Nvidia, Meta React as Deepseek violates AI and sends stocks

• Deepseek’s rise sent us technological shares that went on Monday morning, especially NVIDIA.
• The former CEO of Intel said Deepseek would expand the AI ​​market instead of reducing it.
• Meta has promised a new AI model of the “leading state of art” and promised more investment.

Technical leaders and their companies responded with admiration and insights after AI Company Deepseek launched its flagship a large language model, R1S

Just days after the launch of Deepseek, the app Dethron chat With the most downloads to The best free Apple apps Diagram, rivalry of Openai, Google and Meta systems, although developed in reported Part of their costs.

The rise of Chinese bootable AI founded by the manager of the Quant Hedge Fund Leang Venfen was followed by Harsh to Main AI and chip companies on US technology markets on Monday.

Nvidia, a leader in AI hardware, saw his shares immerse over 17% against the background of concern for Deepseek’s ability To achieve competitive results with less advanced and significantly more expensive hardware.

The shares of other technology giants, including Microsoft and Alphabet, also refused on Monday morning.

This is how the leaders of the Silicon Valley have replied to Deepseek so far.

Satya nadel

Nadela, CEO of Microsoft, published in LinkedIn on Monday that “Jevons Paradox He plays again, “referring to the concept that the greater efficiency in production often nourishes the greater demand.” As AI becomes more efficient and affordable, its acceptance will rise, turning it into an indispensable commodity, “he added S

Earlier last week, at the World Economic Forum in Davos, Nadela also said that other technology companies “have to take up development from China very, very seriously.”

Marcs andreats

Andreesse, the co -founder of Andresen Horowitz, praised the Deepseek R1 model and called it “one of the most amazing and impressive breakthroughs” and a “deep gift for the world” in the X post on Friday. On Sunday, a risk capitalist for the silicone valley – who advises President Trump on technology policy – continued to call the Deepseek R1 “Ai Sputnik’s moment”.

Pat Gelsinger

Gelsinger, the former CEO of Intel, challenged the Deepseek progress market, especially for the sale of AI Chip shares. He said the market “went wrong” and offered “dramatically cheaper” AI models to expand the market of AI apps rather than reduce it.

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Gelsinger also credits Chinese Deepseek engineers who “had limited resources and they had to find creative solutions.”

Yan leung

Lecun, a major scientist from AI for the main Meta AI study department, disputed the notion that China surpasses the US in AI in LinkedIn Post, arguing that the correct reading is “Open code models They go beyond their own. “

He commented that Deepseek “came up with new ideas and built them on the work of other people.”

Mark Zuckerberg

Despite Posted on Facebook On Friday, promising that a new version of Facebook Ai Model Family Llama will become the “leading state of the art model” when exit.

Llama is an AI model designed for natural language processing tasks such as text generation, translation and summary, which is promoted as an open code like Deepseek.

By taking more than 1.3 million graphics processors by the end of the year, he wrote that Meta “plans to invest $ 60-65 billion in Capex this year, while growing significantly our AI teams” and that the company has additional capital to He continued to invest in the next few years.

Meta did not immediately respond to a request for a comment.

Nvidia

In a NVIDIA spokesman, Business Insider said Deepseek was an “excellent AI progress and a perfect example of scaling test time”, illustrating how to use “widely available models and calculation, which is fully compatible with export control”. The spokesman added that to make the conclusion, he “requires a significant number of NVIDIA graphic processors and highly efficient networks.”

Jenson Huang, CEO of NVIDIA, has not reacted directly to Deepseek.