Nvidia ayaa Arbacada maqaal layaab leh oo ku saabsan khasaare ku dhawaad $600 bilyan ah ka heshay qiimaha suuqa, iyadoo saamiyada tiknoolajigu hoos u dhacayeen sababo la xiriira walaaca ah in shirkadda sirdoonka macmalka ah ee Shiinaha, DeepSeek, ay ka hormartay Maraykanka dhinaca horumarka AI. Nasdaq Composite, oo ka wada xogta shirkadaha tiknoolajiyada ugu weyn dalka, ayaa hoos u dhacay in ka badan 3%. Dow Jones ayaa soo laabtay ku dhawaad 300 dhibcood ka dib markii uu si hore ah u dhacay, halka S&P 500 uu hoos u dhacay ku dhawaad 1. 5%. Dhibaatooyinka suuqa waxaa sababay horumarka laga soo sheegay DeepSeek, oo soo saartay moodel AI ah oo furan bishii Diseembar, iyagoo sheegaya in ay kaliya labo bilood iyo in ka yar $6 milyan ku qaadatay horumarka. Tiradani waxay si weyn uga hooseysaa boqollaal bilyan oo lagaga maalgashaday shirkadaha weyn ee Maraykanka sida OpenAI, Microsoft, iyo Meta ee mashaariicdooda AI, taasoo keentay walaac ah in Shiinuhu uu ka sarreeyo Maraykanka dhinaca baaxadda iyo waxtarka maalgelinta AI. Codsiga DeepSeek ayaa haatan ah codsiga bilaashka ah ee ugu sarreeya App Store-ka Apple, isagoo ka dhigay OpenAI’s ChatGPT meel labaad. Qaar ka mid ah kuwa ugu xun ee suuqa saamiyada hoos u dhaca ka soo gaaray waxay ahayd Nvidia, oo saamiyadeeda hoos u dhacday ilaa 18%. In kasta oo uu dhowaan u muujiyay waxqabad xooggan, iyadoo saamiyadeeda ay kor u kaceen in ka badan 200% labo sano gudahood, taasoo ka dhigtay mid ka mid ah shirkadaha ugu weyn adduunka, khasaareynta Nvidia ayaa ka tarjumaysa hoos u dhac qiimaha suuqa ugu weyn taariikhda Maraykanka, sida uu sheegay Bloomberg. Warbixin, Nvidia ayaa qiratay in "DeepSeek ay tahay horumar aad u fiican oo AI ah" oo tusaale u ah waxa la gaari karo iyadoo la adeegsanayo moodeellada si weyn loo heli karo, iyadoo la raacayo shuruucda xakameynta dhoofinta. Shirkadaha kale ee semiconductors sidoo kale waxay la kulmeen hoos u dhac notable ah. Micron Technology iyo Arm Holdings ayaa mid kasta hoos u dhacay 10%, halka ASML ay hoos u dhacday 6%. Shirkadaha waaweyn ee tiknoolajiyada sidoo kale waa ay saamaysnayeen, iyadoo Microsoft hoos u dhacday 2% iyo Alphabet, shirkadda waalidka ah ee Google, hoos u dhacday 4%. Meta Platforms, oo abuuray moodelkeeda AI oo furan, markii hore way hoos u dhaceen laakiin ka dibna soo kabsadeen si ay maalinta u dhamaystiraan korodhay 1. 9%. Walaaca ku saabsan horumarka la sheegayo ee DeepSeek ayaa weli jira inkastoo ay jiraan xayiraado dhoofinta oo jira oo lagu dhaqankoobayo iibka semiconductors-ka horumarsan ee Shiinaha. Intii lagu jiray fadhigii ugu dambeeyay ee Forum-ka Dhaqaalaha Adduunka, CEO-ga Microsoft Satya Nadella ayaa ku tilmaamay horumarka DeepSeek "mid aad u cajiib ah . . .

oo si fiican loo xisaabiyey, " isagoo adkeeyay in "aanay naqdiga horumarka ka yimaada Shiinaha si aad ah ugu qaadan karno. " Xildhibaan John Moolenaar, R-Michigan, guddoomiyaha Guddi Xul ah oo ku saabsan Shiinaha, ayaa muujiyay in Maraykanku uu ka hortagi lahaa moodeelada sida DeepSeek inay khatar geliso amniga qaran, iyo in ay hirgeliyaan xakameyn dhoofin oo xoog leh oo ku saabsan tignoolajiyada muhiimka ah ee qaab dhismeedka AI ee DeepSeek. Iyada oo la gaadhayo dhammaadka 2024, Microsoft ayaa shaacisay qorshayaal maalgelin $35 bilyan ah si ay u dhisaan "infrastructure AI iyo cloud datacenter oo la aamini karo oo ammaan ah. " Constellation Energy, oo la shaqulaysa Microsoft si dib loogu hawlgeliyo dhuxusha Three Mile Island ee korantada server-ka AI, ayaa saamiyadeeda hoos u dhacday 20%. Shirkadaha korantada kale ee loo arko inay ka faa'idaystaan AI sida Vistra Energy iyo NRG Energy ayaa sidoo kale la kulmay hoos u dhac weyn, iyadoo Siemens Energy, oo ah soosaaraha qalabka korantada, hoos u dhacay 20% iyo GE Vernova, oo ah shirkad kale oo qalabka korantada ah, hoos u dhacday in ka badan 21%. Ma jiraan dhammaan falanqeeyayaasheed is-qabashada ku saabsan sheegashada DeepSeek. Falanqeeyaha Bernstein Stacy Rasgon ayaa muujiyay shaki qoraal u diray macaamiisha, isagoo sheegay, "Waxaan aaminsanahay in . . . DeepSeek aysan 'OpenAI ka dhisin $5M. ' Moodeellada waxay u muuqdaan inay cajiib yihiin, laakiin ma aragno inay yihiin mucjisooyin. " Giuseppe Sette, madaxweynaha shirkadda cilmi-baarista suuqyada AI ee Reflexivity, ayaa xusay in tignoolajiyada aasaasiga ah ee DeepSeek ay u muuqato "mid aad u wanaagsan waqti dheer, " taasoo laga yaabo inay u adeegto sidii qorshe loogu talagalay shirkadaha mustaqbalka ee AI. "DeepSeek waxay suuq geysay markay gaareen wax badan oo leh wax yar. Asal ahaan, waxay oo kaliya firfircoonaanayaan qaybaha ugu waxtarka badan ee moodelkooda su'aal kasta, taasoo badbaadineysa kharashka iyo awoodda xisaabinta. Tani waxay muujinaysaa in muuqaalka AI uu sii yaabin doono sanadaha soo socda, " Sette ayaa ku yiri qoraalkiisa Isniinta.