Why are the US stock markets. To understand the question, we need to do a deep search to discover the intricate interaction between technological wonders, economic behavior and stock market movements. But, first, something about India Thali Meals: They can tell us something about the artificial general intelligence engine (AGI) based on the open source that has established languages that move while rivalent to Chatgpt and Gemini to a fraction of development costs.
In India, you can buy a cheap Thali On a road on the road that serves a healthy meal at RS 50 per plate, or look for an unlimited luxurious Thali In a five -star hotel for 1,500 rupees. There are differences in their characteristics, style and details. In the road on the road, you may get a small thermocol plaque with only a couple of dishes to go with the rice of the main dish, while the liver waiters consolidate it with silver cutlery in an air conditioning environment when you ask for A Thali to a five -Star place.
Depseek is food to think
What the coverage fund backed by Chino Thali. It is based on open source technology that allows people to adjust their characteristics, very similar to a Thali That allows a second help after a dish is served. It is based on limited specifications, but also ingeniously believes some advanced and ambitious characteristics, and coincides with vogo engines such as Chatgpt.
Deepseek is food for thought, even in literal terms, as the work of a human brain does. Its R1 engine built at an estimated cost of only $ 5.6 million by a one -year startup that coincides with Chatgpt offers a utilitarian economy lesson.
An easier way to understand the phenomenon is to compare Deepseek with an Android phone made of Chinese manufacture equipped with characteristics quite comparable to an iPhone that is executed in Apple’s patented iOS. When Android develops as an easily usable mobile operating system platform, Google gave the world’s phonemers a cheaper alternative to iOS. Deepseek seems to be returning the favor with an AI engine of cutting rate that can help proliferate the use of AGI, as well as the Asians seized on Android, while the iPhone centered on the US elite and high fine -profit. Another way of seeing Deepseek is to see him as an equivalent of the open source Linux operating system that challenged Windows at his best. Windows survived and grew with his own strategy, but Linux changed the way the industry behaves. It is still a great technological force behind the scene.
Deepseek ‘main’ challenges players
Understandably, the president of the United States, Donald Trump, called for the arrival of Deepsek a attention call for American giants. I want to call Depseek The Android of AI for its potential power to proliferate its use and challenge established technological leaders.
A key point is that AGI, who learns things and articulates expressions such as humans, needs a huge amount of processing power, which, in turn, consumes tons of electricity to make data volumes join in a cohesive way . Ai needs a lot of “training”; Advanced GPUs (graphic processing units) help you for high -speed mathematical calculations that feed automatic learning. Nvidia, once a leader in more humble graphics cards that improved the video or game experience on her PC, is today a leader in AI, thanks to her influence of GPU, which has helped her stock to grow 20 times in the last five years.
The Nvidia Wipeout
However, after Nvidia’s shares fell 17%, with $ 600 billion, in the elimination of a single larger day in history on Monday, the jury is available on whether several US plans. Investing hundreds of billions of dollars in companies linked to AI is an intelligent movement. Nvidia’s computer power is undeniable, but what Deepseek is demonstrating is that it can build a monster enough without necessarily having the best GPUs in its class. Their training methods also differ. Imagine as a puppy that can tame pets at cheaper speeds to do smarter things.
The market has recovered a little after Monday’s chaos, and one of the aforementioned reasons is the end user’s perspective on AI. Like you can buy a cheaper Thali Or an Android phone, Deepseek can make companies adopt the generative AI that can create content with more affordable budgets. And that is good for its results. As the UBS Investment Bank pointed out, the arrival of Deepseek implies that the AI applications and the intelligence layer that accompany them will increase at the expense of the enabling layer (GPU power) in terms of cost advantage.
China’s intelligent moment
That said, the United States still retains its leadership as the creator of central technologies that feed the AI revolution. But the moment of Deepseek’s liberation is such that President Trump can think twice before slapping commercial restrictions in China in some spheres, while investors will bet on their farms in the US Disseminate your bets.
AI, as a general phenomenon, is aimed at interesting moments.
(Madhavan Narayanan is a senior editor, writer and columnist with more than 30 years of experience, after working for Reuters, The Economic Times, Business Standard and Hindustan Times after starting in the Times of India group).
Discharge of responsibility: These are the author’s personal opinions
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