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on Monday, Chinese artificial intelligence Start DeepSeek to take over the rival Openai’s mouthwatering appleDeepSeek’s AI -assistant App Store, Dethroning Chatgpt. Global technology stocks are sold Destroy billions of dollars In the market value.

Scientific and technological leaders, analysts, investors, and developers said that it may be necessary to speculate-followed by the fear of the changing AI speculation cycle. Especially in the era of generating AI arms races, technical giants and startups are competing to ensure that they will not fall behind in the market. It is expected to be $ 1 trillion Increase within ten years.

The buzzing around DeepSeek began steam earlier this month. At that time, the startup released R1, which was a reasoning model that matched OPNAI’s O1. It is open source, which means that any AI developers can use it and rotate to the top of the App Store, and Industry rankingsUsers praise their performance and reasoning capabilities.

Like other Chinese chat robots, when asked certain themes, it also has limitations: when asked some Chinese leaders XI Jinping’s policies, it is reported that Deepseek is reported Transfer the user to From similar doubts.

Another key part of the discussion: Despite the United States, the R1 of Deepseek is established Containment chip export I have been to China three times in three years. The estimated estimation is completely different, Deepseek’s R1 cost or how many GPUs are in GPUs. Jefferies analysts estimate that the recent version of the training cost is only $ 5.6 million (assuming the rent cost of $ 2/H800 hours). This is less than 10 % of the cost YuanHowever, regardless of the specific figures, the report agrees that the development of this model is a small part of the cost of the cost of the model cost of OpenAi, humans, and human competitors Google There are others.

As a result, the AI ​​industry is full of problems, including the industry’s increasingly astronomical funds and a value of one billion US dollars of valuations is necessary-and whether the foam is about to break.

Shares Nvidia Fall 11 % on Monday, fell with chip manufacturers ASML Fall more than 6 %. Nasdaq fell more than 2 %, four technology giants- Yuan,,,,, Microsoft,,,,, apple And ASML will report earnings this week.

Analysts of Raymond James have introduced some issues that have troubled the AI ​​industry this month, and wrote: “What is the meaning of investment? What are the comments on open source and proprietary models? Throwing money on GPU really really Is it Panacea?

Bernstein analysts wrote in a comment on Monday: “According to many (occasional (occasional) heat (on weekends), many (occasionally ashari) meaning range from” this is really interesting “to” to “to” This is the death of the AI ​​infrastructure complex. “We know. ‘”

Some CEOs of U.S. scientific and technological are working hard to respond, and then customers turn to Deepseek’s possible more cheap products. According to reports, Meta has begun four products related to Deepseek “”War room“In the AI ​​department it generated.

Microsoft CEO Satya Nadella (Satya Nadella) Write On X, Deepseek phenomenon is just an example of the Jevons paradox, saying: “As artificial intelligence becomes more efficient and easy to use, we will see its rapid use of use, turning it into we cannot get enough. Commodity. Give it a direction by victory. “

Meta chief AI scientist yann lecun, Write On LinkedIn, the success of Deepseek indicates that the trend of the AI ​​field has changed the open source technology.

Lecun wrote that DeepSeek made a profit from some technologies of Meta’s own technology, that is, its LLAMA model, and the startup “put forward new ideas and established them in other people’s works. Because their works are published and open, open and open Everyone can make a profit from it.

Scale AI CEO Alexandr Wang, Tell CNBC Last week, the last AI model of Deepseek was “shocking”, and its R1 was more powerful.

Wang said: “What we found is that Deepseek … is the best performance, or roughly equivalent to the best American models.” He added that the AI ​​competition between the United States and China is the “AI War.” Wang’s company provides training data to key AI participants including OpenAI, Google and YuanEssence

Earlier this week, president Donald Trump Announce joint venture and Openai,,,,, Oracle and Soft silver Investment in US AI infrastructure is billions of dollars. Trump, SoftBank CEO Masayoshi son, Larry Ellison co -founder Larry Ellison and OPENAI CEO Sam Altman unveiled the project in the White House. The key initial technical partners will include Microsoft,,,,, Nvidia And Oracle and Semiconductor Company armEssence They said they will invest $ 100 billion in the next four years, up to $ 500 billion.

Human beings, Amazon-Backed AI startups founded by former Olei research executives have strengthened technology development in the past year explain Its AI agent can use computers like humans to complete complex tasks. The start -up company said that Anthropic’s computer use function enables its technology to explain the content on the computer screen, select buttons, enter text, navigate the website and browse the task through any software and real -time Internet.

Jared Kaplan, the chief scientific officer of human beings, told CNBC in an interview that the tool “can use a computer in a basic way”. He said it can complete the task through “dozens or even hundreds”.

Openai is released Similar tools Last week, a function called “operator” was introduced. This function will be automated tasks, such as planning holidays, filling in forms, and making groceries for restaurant reservations and ordering.

this Microsoft– 后面的启动将其描述为“可以访问网络以为您执行任务的代理商”，并补充说，它经过培训可以与“人们每天使用的按钮，菜单和文本字段进行交互”，网络上的按钮， Menu and text fields. It can also propose subsequent issues to further personalize the tasks, such as login information of other websites. Users can control the screen at any time.

-CNBC’s Michael Bloom contributed the report.