Masoko ya hisa ya Marekani yapoteza karibu Dola 1.2 Trilioni kwa ujio wa DeepSeek, Makampuni makubwa ya AI yaanza kuhaha

Masoko ya hisa ya Marekani yapoteza karibu Dola 1.2 Trilioni kwa ujio wa DeepSeek, Makampuni makubwa ya AI yaanza kuhaha

def_xcode said:
Hoja ni kuanzisha au hoja ni ipi mkuu? Maana kuna vitu vingi hakuanzisha mmarekani lakini akaja kuwa pioneer na hakuna aliyehoji hilo. Ngoja nikutajie baadhi.
Rocket engines, magari ni mjerumani.
Hivyo kuanzisha jambo moja, lakini kuiboresha na kuifanya iwe better ni jambo la msingi. Huwezi kumponda Henry Ford kuwa hakufanya lolote kwenye car industry kisa mvumbuzi wa gari ni Benz. Utakuwa ni kichaa tu.
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Watu wanashindwa kutofautisha kati ya invention na innovation

Unaweza kuwa inventor na ukaja kuzidiwa na innovator

Tuko dunia ya innovation

cc Marytina ​
 
Marytina said:
innovator bado ni US, Chinese are good in copying and modifying
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Alibaba nao wamekuja na Qwen 2.5 Max nayo ni 🔥🔥🔥

Yaani Mchina hataki kabisa kumpumzisha OpenAI
 
Xi Jinping said:
NASDAQ na S&P 500 ndio masoko ya hisa pendwa zaidi kwa makampuni ya teknolojia ya Marekani na nje ya Marekani

Makampuni kama NVIDIA (Marekani) designer wa AI GPU, TSML (Taiwan) watengenezaji wa chips za 3nm na 5nm kwa ajili ya AI, ASML (Nerthelands) watengenezaji wa EUV lithography machine for chip manufacturing ni miongoni mwa makampuni yaliyo registered NASDAQ na S&P 500.

Na mengine ni Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Tesla n.k

Siku 5 zilizopita DeepSeek walizindua rasmi AI ambayo ni bora kuliko zile za Marekani na mataifa mengine. Matokeo ni kwamba hilo limechangia kushuka kwa hisa za makampuni ya teknolojia ya AI katika soko la hisa la NASDAQ na S&P 500

Hisa za NVIDIA zimeshuka kwa 13.19% ambayo ni sawa na kupoteza $ 450 billion. Makampuni mengine ya teknolojia ya NASDAQ yameshuhudia kuporomoka kwa hisa zao mfano AVGO (-13.15%), TSML (-11.97%), ASML (-6.11%)​

View attachment 3215914
Kwa ujumla ndani ya masaa kadhaa tu NASDAQ na S&P 500 wamepoteza karibu $1.2 trillion kwa sababu ya ujio wa Mchina DeepSeek

Mpaka sasa DeepSeek imeipita ChatGPT kwa kupakuliwa zaidi na watumiaji wa vifaa vya Apple kwenye App Store.
​
'DeepSeek is an excellent AI advancement and a perfect example of Test Time Scaling. DeepSeek’s work illustrates how new models can be created using that technique, leveraging widely-available models and compute that is fully export control compliant.'
— NVIDIA statement on DeepSeek
​
Unapozungumzia Silicon Valley nchini Marekani unazungumzia eneo lililopo Northern California ni global center for high tech na innovation, mmoja wa wawekezaji na bilionea wa Silicon Valley naye katoa ya moyoni kuhusu DeepSeek
​
"DeepSeek's model is one of the most amazing and impressive breakthroughs I have ever seen, and as open source, a profound gift to the world."
— Marc Andreessen (American billionaire and Silicon Valley investor)
​
Mapema mwezi January refugeess wa TikTok nchini Marekani walihamia Xiaohongshu (RedNote), na sasa wanahami DeepSeek kutoka ChagGTP.

