The week began with a widespread drop in the actions of major technology companies around the world. Nvidia lost 11% in the value of its assets, while Micron and Arm Holdings devalued more than 7%. Analysts are assigning the fall to the free availability of the R1 model for AI, from the Chinese company DeepSeek.
DeepSeek launched its Large Language Model (LLM) at the end of December yet, saying its development cost less than $ 6 million. Last week, the company made its R1 model available, showing a similar or even better performance than OpenAi has to offer on chatgpt. And all this in a free and free way.
Over the weekend China released its investment plan in AI development. In addition, the Deepseek AI assistant, which bears the same name of the company, dawned at the top of downloads on iPhone, USA. These are all factors that led to falls in shares in other technology companies as well, such as Broadcom that lost 11%, as well as Nvidia, and AMD that lost 4%.
Even ASML, which is currently the only one to offer EUV machinery to make the world’s most advanced chips, also dropped 7%.
Deepseek makes the market question the costs for
The availability of the DeepSek tool has not shaken the market just for its gratuity, but mainly by the low resources in its development. There are questions if the technology really cost less than $ 6 million to be developed, but it is very likely that it did not need as much investment as similar models of OpenAi, for example.
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In addition, China’s access to the most advanced processors has been increasingly restricted. “Deepseek is clearly not accessed to as much computing as US hyperscalers and somehow has been able to develop a model that seems highly competitive,” Srini Pajjuri, a market analyst for Raymond James, specializing in semiconductors, said.
Meanwhile, Bernstein analysts argue that some readings of Deepseek’s rise have been exaggerated and alarmists. They consider the “fantastic” model, but it won’t be a fatal blow to AI infrastructure as we know it. The bet of US companies and their partners remains in cutting -edge hardware and their restrictions to reach China.
Source: CNBC
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Source: https://www.adrenaline.com.br/ia/ia-da-chinesa-deepseek-derruba-acoes-de-big-techs-nvidia-caiu-11/
