NVIDIA, which has skyrocketed at the top of the stock market market by selling computer fleaces supplying the boom of artificial intelligence in the world, has been treated a difficult reality control by a small Chinese business which has shown that it could do more With less what Nvidia does.
On Monday, Nvidia’s shares plunged more than 16% after the company, called Deepseek, showed that it could form a cutting -edge AI system with a fraction of the Nvidia fleas which had been used in the past by Openai, The Chatgpt manufacturer.
The release of Deepseek challenged a technological industry consensus that to build larger and better AI systems, companies should spend billions and billions of dollars for new data centers. At the center of these data centers would be the only thing that, perhaps so far, no AI project could happen: a huge cache of Nvidia chips.
The Silicon Valley Company, according to certain estimates, controls 90% of the specialized flea market used to build AI systems. It has experienced a remarkable race since Openai published Chatgpt at the end of 2022. In the last two calendar years, Nvidia’s revenues have jumped more than 200% to 126 billion dollars, while the total value of the company A Exploded 700% at the end of the Friday market, culminating at 3.62 billions of dollars in November.
But the apparent breakthrough of Deepseek has shown that the appetite for the chips of Nvidia may not be as unlimited as some had imagined it a week ago. Although Nvidia is still in an enviable position – there is little competition for its AI chips – companies that bought its technology could slow their expenses.
“Before, the AI was larger, better, faster. Larger fleas equal to the capacities of larger AI, ”said Patrick Moorhead, Managing Director of Moor Insights & Strategy, a technological and semiconductor research firm. “But it was so fast that he raises questions about the duration of the duration for Nvidia and if people will need as many tokens in the future.”