Hogar Noticias Trump: AI China Deepseek una 'llamada de atención' para la tecnología estadounidense después de la pérdida de $ 600B de NVIDIA

Trump: AI China Deepseek una 'llamada de atención' para la tecnología estadounidense después de la pérdida de $ 600B de NVIDIA

Mar 29,2025 Autor: Dylan

Donald Trump ha descrito el surgimiento del nuevo modelo de inteligencia artificial china, Deepseek, como una "llamada de atención" para la industria de la tecnología estadounidense. Esta declaración viene a raíz de Nvidia que experimenta una asombrosa caída de $ 600 mil millones en su valor de mercado.

El lanzamiento de Deepseek provocó una recesión significativa en las acciones de las empresas profundamente invertidas en inteligencia artificial. NVIDIA, líder en el mercado de GPU esencial para las operaciones de IA, vio sus acciones desplegables en un 16,86%, marcando la mayor pérdida de un solo día en la historia de Wall Street. Otros gigantes tecnológicos como Microsoft, Meta Platforms y la empresa matriz de Google Alphabet también enfrentaron disminuciones que van desde 2.1%a 4.2%, mientras que el fabricante del servidor de IA Dell Technologies cayó en un 8,7%.

Deepseek ha enviado ondas de choque a lo largo de la fiebre del oro de IA. Foto de Nicolas Tucat/AFP a través de Getty Images.

El modelo R1 de Deepseek se promociona como una alternativa rentable a las ofertas de IA occidentales como ChatGPT. Construido en el Deepseek-V3 de código abierto, según los informes, requiere significativamente menos potencia informática y fue capacitado a un costo estimado de solo $ 6 millones. Si bien algunos disputan estas afirmaciones, el impacto de Deepseek ha planteado preguntas sobre las inversiones masivas que las compañías tecnológicas estadounidenses están haciendo en la IA, lo que hace que los inversores sean inquietos. El modelo se convirtió rápidamente en la aplicación gratuita más descargada en los Estados Unidos, alimentada por las discusiones sobre su efectividad.

"[Deepseek] realiza tanto modelos principales en Silicon Valley y, en algunos casos, según sus afirmaciones, aún mejor", dijo Sheldon Fernández, cofundador de Darwinai, a CBC News. "Pero lo hicieron con una cantidad fraccional de los recursos, que es realmente lo que está llamando la atención en nuestra industria. En lugar de pagar OpenAi $ 20 al mes o $ 200 por mes para las últimas versiones avanzadas de estos modelos, [las personas] realmente pueden obtener estos tipos de características de forma gratuita. Por lo tanto, realmente genera gran parte del modelo comercial que muchas de estas compañías están en justificar sus valoraciones muy altas".

A pesar de la agitación del mercado, el presidente Trump intentó enmarcar la aparición de Deepseek positivamente para los Estados Unidos "en lugar de gastar miles y miles de millones, gastará menos y, con suerte, se le ocurrirá la misma solución", dijo, según lo informado por la BBC. "Si pudieras hacerlo más barato, si pudieras hacerlo [por] menos [y] llegar al mismo resultado final, creo que es algo bueno para nosotros", agregó Trump, enfatizando que Estados Unidos continuará liderando en el desarrollo de la IA.

A pesar del impacto de Deepseek, Nvidia sigue siendo un jugador formidable con un valor de mercado de $ 2.90 billones. La compañía lanzará las GPU RTX 5090 y RTX 5080 RTX 5080 a finales de esta semana, con consumidores ansiosos desafiando el frío de enero al campamento fuera de las tiendas con anticipación.

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