Earthquake in the world of new technologies. After the stunning arrival of Chatgpt a few years ago, a new actor is redistributing cards in the world of artificial intelligence. If the emergence ofChatGPThad done on the United States side with his parent company, Openai, this new actor, named Deepseek is Chinese.
The least we can say is that the application has already managed to enter the market. It occupies first place for applications downloaded in the App Store in France and in many countries around the world. She even exceeded Chatgpt, just hours later are launch.
An artificial intelligence at a lower cost?
When you plunge into the technical information given by the founders ofDeepSeek, we discover that the project is very interesting, in more ways than one. Indeed, there is no question of private artificial intelligence, with dark parameters. The program is fully available in open source. Everyone therefore knows the rules of the game in advance and can help (if it has the technical capacities) to improve this artificial intelligence.
A development model which notably made it possible to considerably reduce the production costs of Deepseek. The parent company claims to have used "only" 2048 NVIDIA H800 graphics cards. On the financial side, the investment would only be $ 5.6 million.
As a Meta and Microsoft comparison, the two American giants who try to find a place in this AI market have announced to pay no less than $ 6 billion each for their next language model. For his part, Openai presented a few weeks ago,The Stargate program, estimated by Donald Trump around $ 500 billion.
Repercussions on a whole market
But the announcement of such a technical feat had terrible repercussions for several giants in the sector. The company NVIDIA, which produces the graphics cards used to build artificial intelligences has lost almost 15 % of its value on the stock market. By producing AI at a lower cost, Deepseek showed that the profits estimated by Nvidia were not so mining.
At the same time, investors from major American groups wonder if these billions of dollars, which must be invested in the coming years, will be necessary. One thing is certain, Deepseek has just rebuilt the cards of an entire sector, in short one of the important ones in the current world economy.
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Equal: AG Tescience