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La IA china Deepseek plantea preocupaciones para la tecnología estadounidense

Authore: AaliyahActualizar:Feb 21,2025

La "llamada de atención" de Donald Trump con respecto al nuevo modelo de IA chino, Deepseek, sigue 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 líder del mercado de GPU crucial para la operación del modelo de IA, sufrió más, experimentando una caída de acciones del 16.86% récord. Microsoft, Meta, Alphabet y Dell Technologies también vieron disminuciones significativas.

La llegada de Deepseek ha sacudido la industria de la IA. Foto de Nicolas Tucat/AFP a través de Getty Images.
El modelo R1 de Deepseek se comercializa como una alternativa significativamente más asequible a las ofertas de IA occidentales como ChatGPT. Aprovechando el Deepseek-V3 de código abierto, según los informes, exige menos potencia informática y cuenta con un costo de capacitación estimado en solo $ 6 millones.

Aunque esta afirmación ha enfrentado un escrutinio, Deepseek ha planteado preguntas sobre las inversiones masivas que los gigantes tecnológicos estadounidenses están llegando a la IA, desconcertantes 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 sus capacidades.

Sheldon Fernández, cofundador de Darwinai, comentó a CBC News, afirmando que el rendimiento de Deepseek rivaliza con los principales modelos de Silicon Valley, que potencialmente los superan en ciertas áreas, pero utilizando una fracción de los recursos. Esto desafía los modelos comerciales de muchas compañías que justifican sus altas valoraciones, ya que los consumidores pueden acceder a características similares de forma gratuita en lugar de pagar tarifas de suscripción sustanciales.

Sin embargo, Trump ofreció una perspectiva más optimista, lo que sugiere que Deepseek podría ser beneficioso para los EE. UU. Al reducir los costos de desarrollo al tiempo que logran resultados comparables. Hizo hincapié en el potencial de ahorro de costos y mantuvo el dominio continuo de IA de los EE. UU.

A pesar del impacto de Deepseek, Nvidia sigue siendo una compañía de $ 2.90 billones. El próximo lanzamiento de las GPU RTX 5090 y RTX 5080 está generando una inmensa anticipación, con los consumidores que ya se alinean en el frío para asegurar estas tarjetas gráficas muy buscadas.

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