EFE.- The unexpected popularity of the Deepseek Chinese company in the artificial intelligence market (AI) threatens the success of the Nvidia semiconductor manufacturer and accentuates the war between the United States and the Asian country for taking the world domain of this technology.
Deepseek is leading the App Store and China download lists thanks to an innovative commitment to open source, low costs and efficiency.
His success on Monday especially Nvidia, whose graphic processing units (GPUS) are especially important for the development of AI.
These days, users are unloading the DEPEEEK R1 model, which, according to experts, is comparable to OPENAI O1 (the ChatGPT creative firm) in solving mathematical problems, programming and inference to natural language.
Lee: What is Deepseek and why is the artificial intelligence sector revolutionizing?
According to the company, this model was trained for 55 days with a budget of 5.57 million dollars, a remarkably lower figure, for example, to the range of between 100 and 1,000 million dollars that Anthropic said he had invested to train his models, The Wall Street Journal points today.
Following their popularity, chips manufacturers such as NVIDIA, ARM or Advanced Micro Devices (ADM) fear that the low costs of Chinese models can lead to a lower demand for their products.
The war for artificial intelligence between the US and China
Deepseek’s success takes place shortly after Donald Trump announced the ‘Stargate’ project, which will invest 500,000 million dollars in the next four years to build new data centers to support artificial intelligence projects.
Ben Barringer, technological analyst at Quilter Cheviot, points in a note sent to investors and collected by CNBC that Deepseek models could intensify “the artificial intelligence war between the US and China, especially after the recent announcement of Stargate”.
Srini Pajjuri, a semiconductor analyst at Raymond James, who points out that Deepseek’s competition could increase “the urgency” of large technological ones in the United States for differentiating from cheaper options such as Asian application as the Asian application, coincides.
Barringer points out that the appearance of Depseek models open a debate about how much companies need to train their artificial intelligence.
Jeffrey Emanuel, founder of the Pastel Network initiative, points out in an article that the popularity of the Chinese application “suggests that the entire (technological) sector has been spending massively on computer resources” and that Nvidia could face “a much more difficult path to maintain your current growth trajectory. ”
Lee: Depseek’s ‘Sputnik’ moment causes strong falls in the big companies of AI
Beyond Chinese competition, Nvidia’s success could also be altered by Trump’s plans to impose high tariffs on imports from countries such as Mexico, where technology plans to start producing highly demanded servers to develop artificial intelligence.
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