Is it shocked by the American market but has Chinese Deepseek AI changed?

US President Donald Trump has been in office for almost a week when a new Chinese artificial intelligence application (AI) called Deepseek Steed Silicon Valley.

Over the night, Deepseek-R1 took off at the top of Apple Charts as the most downloaded free app in the US.

At the time, the firm said the new chatbot collected Chatgpt. Not only is it. They claimed it was worth a simple share for development.

These claims-and sudden rise in the popularity of the application-dollar dollars (446 billion pounds) or 17% discounts on the market value of the giant NVIDIA, which marks the largest one-day loss for one shareholder in the history of the US stock market.

Several other technological reserves with the impact of II were also caught in the reduction.

Deepseek also raises doubts about the American AI domination. So far, China has been regarded as retired for the United States. Now it seemed like China was catapult to the fore.

Venture Capitalist Mark Andresen called Deepseek-R1 as “AI Sputnik Moment”, a reference to a Soviet satellite that started the space race between the US and the USSR for more than half a century.

Now six months have passed as Deepseek has stunned the world.

Today, the application of the breakthrough in China has greatly left the headlines. This is no longer a hot topic at a happy time here in San Francisco. But Deepseek did not disappear.

Deepseek challenged certain key assumptions about the II who advocated US leaders such as Sam Altman, CEO of Chatgpt Maker Openai.

“We went on the way when the bigger was better”, according to Sida Saeta, CEO of DA-Matrix AI Chip.

Perhaps as much as possible at the data center, servers, chips and electricity, to run it all in the end.

Despite the Deepseek, allegedly not having access to the most powerful technologies available at the time, Saet said the BBC, which showed that “you can actually build a capable model with a smarter engineering.”

A rush of interest in Deepseek came over the weekend at the end of January before the corporate IT -person was able to move to stop the staff from the drainage to it.

When the organization was caught next Monday, many moved to prohibit the employees to use the app as it causes worries whether the user’s potentially shared with the People’s Republic of China, where Deepseek is founded.

But although the exact figures are unavailable, many Americans still use Deepseek.

Some Silicone Valley startups have decided to follow Deepseek instead of more expensive AI models from American firms, trying to cut costs.

One investor told me for money -related firms, saved funds, continuing to use Deepseek, helping to pay for critical needs such as the extra amount.

They, however, are careful.

On the Internet forums users explain how to Start Deepseek-R1 on your own devices Instead of on the Internet, using Deepseek servers in China – a solution that, in their opinion, can protect their data from being unexpectedly divided.

“This is a good way to use a model that is not concerned about what it stands out,” said Christopher Kan, CEO Mill Pond Research.

Deepseek’s arrival also noted the turning point in the US-Kita rivalry, some experts say.

“China has been seen as still catching up large language models, with competitive models, but always defended the best Western,” said the BBC policy analyst Wendy Chang of the Mercier Institute.

A great linguistic model (LLM) is a system of reflection prepared for the following word in this sentence or phrase.

Deepseek changed the perception when he claimed that he had reached the leading model for the share of computing resources and costs common among American colleagues.

Openai spent $ 5 billion (3.7 billion pounds) only in 2024. On the contrary, Deepseek researchers said they had developed Deepseek-R1, which came out on the top of the O1 Openaii model for several landmarks-a total of $ 5.6 million (4.2 million pounds).

“Deepseek has discovered the competitiveness of the Chinese landscape for the world,” Chang said.

AI’s American developers have been able to use this change.

Deals associated with AI and other ads pipe The Trump administration and large US technology companies are often regarded as important to stay ahead of China.

Ah -Char Trump David Sachi noted that the technology will “deep consequences for both economics and national security” when administration administration disclosed His AI’s Action Plan last month.

“It is just very important that America still remains the dominant force in the II,” Saxi said.

Deepseek has never succeeded in stopping problems about the consequences of the safety of its Chinese origin.

The US Government evaluates the company’s links to Beijing, which is the first time reports Reuters in June.

A high US State Department official told the BBC that they realized that “Deepseek was willingly provided, and will probably continue to support military and reconnaissance operations in China.”

Deepseek did not respond to the BBC request for a comment, but the company’s privacy policy states that its servers are located in the People’s Republic of China.

“If you access our services, your personal data can be processed and stored on our servers in the People’s Republic,” – politics speak. “It can be the direct provision of your personal data for us or the transmission we or the third party.”

Earlier this week, Openai Reighted Talk about Deepseek after release of a couple of AI models.

These were the first free and open versions – that is, they can be downloaded and changed – released by the American giants AI in five years, long before Chatgpt brought into the consumer era.

“You can draw a straight line from Deepseek to what Openai has announced this week,” said SHETH D-MATRIX.

“Deepseek proved that smaller and more effective models can still provide impressive characteristics – and this has changed the thinking of the industry,” said Shata BBC. “What we see now is the next wave of this thinking: the transition to the models of the right size, which are faster, cheaper and ready for scale.”

But for others, for major American players in II, the old approach looks alive and healthy.

Just a few days after the release of free Openai models, GPT-5 introduced. On the eve of the company, the company – Note This significantly increased its computing and AI infrastructure.

A lot of ads About the new data processing center The clusters needed for AI came when American technology companies competed for the talent of the highest level.

META CEO Mark Zuckerberg pursed billions of dollars to fulfill its ambitions II, and Tried to lure employees with competitors with $ 100 million payment packages.

The technological giants shield seemed more attached to their commitment to the cost of the II, as evidenced by the series of explosion results, showed this last season of profit.

Meanwhile, Nvidia’s stocks, which were immersed immediately after Deepseek arrival, bounced – touching the new highs that made it the most valuable company in history.

“The initial story proved a little red herring,” said Caen Mill Pond Research.

We returned to the future in which AI will allegedly depend on additional data centers, more chips and greater power.

In other words, Deepseek’s Shake of Statusce Quo did not last.

But what about Deepseek himself?

“Now Deepseek is faced with the problems that support its impetus,” said Marina Zhang, associate professor at the Sydney Technology Department.

This is partly due to operational failures, but also intensive competition from companies in the US and China, she said.

Zhang reports that the next Deepseek-R2 product is delayed. One reason? Lack of high -end chips.