基于此,1月27日美股开盘后英伟达的股票就遭到了大量投资者的抛售,股价跌幅一度超过了18%,市值更是在一夜之间跌去了5000多亿美元,不仅如此,其他芯片股如博通、超威半导体的股价也同样跌幅巨大,甚至连制造芯片的台积电估计也在暴跌,纳斯达克市场总市值有望损失近2万亿美元,DeepSeek的出现就像是一只“黑天鹅”,直接搅得美股市场天翻地覆。
DeepSeek, a one-year-old startup, revealed a stunning capability: It presented a ChatGPT-like AI model called R1, which has all the familiar abilities, operating at a fraction of the cost of OpenAI’s, Google’s or Meta’s popular AI models. The company said it had spent just $5.6 million training its newest AI model, compared with the hundreds of millions or billions of dollars US companies spend on their AI technologies. The Wall Street Journal first reported the ultra-low cost.