had developed her model for $ 6 million, when Openai announced that she had invested more than $ 100 million. On the other hand, the Chinese company would have used only 2,000 Nvidia chips for its language model, where American competition employs more than 16,000.
Inevitably, faced with such a technical feat which completely calls into question the foundations of what was possible in terms of AI, a financial bubble exploded. Thus, in parallel, the semiconductor sector was on the front line in the collapse on the stock market: Broadcom fell by 17%, Micron by 11.71%, Marvell Technology of 19.10%, AMD of 6.37 %. The shock also affects GAFAM giants: Google and Microsoft (which have also invested en masse in artificial intelligence) saw their action drop by 3% during the same day. The arrival of Deepseek on the market is a real thunderclap in the world battle for artificial intelligence: with its model, the Chinese actor indeed demonstrates that it would be possible to develop an efficient artificial intelligence at a reduced cost , and this despite the American commercial restrictions on semiconductors.
