Isticmaalka shayga H100 ee aan sharci ahayn ee DeepSeek ee xarunta xogta waxay soo bandhigeysaa su’aalo weyn oo ku saabsan xakamaynta dhoofinta ee Mareykanka. H100 sidii sharci ah looma heli karo Shiinaha, haddii DeepSeek ay aqoonsato isticmaalkeeda, waxay ku lug yeelan doontaa jebinta shuruucda Mareykanka. Tani waxay dhalinaysaa shaki ku saabsan in DeepSeek ay si qaldan u matashay tiknoolijadeeda, iyada oo sheeganaysa in ay isticmaashay kaliya H800. Falanqeeye Ben Thompson wuxuu qiyaasaa in sheegashadan ay suurtogal tahay, isagoo caddeynaya in kororinta DeepSeek ee algorithms ay ka dhigeyso inay si wanaagsan u isticmaasho kheyraadka H800. Inkastoo qaar ka mid ah warbixinada ay soo jeedinayaan in DeepSeek dhab ahaantii tababartay moodelka R1 iyadoo la isticmaalayo H100, shirkadda la-talinaha semiconductor SemiAnalysis waxay bixisaa tirooyin muujinaya in DeepSeek laga yaabo inay leedahay xulashooyin Nvidia GPUs, oo ay ku jiraan 10, 000 H100. Tan waxaa ku jira qiyaastii $1. 63 bilyan oo ah kharashaadka GPU ee kaabayaasha xisaabeedkooda. Khabiirka barashada mashiinka Nathan Lambert wuxuu xoogga saarayaa murugsanaanta lagu xiriirinayo kharashyada isticmaalka xisaabeed, isagoo ku dooday in hadalka ku saabsan kharashka $5. 6 milyan ee DeepSeek uu tixgelin lahaa oo kaliya socodka ugu dambeeya ee tababarka, ayna ka reebanyihiin kharashyadii hore iyo hagaajinta. Ilo ka socda warshadaha ayaa soo jeedinaya in aanay jirin caddeymo dadweyne oo ku saabsan ka-smuggling weyn oo Nvidia ah ilaa dhawaan. Si kastaba ha ahaatee, dhamaadka 2024, warbixinadu waxay aqoonsadeen shabakad scootaring ah oo ka caawineysa macaamilada ka badan $100 milyan. Dowladuhu waxay bilaabeen inay ka jawaabaan, sida lagu arkay Singapore oo soo qabatay shakhsiyaad ku lug leh howlgallada smuggling. Dhibaatooyinka DeepSeek waxaa loo arki karaa inay muujinayaan siyaasadaha xakamaynta dhoofinta ee Mareykanka, oo uu maamulaha guud u qeexayo sidii caqabadda ugu weyn ee horumarinta AI ee Shiinaha.

Faalloonayaashu waxay mala-awaal ku sameeyaan in xadidaadaha noocaas ah ay dhiirrigelin karaan hal-abuurnimo hufan oo ka dhex jirta shirkadaha Shiinaha. Si kastaba ha ahaatee, dooddaasi ma dhameystirna, maadaama horumarrada hufnaanta ee caalamka ay raadinayaan shirkadaha AI ee hogaaminta ah, oo aan kaliya loo sameynin inay kula tartamaan siyaasadaha Mareykanka. Dhulka juqraafiyeed wuxuu muujinayaa in Mareykanku leeyahay faa'iido muhim ah oo ku saabsan horumarinta AI sare, halka Shiinuhuna ay wajahayso caqabado ku saabsan in ay la jaanqaadi karaan tan sababtoo ah xannibaadaha dhoofinta semiconductor-ka ee socda, taasoo saameyn ku yeelatay tartanka. Horumarinta DeepSeek, oo loo arko inay yihiin guulaha, laga yaabee inaysan ka dhumin hoggaanka teknoolojiyadda ee hay’adaha Mareykanka. Inkastoo dadaallada shirkadaha sida Huawei, caqabado ayaa weli ka jira soo saarista shaybaarka iyo waafaqsanaanta software-ka. Falanqeeyayaasha ayaa tilmaamaya in iyadoo Shiinuhu uu guul ka gaari karo isticmaalka tiro badan oo shaybaarka AI gudaha ah, waxtarka iyo isdhexgelinta shaybaarkan ay noqon doonaan caqabado muhiim ah oo ka horimanaya tartankooda. Marka Mareykanka uu ku dadaalayo inuu ilaaliyo hoggaankiisa AI, waxtarka mustaqbalka ee xakamaynta dhoofinta ayaa noqon doona mid muhiim ah. Miisaanka faa’iido tartan maaha in kaliya uu ku jiro horumarka software-ka laakiin sidoo kale wuxuu si weyn u tiigsan yahay qalabka la heli karo, taasoo xoojineysa muhiimadda istiraatijiyadeed ee ku dhaqanka wax ku oolka ah ee xakamaynta ka dhanka ah smuggling iyo wareejinta tiknoolojiyadda aan la ogolayn. Iyadoo dhulku si dhaqso ah u beddelanayo, suurtagalnimadu weli waxay taagan tahay in Shiinuhu dhowaan ka gudbi karo qaar ka mid ah xadidaadaha hadda jira, taasoo suurtogal ah inay beddesho dynamics ee tartanka AI.