Nvidia Allegedly Involved in Development of DeepSeek AI Model
A U.S. congress member has claimed that technology giant Nvidia worked on the 'co-design' of Chinese AI company DeepSeek's language model. This allegation has reignited discussions about complex relationships in the global AI race and the intertwined nature of technology supply chains.
Nvidia-DeepSeek Collaboration Claim Sends Shockwaves Through Industry
A statement from the U.S. Congress has brought forward a claim that has deeply shaken the artificial intelligence and semiconductor sectors. A congress member alleged that American technology giant Nvidia played an active role in the 'co-design' process of the advanced language model developed by DeepSeek, a significant Chinese AI research company. This claim has revealed just how complex global technology competition and particularly sensitive collaborations in the AI field have become.
The Intertwined Nature of Technology Supply Chains
Nvidia holds a dominant position as the primary supplier of GPUs (Graphics Processing Units), which have become nearly standard worldwide for AI training and inference. Training large language models (LLMs) like DeepSeek requires intensive and prolonged use of thousands of high-performance Nvidia GPUs. This technical infrastructure dependency inevitably creates deep technical collaborations between hardware providers and software developers. The alleged 'co-design' process likely involves optimizing DeepSeek's software architecture to extract maximum performance from Nvidia hardware features (such as chiplet design, memory bandwidth, and NVLink connections).
Market Reactions and Impact on Stocks
Following the allegation, an immediate reaction was observed in financial markets. Particularly, Nvidia shares experienced a significant decline of approximately 18% in a single day. This sharp drop reflects investor concerns about potential regulatory intervention, sanction risks, or damage to the company's reputation within the context of U.S.-China technology tensions. Global demand for Nvidia GPUs, a critical component in training deep learning models, has been the fundamental driving force behind the company's extraordinary growth in recent years. The Chinese market constitutes a significant portion of this demand.
The volatility in technology stocks highlights the sensitivity of markets to geopolitical developments in the AI sector. Industry analysts suggest that such allegations could prompt stricter scrutiny of cross-border technology collaborations, potentially affecting future innovation partnerships. The incident underscores how deeply interconnected global AI development has become, where hardware optimization and software development often require close cooperation across international boundaries.
