Two world-shaking debuts

The world technology market was shaken at the beginning of the new year 2025 and also the beginning of the new year At Ty after 2 "earthquakes" with the rapid launch of 2 Chinese artificial intelligence (AI) models that surpassed the famous American platforms in the past 2 years.

On the morning of January 27, a young AI company with less than 200 employees in Hangzhou, China shook the global technology market and shocked Silicon Valley - the global center of technology innovation, located in the South San Francisco Bay Area of ​​California.

DeepSeek - a name that was first known and became a "blockbuster" that launched a knockout blow to American Big Tech giants such as Nvida, Microsoft, Google, OpenAI... with AI models that are not inferior to today's leading AI models such as ChatGPT or competitor Claude... but the development cost is extremely low, only a fraction of the super expensive AI models of the above American giants.

DeepSeek does not need to use powerful chip combinations from Nvidia (USA) while still achieving outstanding performance.

DeepSeek's DeepSeek-V3 was released on January 10, but by January 27 it had topped the free chart on the Apple App Store, surpassing ChatGPT in the US, challenging the US's leading position in the AI ​​field.

On January 20, DeepSeek launched a newer model, DeepSeek-R1, which applies the chain of thought method, allowing for continuous re-evaluation of logic while working, thereby helping to solve more complex tasks with high accuracy.

Not only that, while the DeepSeek shock has not yet calmed the US government and the world's leading technology corporations, on January 29 (the first day of Lunar New Year) the giant Alibaba launched an AI model "superior to DeepSeek".

Alibaba’s decision was considered unexpected and was made in the face of the sudden popularity of DeepSeek, an AI startup that had never been known in the world. The “storm” of DeepSeek may have forced domestic competitors like Alibaba to speed up the development and launch of their products.

The two shocks have put enormous pressure on international tech giants. Immediately after DeepSeek made a big splash, the stock price of the world's largest chipmaker Nvidia fell nearly 17% in the session on January 27, then recovered slightly and fell another 5% when Alibaba announced the launch of Qwen 2.5-Max.

After two "knockouts", America was shaken with a series of urgent meetings taking place from the White House to technology companies.

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The US-China technology war is getting fiercer. Photo: CI

What is the future for the world's AI industry?

US President Donald Trump asserted that the sudden rise of Chinese artificial intelligence application DeepSeek "should be a wakeup call" for American technology companies.

According to Meta CEO Mark Zuckerberg, it is still too early to assess the impact of DeepSeek's groundbreaking AI model on Meta and the tech industry in general.

During the fourth-quarter earnings call, Mark Zuckerberg asserted that Meta had dismissed the possibility that the company would cut spending on AI, despite DeepSeek demonstrating that developing advanced AI could cost far less money and computing resources than previously thought.

Provisional assessments after a series of meetings in the US show that the US still has many strengths in the AI ​​war, but its position is no longer overwhelming. The trillion-dollar AI market is facing huge changes.

US President Donald Trump said he still expects American technology companies to continue to maintain their leading position in the field of artificial intelligence.

The sudden rise of DeepSeek and then Alibaba’s Qwen 2.5-Max is no longer a wake-up call. The technology war, in the field of AI, may have entered a new phase. China is rising strongly in the field of AI and is no longer considered a follower. Not only the giants Alibaba, Baidu, ByteDance, but also very small Chinese enterprises can join the AI ​​technology race when investment costs are significantly reduced, making the global AI market more and more competitive.

These changes may force the world's leading giants such as OpenAI, Meta, Google, Microsoft... to adjust their investment strategies.

If previously, American technology corporations invested in AI factories and data factories with tens of thousands of Nvidia super chips, now they will have to focus on improving algorithms to help reduce costs, operate faster and more efficiently to maintain their position in the face of China's strong rise.

The Western model of investing billions of dollars, hundreds of billions of dollars, is probably no longer entirely suitable.

The emergence of Chinese AI startups may also reduce the flow of money to US tech giants. Observers question the effectiveness of US technology export restrictions. The Biden administration has imposed strict regulations on chip exports to China, but DeepSeek shows that it can still break out.

Why China's DeepSeek shocked the world, will the US AI stock bubble burst? China's artificial intelligence (AI) startup DeepSeek has just launched and overwhelmed ChatGPT, causing a stir in the world's technology community and possibly causing the US tech stock bubble to burst.