Hogar Noticias Llamada de atención de IA: la pérdida de $ 600B de Deepseek provoca advertencia de Trump

Llamada de atención de IA: la pérdida de $ 600B de Deepseek provoca advertencia de Trump

Autor: Skylar Feb 24,2025

Donald Trump ha etiquetado con el nuevo modelo de IA de China, Deepseek, una "llamada de atención" para el sector tecnológico de EE. UU. Después de la asombrosa pérdida de valor de mercado de $ 600 mil millones de NVIDIA.

La emergencia de Deepseek provocó una fuerte disminución en las acciones de la compañía centradas en AI. NVIDIA, un proveedor líder de GPU crucial para la operación del modelo de IA, sufrió el golpe más significativo, experimentando una caída de acciones del 16.86%, un récord en Wall Street. Microsoft, Meta Platforms, Alphabet (la empresa matriz de Google) y Dell Technologies también vieron disminuciones de 2.1% a 8.7%.

El impacto de Deepseek reverbera a través de la industria de la IA. Foto de Nicolas Tucat/AFP a través de Getty Images.

Deepseek cuenta con su modelo R1 como una alternativa significativamente más asequible a las contrapartes occidentales como ChatGPT. Aprovechando el Deepseek-V3 de código abierto, según los informes, exige menos energía informática e incurrió en un costo de capacitación estimado de $ 6 millones.

Aunque esta afirmación enfrenta cierto escepticismo, Deepseek ha puesto en duda las inversiones masivas de IA de los gigantes tecnológicos estadounidenses, inquietantes inversores. Su popularidad aumentó, llegando a la cima de las listas de descarga de la aplicación gratuita de EE. UU. En medio de crecientes discusiones sobre su desempeño.

Sheldon Fernández, cofundador de Darwinai, comentó a CBC News, afirmando que Deepseek "funciona tan bien como, en algunos casos, mejor que los modelos de Silicon Valley, pero utilizando una fracción de los recursos". Además, destacó la interrupción de los modelos comerciales existentes, señalando el potencial de acceso gratuito a las características que anteriormente le costaron a los usuarios $ 20- $ 200 mensualmente.

El presidente Trump ofreció una perspectiva más optimista, lo que sugiere que Deepseek podría ser beneficioso para los EE. UU. Al reducir potencialmente los costos al tiempo que logran resultados similares. Hizo hincapié en el continuo dominio de la IA del país.

A pesar del impacto de Deepseek, Nvidia sigue siendo una compañía de $ 2.90 billones. Las muy esperadas GPU RTX 5090 y RTX 5080 de la compañía se lanzan para su lanzamiento a finales de esta semana, generando una demanda significativa de los consumidores, con informes de clientes que desafían el clima frío para acampar fuera de las tiendas.

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