The past month has been really tough for those anti China fellows. Heartbreaking!
​
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Hiyo ni kawaida sana, wala hauhitaji kusubiri mwezi, just baada ya wiki utasikia deepseek wamepoteza.
Masoko ya sasa hivi yanategemea trending mitandaoni na masokoni, kati waliopakua deepseek wengi wameenda kujifunza inavyofanya kazi ili kuiringanisha na nyingine. Let's assume CRDB ipo Marekani, halafu Mkurugenzi wake akamgonga mbwa na gari, halafu ikagundulika aliendesha gari leseni ikiwa ime expire, kitendo hicho kingeiyumbisha bank sababu kwa taarifa hiyo ingepelekea wanahisa kibao kujiondoa na wateja kuihama.

Kwa dunia ya sasa kitendo cha watu kujiuliza tu na kutaka kuona inafanyeje tayari ni faida yenye matrilioni.

Kilchopelekea Deepseek ikimbiliwe nawatu na kuingiza faida kiasi hicho its because it showed how quickly it can catch up to the US AI industry by doing more with less than was previously believed possible.

Watu wakishajfunza hilo maisha yataendelea, maana hawajaenda mazima kbali nidadisi , maana hawa wa upande mwingine hawatalala.
 
PakiJinja said:
Hiyo ni kawaida sana, wala hauhitaji kusubiri mwezi, just baada ya wiki utasikia deepseek wamepoteza.
Masoko ya sasa hivi yanategemea trending mitandaoni na masokoni, kati waliopakua deepseek wengi wameenda kujifunza inavyofanya kazi ili kuiringanisha na nyingine. Let's assume CRDB ipo Marekani, halafu Mkurugenzi wake akamgonga mbwa na gari, halafu ikagundulika aliendesha gari leseni ikiwa ime expire, kitendo hicho kingeiyumbisha bank sababu kwa taarifa hiyo ingepelekea wanahisa kibao kujiondoa na wateja kuihama.

Kwa dunia ya sasa kitendo cha watu kujiuliza tu na kutaka kuona inafanyeje tayari ni faida yenye matrilioni.

Kilchopelekea Deepseek ikimbiliwe nawatu na kuingiza faida kiasi hicho its because it showed how quickly it can catch up to the US AI industry by doing more with less than was previously believed possible.

Watu wakishajfunza hilo maisha yataendelea, maana hawajaenda mazima kbali nidadisi , maana hawa wa upande mwingine hawatalala.
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Hiyo DeepSeek kama ikimantain hata kwa miezi sita trend yake,US ataipiga ban na ukiona hivyo basi kaa ukijua DeepSeek ni real deal.Sasa hivi US wanaisikilizia ila ikitoboa miezi sita lazima US na washirika wake wa EU waipige ban kwa kisingizio cha national security.

Ila DeepSeek imeleta mapinduzi makubwa sana kwenye gharama za kutengeneza hizi AI,maana mpaka sasa wawekezaji wanajiuliza how 5.6 m USD imetoa product bora,wakati wao wamewekeza billions of dollars kwa kitu kilekile kama cha Deepseek.
 
joseph1989 said:
Hiyo DeepSeek kama ikimantain hata kwa miezi sita trend yake,US ataipiga ban na ukiona hivyo basi kaa ukijua DeepSeek ni real deal.Sasa hivi US wanaisikilizia ila ikitoboa miezi sita lazima US na washirika wake wa EU waipige ban kwa kisingizio cha national security.

Ila DeepSeek imeleta mapinduzi makubwa sana kwenye gharama za kutengeneza hizi AI,maana mpaka sasa wawekezaji wanajiuliza how 5.6 m USD imetoa product bora,wakati wao wamewekeza billions of dollars kwa kitu kilekile kama cha Deepseek.
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Kati ya vitu vinaumiza kwenye Western invetion and innovation ni gharama, nadhani kuna mianya mingi ya kuhakikisha kia mtu anakula, kuanzia research, mpaka production, kuna mambo mengi sana here in between. Too much control nd bureaucracy.

