Here’s what you should know

Monday, Chinese artificial intelligence Startup Deepse took Openai’s precious place as a free application downloaded in the US AppleApp Store, Dethhroning Chattp Deepseeek’s AI assistant. The bodies sold and were at the rhythm Cleaned a billion in the market cap.

Then on Monday, Deepsee said Limit user records temporarily “Due to large-scale attacks in their services, even if the existing users can log in.

Technical managers, analysts, investors and developers say the fear of being constantly changing in the AI ​​Hype cycle – can be assured. Especially in the AR weapon race of the creative race, where technological and abstains are the same in the market that are not left behind Planned $ 1 trillion in the entries of a decade.

Deepsee’s roar around this month began receiving the steam, when he released the starting point, reasoning reasoned for the Openai O1 rivals. It is an open source and can be used by air developers and rocketed to the summit of application stores Industrial areasDespite its performance and reasoning skills with users.

Like other Chinese shaltters, when asked about some topics, he asked Xi Jinping’s Chinese politics, for example, Dethsek reported The user is left out from similar to similar questionnaire.

Another key discussion: Deepseeek r1 was built despite the US Chry to reduce chip exports three times in China in three years. The calculations are not deep in depth R1 costs exactly, or how many GPOs were entered. Jefferies analysts calculated that a final version had a cost of $ 5.6 million ($ 2 / H800 per hour rental cost). This is less than 10% of the cost MetaLlama. “But regardless of specific numbers, reports agree that Openai, a part of the cost of anthropic model rivalry developed Google And others.

As a result, the AI ​​sector coincides with questions, among other things, the number of assessments of an increasingly increasingly astronomical financing and a billion dollars, and the bubble is about to explode.

Shares Nvidia The market fell almost 17% on Monday with chipmaker Nl almost 6% down. Nasdaq dropped more than 3%. Four technological giants – Meta, Microsoft, Apple And all angls are reported to profit this week.

Raymond James’s analysts, “What are investment implications

Bernstein analysts wrote on Monday, “this weekend) (weekend) (weekend) (this weekend),” this is very interesting “is the death of the AI ​​complex infrastructure. As we know. ‘”

Some General Managers of America enables the potentially cheaper offers of Clients Deepseeeek, relating to four Deepseek Meta “War rooms“In the Department of the AI.

Microsoft Satya Nadella General Manager write XN, Deepseek Phenomenon Jevons paradox was just written, “as Alas is more efficient and accessible, we will see his use of Skyrocket, we have enough to get enough.” Openai CEO Sam Altman made a quotation of Napoleon, writing, “a revolution is not done. The only thing that can be done is to give a direction according to victories.”

Yann Lecun, the leader of the meta Ai, write In Linked, Deepsees succeeds to change the tides of the AI ​​sector to support open source technology.

Lecune wrote from Deepsees from the technology of own Meta, which has been created on its llama models, and booting “on the work of others. This is a profit of the opening and open source of open source.”

Alexandr Wang, General Manager of AI Scale, Say CNBC Last week of Deepsees is the last AI model “on the ground” and its release of his R1 is even stronger.

“What we have found is that Deepseek … It’s up, or it’s approximately the best American models,” Wang said, AI race “Ai war” between US and China. Wang’s company provides training data to the keys to the AI ​​players open, Google and Meta.

Earlier this week, president Donald Trump announces a Joint venture with Openai, Liradino and Soft Investing in millions of dollars in the US AI infrastructure. The project, stargate, was presented in the White House, the son of Softbank CEO Masayoshi, Oracle Co-founder Larry Ellison and Openai Sam Altman. The key technological partners will be included Microsoft, Nvidia and Oracle, as well as the semiconductor company Arm. They said they would invest $ 100 billion and $ 500 million in the maximum four years.

Anthropic, Gym-Wan opened by the OpenAi research managers, the development of technology expanded the development of the last year, and in October, launching celurbill Alas agents could use computers like humans to complete complex tasks. The availability of anthropic use allows you to interpret the one on your computer screen, select Buttons, enter text, navigate to track websites and tasks in any software and real-time internet crawl.

The tools can use “in the same way we use computers,” Jared Kaplan, the main official Anthropic sciences, CNBC said in an interview at the time. He said that the tasks can do “tens or hundreds of steps.”

Openai released a Similar tool Last week, organizing the holidays, such as organizing holidays, filling forms, making restaurant reservations and sorting food.

A Microsoft-Loote to “describes your website as an agent that can go to your website” and it has been added that people use “buttons, menus and text fields”. Monitoring questions can also be asked to customize the tasks he will complete, such as signing in to other websites. Users can take control of the screen at any time.

– CNBC Michael Bloom reported reports.