Nvidia株価が急落、中国のDeepSeekがAIモデル「R1」をリリース
Nvidiaは2020年3月以来の最悪の取引日を経験し、月曜日に株価が約17％急落し、時価総額が約5890億ドル減少しました。この売りは、中国のスタートアップであるDeepSeekが、OpenAIやGoogleなどの米国テック大手に匹敵する高度なAIモデル「R1」をリリースしたことが引き金となりました。DeepSeekは、そのモデルが米国の競合他社に比べてはるかに低コストで開発されたと主張しており、米国企業による巨額のAI支出の必要性について懸念が高まっています。
テクノロジー株が多くを占めるナスダックは3％以上下落し、Broadcom、AMD、TSMCなどの他のAI関連株も大きな損失を被りました。AIによるエネルギー需要の高まりを期待して急騰していたVistraやConstellation Energyなどのエネルギー株も同様に打撃を受けました。アナリストの見解は分かれており、一部は反応が過剰であると指摘する一方、他のアナリストは米国企業が効率性に注力するよう圧力がかかる可能性があると示唆しています。Nvidiaは声明で、DeepSeekを「優れたAIの進歩」と認めつつ、自社の技術に対する自信を維持しています。この売りは、AIインフラと支出の未来についての広範な議論を引き起こしています。
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