China’s AI App DeepSeek has been the best free application at App Store in Apple in the US, UK and China, overtaking Chatgpt and other rivals.
The app has soared since its launch in January, challenging a wide range of beliefs that the US is not reaching the AI industry.
It is driven by the Open-Source DeepSeek-V3 model, and the researchers have been developed for less than $ 6 million, much less than the billions spent by rivals.
But this argument was challenged by others in the AI space.
After DeepSeek-R1 was released early this month The company was proud One of the latest models of CHATGPT manufacturer Openai when used for tasks such as mathematics, coding and natural language reasoning.
Silicon Valley Venture Capitalist and Donald Trump advisor Mark Andresen “AI’s sputnik moment”Regarding the first artificial district satellite that Soviet Union began in 1957.
Advanced Chips strengthens the training of AI models such as CHATGPT and DEEPSEEK.
However, since 2021, the US government has expanded its restrictions on high -end chips sold to China.
In order to continue working without the steady supply of imported high -end chips, Chinese AI developers shared each other and experimented with a new approach to technology.
This requires a much less computing power than before. It also costs much less than I thought before, which is likely to improve the industry.
The stocks of AI -related companies, headquartered in the United States, such as NVIDIA, Microsoft and META, fell on Monday morning and development stopped European stocks.
ASML, a Dutch chip equipment manufacturer, dropped more than 10%, while SIEMENS ENERGY’s stocks increased hardware by 21% in connection with AI.
Fiona Cincotta, chief market analyst of City Index, said, “I was a little surprised because this idea for low -cost Chinese version was not necessarily at the forefront.
“So if you suddenly receive this inexpensive AI model, you will raise concerns about rivals’ interests, especially in consideration of the amount already invested in more expensive AI infrastructure.”
Vey-Sern Ling, headquartered in Singapore, told the BBC, “You can potentially derive the investment cases of the entire AI supply chain.”
But Wall Street Banking Giant CITI warned that DEEPSEEK could challenge the dominant position of US companies such as Openai, but warned that the problems faced by Chinese companies could interfere with development.
The analysts said in the report, “We inevitably assume that our approach to luxury chips is more advantage in more limited environments.”
Last week’s US technology company and foreign investor consortium announced Stargate Project, A company that invests $ 500 billion in Texas’ AI infrastructure.
The company was founded in 2023 by Liang Wenfeng in a city of Hangzhou, a city southeastern in China.
A 40 -year -old boy, a graduate of information and electronics, also established a hedge fund that supports DeepSeek.
that Reported It has built a store of NVIDA A100 chips and has been banned from export to China. Experts have started DEEPSEEK in pairs with cheap low -cost chips that can still import this chip because of this collection.
Liang was recently seen at a meeting between an industry expert and a Chinese Premier Li Qiang.
In an interview in July 2024 China AcademyLiang said he was surprised at the reaction to his previous version of his AI model.
“We didn’t expect the price to be such a sensitive problem,” he said.
“We simply followed our own speed, calculated the cost, and set the price accordingly.”
Added Dearbail Jordan.
