Nasara ta DeepSeek a AI Ta Jefa Hannayen Jari na Nvidia Cikin Ruguje
Duniyar AI na cikin juyi, amma ba saboda abubuwan da Nvidia za ta yi murna da su ba. Hannayen jari na babban kamfanin fasahar sun faɗi da kashi 16.9% a wannan mako, wanda tashe mai sauri ta DeepSeek ta haddasa - chatbot na AI na kasar Sin mai rahusa wanda ke sake rubuta dokokin wasan.
A cikin kwana 'yan kaɗan kawai, DeepSeek ta mamaye Amurka da guguwa, ta kai saman jerin apps kyauta kuma ta bar manyan kamfanonin masana'antu suna rudani. Amma masu zuba jari suna tsoro - kuma akwai dalili mai kyau.
DeepSeek: Mai Canza Wasan a Cikin Ƙirƙirar AI
Me ya sa DeepSeek zama abu mai muhimmanci? Ana ƙarfafa shi da DeepSeek-V3, samfurin AI wanda aka ce ya ɗauki dala miliyan 6 kawai don haɓakawa - ɓangare ne kaɗan daga abin da abokan hamayya kamar OpenAI da Google ke kashewa. Abin mamaki fiye da haka, aikinsa yana fafatawa da manyan samfura a ayyukan kamar shirye-shiryen kwamfuta, lissafi, da hujjojin harshe.
Asirin? DeepSeek yana amfani da fasahar buɗaɗɗen tushe da hanyoyi waɗanda ba na gargajiya ba waɗanda ke rage kuɗi sosai. Wannan ya sanya wutsiya a cikin shirye-shiryen kamfanonin Amurka, waɗanda suka zuba biliyoyin kuɗi a manyan ayyukan ababen more rayuwa na AI.
"Lokacin Sputnik" na Fasaha
Manyan mutanen Silicon Valley suna kiran wannan "lokacin Sputnik na AI." Marc Andreessen, sanannen mai ba da jari mai hadari, ya kwatanta ƙaddamar da DeepSeek da firgitar da Tarayyar Soviet ta jefa tauraron dan adam na farko a 1957. Kamar lokacin, tasirin yana da yawa:
- Kalubale ga Ikon Amurka: Kamfanonin Amurka, gami da Nvidia, Microsoft, da Google, suna tafiya a sama da jagorancin AI nasu. Zuwan DeepSeek ya girgiza wannan kwarin gwiwa.
- Rigimar Kasuwa: Faɗuwar hannayen jari na Nvidia ta ja gaba, Broadcom ya ragu da 17.4%, Alphabet (mahaifiyar Google) ta ragu fiye da 4%, kuma Microsoft ta ragu da 2.14%.
Ko a hayin Tekun Atlantika, an ji raƙuman ruwan. Kamfanonin fasaha na Turai kamar ASML da Siemens Energy sun ga hannayen jarinsu sun faɗi da 7% da 20% bi da bi.
Me Yasa Masu Zuba Jari Suke Tsoro
"Samfurin rahusa na DeepSeek ya ɗauki kowa ba zato ba tsammani," in ji Fiona Cincotta, babbar mai binciken kasuwa. "Yana tayar da manyan tambayoyi game da ribar kamfanonin da suka riga suka kashe biliyoyi a kan tsarin AI masu tsada."
Vey-Sern Ling, mai ba da shawara kan hannayen jari na fasaha da ke Singapore, ya amince, yana gargadin cewa wannan na iya "kawar da hujjar zuba jari ga dukkan sarkar samar da AI."
Amma Ba Komai Lafiya Bane ga DeepSeek
Duk da fitowarsa mai ban sha'awa, DeepSeek na da kalubalensa:
- Hare-haren Cyber: Kamfanin ya sanar da cewa yana takaita sabon rajista na wucin gadi saboda "manyan hare-hare na mugunta."
- Rashin Chips: Da Amurka ke takaita fitar da manyan chips zuwa Sin, DeepSeek ya tilasta dogaro da mafita na ƙirkire-ƙirkire, haɗa chips Nvidia A100 da aka ajiye da madadin mafi rahusa.
Ƙirƙirawa Bayan Ƙawatarwa
A zuciyar wannan juyin juya hali na AI akwai Liang Wenfeng, wanda ya kafa DeepSeek mai shekaru 40. Liang, da ke Hangzhou, Sin, bai da bambam da ƙirƙire-ƙirkire. Ya taba kafa kamfanin jarin kariya kuma ya tara dubban dubban manyan chips kafin takunkumin Amurka ya fara aiki.
"Ba mu tsammanin cewa farashi zai haifar da irin wannan juyin," in ji Liang a tattaunawar 2024. "Mun mai da hankali kawai akan gina wani abu mai sauƙi da kowa zai samu."
Me Na Gaba ga AI?
Hawawar DeepSeek cikin sauri kira ne ga duniyar fasaha. Ƙarfinsa na cimma babban aiki da 'yan ƙaƙwalwar kuɗi yana kalubalantar zaton da aka kafa dogon lokaci game da haɓaka AI.
Duk da cewa kamfanonin Amurka har yanzu suna da damar samun fasaha ta ci gaba, hawawar DeepSeek tana nuna wayo da juriya na masu haɓaka Sin ƙarƙashin matsin lamba.
Wannan fi yawa lokaci ba ne; motsi ne. Yanayin AI yana canzawa, kuma kowa - daga manyan Silicon Valley zuwa masu zuba jari - suna riƙe numfashinsu don ganin abin da zai faru gaba.
Ci gaba da kallonmu - domin tseren AI ya zama mai ban sha'awa sosai.