Finally, Deepseek’s new Language Model (LLM) created a great fluctuation in the artificial intelligence ecosystem. Altınbaş University Faculty Member, Director of AU Inova Research Center Assoc. Dr. Dicle Yurdakul, OpenAI, Nvidia and other giant technology companies shook this development, the stock market caused serious mobility, he noted. Nvidia fell by 17 %of its shares, while the company’s CEO Jensen Huang’s personal delegation decreased by 20.8 billion dollars a day. Stating that the Nasdaq compound index depreciated 3.1 %, Assoc. Dr. Yurdakul, gave information about the reasons that triggered this collapse.
Deepseek’s LLM: Low cost, superior performance
Assoc. Dr. Yurdakul, Deepseek’s large language model, natural language processing, producing and decision -making in the fields of the developed abilities, he said: “One of the biggest advantages of this model, compared to its competitors is lower cost and scalable. Deepseek argues that it has developed its artificial intelligence model with a budget of less than $ 6 million. Although this claim is suspected in the first place, Deepseek’s other strategic moves may have become possible. ”
“Early supporters have earned big profits”
Dicle Yurdakul stated that Deepseek has been operating as a private company, but the rumors of public offering creates great excitement among investors. In the following days, Deepseek’s unpredictableness will force investors to restructure their portfolios. This change can also increase the interest in smaller artificial intelligence initiatives that have been ignored so far. ” made evaluations.
Liang Wenfeng, the founder of Deepseek, prevented the hardware shortage by acquiring a large amount of Nvidia GPU in 2021 and said that this move provides a great competitive advantage to the company because the US has taken place before the export restrictions on advanced technology chips. According to Yurdakul, another important factor is that Deepseek publishes the model as open source. “This strategy enabled the continuous development of the model with the contributions of the global technology community, while making the company a transparent and accessible artificial intelligence manufacturer. In addition, the new model is a response to concerns about reducing the high performance with less equipment, costs in the artificial intelligence sector and reducing energy consumption. ” he said.
How were technology giants affected?
Yurdakul pointed out that the shares of artificial intelligence -oriented companies, which benefit from the golden age of artificial intelligence before the field, also pointed out that Deep Seek was seriously fluctuated with the introduction of the market. “Companies that are dependent on the existing LLM infrastructure are more vulnerable, while companies that adopt or develop similar technologies are considered as potential winners.” he said.
“OpenAI can re -evaluate price and operational processes”
Reminding that the GPT series has been a sector leader in big language model technology for a long time, Yurdakul stressed that Deepseek’s model requires less processing power, but he stressed that he performed superior performance. He also predicted that it can force OpenAI to pricing and re -evaluating operational processes.
“Nvidia has a big drop in prices.”
Yurdakul evaluated that Deepseek’s model would have an impact on the upper segment GPUs that could reduce dependence on the GPUs. This has negatively affected Nvidia’s long -term growth expectations, causing a major decrease in stock prices. Although the company maintains its leadership in artificial intelligence equipment, the rise of high performance models with low hardware requirement creates question marks on future market domination.
What is the situation in Google and Amazon?
Dicle Yurdakul, Microsoft, Google and Amazon from Altınbaş University said that dependent companies are also affected by this change. “Google may have to compete with smarter and personalized alternatives offered by Deepseek in search engine and advertising technologies. Amazon, on the other hand, has to develop more efficient solutions in artificial intelligence -supported cloud services. ”
What does Deepseek promise the future?
While this is the case, the entry of Deepseek to the market, the largest technology companies have established the balances for a long time by shaking the investors into an uncertain process, Yurdakul finally, the stocks of the companies that have previously made great investments in artificial intelligence, while the stocks of Deepseek produce similar solutions to the model Companies may be the new favorite of investors. According to Yurdakul, Deepseek’s low -cost and high performance model has the potential to reshape not only the world of technology but also global financial markets. “While the big technology giants have to keep up with the new dynamics of artificial intelligence, investors are trying to redefine the winners.”
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