David Edwards
Cov sijhawm ua lag luam Esxias thaum ntxov hnub Monday pom qhov poob qis hauv AI cryptocurrency kev ua lag luam tom qab DeepSeek, Suav lag luam txawj ntse txawj ntse, tau txais lub npe nrov rau nws cov qauv AI pheej yig. Qhov tseem ceeb AI-tsim tokens raug kev txom nyem tus nqi poob ntawm 8% mus rau 10%, suav nrog Ze Raws Cai (NEAR), Internet Computer (ICP), Render (RENDER), thiab Filecoin (FIL). Thaum hnub Sunday kev sib tham thaum hmo ntuj, Nasdaq 100 yav tom ntej tau pom qhov poob qis ntawm 330 cov ntsiab lus, ua ke nrog qhov kev muag tawm no.
Kev Lag Luam-Wide Poob hauv Cryptocurrencies rau AI
Kev lag luam peev ntawm AI cryptocurrencies tau poob ntau dua 7.66% nyob rau hnub kawg, raws li CoinMarketCap, thawb tag nrho cov nqi qis dua $ 44 billion. Raws li Bitcoin kuaj nws qhov tseem ceeb $ 100,000 qib kev txhawb nqa, qhov kev thim rov qab ntse no zoo ib yam nrog kev poob hauv kev lag luam cryptocurrency tag nrho.
DeepSeek qhov cuam tshuam kev lag luam nkag mus yog qhov laj thawj tseem ceeb ntawm kev poob qis. DeepSeek tau tsim AI qauv uas muaj kev sib tw nrog Silicon Valley loj heev ntawm ib feem ntawm tus nqi los ntawm kev siv pheej yig AI chip infrastructure. Thaum Asmeskas cov tuam txhab AI siv ntau pua lab ntawm cov kev cob qhia uas vam khom rau GPUs, DeepSeek's thev naus laus zis khiav ntawm cov khoom siv kim dua.
Kev paub txog kev ua lag luam thiab cov txiaj ntsig ntawm cov neeg ua lag luam
Cov kws tshuaj ntsuam xyuas kev lag luam tau hais tias qhov kev kho tuaj yeem yog "yuav-tus-dip" lub sijhawm txawm tias poob qis. DeepSeek's open-source, low- cost methodology muaj peev xwm los pab txhawb AI kev saws me nyuam ntawm qhov tsis tau pom dua ua ntej, raws li Daniele, tus kws tshaj lij nyiaj txiag AI (DeFAI). Daniele tau hais hauv nqe lus:
"Yog tias koj muag AI npib vim DeepSeek qauv pheej yig thiab qhib qhov chaw, lawv yeej muaj txiaj ntsig zoo los ntsuas AI Apps rau ntau lab tus neeg siv nrog tus nqi qis nkag. Qhov no yog qhov zoo tshaj plaws uas tuaj yeem tshwm sim rau kev lag luam. "
DeepSeek Contests American Dominance hauv AI
Qhov tshwm sim ntawm DeepSeek tau tsa cov lus nug txog Silicon Valley cov tuam txhab AI kev sib tw. Vim tias qhov xav tau ntawm GPU-intensive cov chaw zov me nyuam thiab cov kev xav tau ntawm lub zog sib xws, tsim cov qauv AI zoo li GPT-4 lossis Claude feem ntau raug nqi ntau dua $ 100 lab. DeepSeek, ntawm qhov tod tes, lees tias nws tuaj yeem ua tiav cov txiaj ntsig zoo sib xws nrog kev tsim kho vaj tse uas tsuas yog tus nqi $ 6 lab.
Arthur Hayes, tus qub CEO ntawm BitMEX, tau hais txog qhov kev nthuav dav dav dua thiab nug txog qhov zoo li qhov zoo tshaj plaws ntawm Asmeskas cov ntawv cog lus thiab thev naus laus zis:
"Ib thot: yuav ua li cas yog tias qhov nce ntawm DeepSeek ua rau cov neeg ua lag luam thoob ntiaj teb nug txog US exceptionalism. Yuav ua li cas yog lawv nug y lawv hnyav US tech vs ntiaj teb no thiab yog vim li cas lawv hnyav US bonds vs ntiaj teb no?
Kev cuam tshuam ntawm Ripples ntawm US Chip Stocks
Lub tswv yim cuam tshuam ntawm DeepSeek tau ua rau Asmeskas cov neeg ua lag luam semiconductor xav tsis thoob. Hnub Monday, cov tuam txhab loj semiconductor xws li Qualcomm (QCOM), Nvidia (NVDA), Arm (ARM), thiab Broadcom (AVGO) poob ntawm 2% thiab 7% tom qab xov xwm ntawm DeepSeek qhov nce thiab nws app dominating Apple Store download kab kos. Qhov muag-tawm hauv tokens nrog AI tsom tau ua rau hnyav dua los ntawm cov lus teb no.
Qee cov neeg soj ntsuam xav tias DeepSeek qhov nce tuaj yeem txhawb kev loj hlob mus sij hawm ntev hauv AI ecosystem los ntawm kev ua kom muaj kev saws me nyuam thiab txo cov kev txwv nkag rau ob tus neeg tsim khoom thiab cov neeg siv, txawm tias daim duab luv luv ntawm kev ua lag luam tseem tsis paub meej.