Wakati lengo lao kuhakikisha kunakuwa na quality, hiyo husababisha gharama kuwa kubwa. China huwa hana mambo mengi mengi, kwanza muda wa research hana, anakuuliza tu kwamba je unaweza kufanya kama yule? Ukijibu ndiyo anakwambia fanya, kikubwa hiyo technoligy izingatia usalama na maslahi ya taifa, pia iweze kukusanya na kutuletea taarifa.
 
PakiJinja said:
China huwa hana mambo mengi mengi, kwanza muda wa research hana
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Hivi mzee unaweza kuandaa programs za AI bila kufanya research?

Inapohusu tafiti za kisayansi upande wa AI China ndio inaongoza duniani kwenye AI patents so far

Unajua kuwa mwaka 2024 China ilitumia 3% ya GDP yake kwenye R&D ambayo ni sawa na USD 496 billion?

Kwa sasa China inatumia more billions of dollars kuliko entire Europe kwenye research za tech na China is catching up with US inapokuja suala la R&D

Hivi wenzetu huwa mnafanyaga utafiti kabla ya kucomment?​
 
PakiJinja said:
Kati ya vitu vinaumiza kwenye Western invetion and innovation ni gharama
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China inaweza kufanya innovation kwa gharama ndogo kwa sababu tayari tech-industrial ecosystem na supply chain ya China imejitosheleza far better than za West ​
 
PakiJinja said:
Kati ya vitu vinaumiza kwenye Western invetion and innovation ni gharama, nadhani kuna mianya mingi ya kuhakikisha kia mtu anakula, kuanzia research, mpaka production, kuna mambo mengi sana here in between. Too much control nd bureaucracy.

Wakati lengo lao kuhakikisha kunakuwa na quality, hiyo husababisha gharama kuwa kubwa. China huwa hana mambo mengi mengi, kwanza muda wa research hana, anakuuliza tu kwamba je unaweza kufanya kama yule? Ukijibu ndiyo anakwambia fanya, kikubwa hiyo technoligy izingatia usalama na maslahi ya taifa, pia iweze kukusanya na kutuletea taarifa.
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Ila hamna App au IT devices yoyote ile ambayo haina backdoor.Kitendo cha kitumia hizi App,IT devices au tech yoyote ya IT basi kaa ukijua, nchi ambayo hiyo tech inatoka vyombo vyao vya usalama wana access na hiyo App or IT devices through backdoor.

China research center anazo nyingi sana,sawa anaweza asiwe mvumbuzi ila kwenye innovation China wapo vizuri sana. China kuna baadhi ya nchi walikuwa hawa muamini ila now China anauza magari kwa baadhi ya nchi za Ulaya,si hivyo kuna project za kujenga miundombinu za baadhi ya nchi za Ulaya China ndiye anaye tengeneza.
 
PakiJinja said:
Kilchopelekea Deepseek ikimbiliwe nawatu na kuingiza faida kiasi hicho its because it showed how quickly it can catch up to the US AI industry by doing more with less than was previously believed possible.
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Not how quickly catch up to the US AI industry, you are wrong

DeepSeek is an absolute world historical game changer kwenye AI

DeepSeek outperforms US entire AI industry​
 
Xi Jinping said:
Not how quickly catch up to the US AI industry, you are wrong

DeepSeek is an absolute world historical game changer kwenye AI

DeepSeek outperforms US entire AI industry​
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Ukisoma kwa mahaba ni sahihi kuongea hivyo. Ukweli ni kwamba te real game changer ni yule aliyeianzisha. Tofauti ya hicho unachoita 'Game Changer' ni gharama tu. Hayo mengine huenda watu walitaka kutengeneza faida kwanza kabla ya kuleta hicho kilicholetwa. Haimaanishi kwamba wao hawana uwezo wa kufanya hicho.
 
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