Codsiga sirdoonka macmalka ah (AI) ee Shiinaha, DeepSeek, ayaa ka sarreeya ChatGPT iyo tartamayaal kale, isagoo noqday app-ka lacag la’aanta ah ee ugu darajo sarreeya dukaanka App Store ee Apple ee Maraykanka, UK, iyo Shiinaha. Tan iyo markii la bilaabay bishii Janaayo, caanimada app-ka ayaa si weyn u korodhay, taasoo ka hortimid aragtida caadiga ah ee ah in Maraykanku yahay hogaamiyaha go'an ee qaybta AI-da. DeepSeek waxay ku shaqeysaa moodeelka furan ee DeepSeek-V3, oo ah in horumariyayaashu ay sheegeen in la sameeyay iyada oo kharashku yahay ka yar $6 million—si weyn uga yar bilyanada ay xisaabta ku darsadeen shirkadaha tartamaya. Si kastaba ha ahaatee, sheegashadan waxay wajahday dhaleeceyn ka timid dadka kale ee bulshada AI-da. Kadib markii dhawaan la bilaabay DeepSeek-R1, shirkaddu waxay sheegtay in waxqabadkeeda uu la mid yahay mid ka mid ah moodeelada ugu dambeeyay ee OpenAI, gaar ahaan meelaha sida xisaabta, barnaamijyada, iyo fahamka luqadda dabiiciga ah. Cilmiga maaliyadeed ee Silicon Valley iyo la-taliyaha Donald Trump, Marc Andreessen, ayaa ku tilmaamay DeepSeek-R1 "dhabar-galka Sputnik ee AI, " isagoo tixraacaya bilaabidda markaasi ee Midowga Soofiyeeti ee satellite-kii ugu horeeyay ee dhulka ee macmalka ah sanadkii 1957. Chips-ka horumarsan ayaa fududeeya tababarka moodeelada AI sida ChatGPT iyo DeepSeek.

Si kastaba ha ahaatee, tan iyo 2021, dowladda Maraykanku waxay adkeysay xeerarka ku saabsan iibinta chips-ka horumarsan ee Shiinaha. Si ay u sii wataan horumarkooda iyaga oo aan helin sahay kale oo la isku halleyn karo oo chips horumarsan ah, horumariyeyaasha AI-da ee Shiinaha ayaa kaashaday laguna sahminayey siyaabaha cusub ee teknolojiyadda. Iskaashigan ayaa horseeday in la sameeyo moodeelada AI oo u baahan awood xisaabeed oo si weyn uga yar nuqulladii hore, taasoo keentay kharashyo hoose oo suurtagal ah inay wax ka beddelaan warshadaha. Natiijadaas, saamiyada shirkadaha AI ee Maraykanka sida Nvidia, Microsoft, iyo Meta ayaa hoos u dhacday subaxnimadii Isniinta, taasoo sidoo kale saameysay qiimaha saamiyada Yurub. ASML, oo ah soo saaraha qalabka chips-ka ee Dutch, ayaa waayahay hoos u dhac saamiga ka badan 10%, halka Siemens Energy, oo soo saarta qalabka la xiriira AI, ay aragtay hoos u dhac dhan 21%. Fiona Cincotta, falanqeeye suuq sare oo ka tirsan City Index, ayaa sheegtay in soo bixitaanka beddelka Shiinaha ee qiimaha wax ku oolka ah aan la fileynin, iyadoo tiri, “Waa yaab in suuqa. ” Waxay intaas ku dartay in soo bandhigidda moodeel AI oo kharashkiisu hooseeyo ay ka dhalinayso walaac ku saabsan kharashyada faa'iido ee tartamayaasha, gaar ahaan iyadoo la tixraacayo maalgelintooda weyn ee kaararka AI-da qaaliga ah. Vey-Sern Ling, lataliye ku takhasusay teknoolojiyada oo ku sugan Singapore, ayaa u sheegtay BBC-da in horumarkan "suurowdo inuu baabi'iyo kiis maalgashi ee silsiladda sahayda AI oo dhan. " Si kastaba ha ahaatee, hogaamiyaha bangiga Wall Street Citi ayaa digisey in inkasta oo DeepSeek uu caqabad ku noqon karo awoodda shirkadaha Maraykanka sida OpenAI, caqabado kala duwan oo la kulmaya shirkadaha Shiinaha ay ka hor istaagi karto koritaankooda. Falanqeeyayaasha Citi ayaa warbixin ku sheegay, "Waxaan qiyaasaynaa in jawi u muuqda in xadidaad ka badan uu yahay, helitaanka chips-ka horumarsan ee Maraykanka uu yahay faa'iido weyn. " Toddobaadkii hore, shirkado tiknoolajiyadeed oo Maraykan ah iyo maal-gashadayaal shisheeye ayaa soo bandhigay Mashruuca Stargate, oo ah mashaariic u hibeeyay $500 bilyan si loogu maalgaliyo kaabayaasha AI ee Texas.