{"id":24777,"date":"2025-05-03T21:28:22","date_gmt":"2025-05-03T21:28:22","guid":{"rendered":"https:\/\/mon-agent-ia.fr\/blog\/?p=24777"},"modified":"2025-05-03T21:28:24","modified_gmt":"2025-05-03T21:28:24","slug":"mo-hinh-mang-tinh-cach-mang-cua-deepseek-lam-rung-chuyen-openai-va-de-doa-nvidia-thi-truong-chung-khoan-lao-doc-va-giai-thich-ve-hien-tuong-cong-nghe-nay","status":"publish","type":"post","link":"https:\/\/mon-agent-ia.fr\/blog\/vi\/mo-hinh-mang-tinh-cach-mang-cua-deepseek-lam-rung-chuyen-openai-va-de-doa-nvidia-thi-truong-chung-khoan-lao-doc-va-giai-thich-ve-hien-tuong-cong-nghe-nay\/","title":{"rendered":"M\u00f4 h\u00ecnh mang t\u00ednh c\u00e1ch m\u1ea1ng c\u1ee7a DeepSeek l\u00e0m rung chuy\u1ec3n OpenAI v\u00e0 \u0111e d\u1ecda Nvidia: th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n lao d\u1ed1c v\u00e0 gi\u1ea3i th\u00edch v\u1ec1 hi\u1ec7n t\u01b0\u1ee3ng c\u00f4ng ngh\u1ec7 n\u00e0y"},"content":{"rendered":"<p class=\"wp-block-paragraph\">S\u1ef1 ra m\u1eaft c\u1ee7a m\u00f4 h\u00ecnh DeepSeek R1 mang t\u00ednh c\u00e1ch m\u1ea1ng \u0111\u00e3 l\u00e0m ch\u1ea5n \u0111\u1ed9ng ng\u00e0nh tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, g\u00e2y ra ph\u1ea3n \u1ee9ng d\u00e2y chuy\u1ec1n tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n, bao g\u1ed3m c\u1ea3 s\u1ef1 s\u1ee5t gi\u1ea3m t\u1ea1m th\u1eddi c\u1ee7a c\u1ed5 phi\u1ebfu Nvidia. T\u00ecnh h\u00ecnh n\u00e0y l\u00e0m n\u1ed5i b\u1eadt s\u1ef1 c\u0103ng th\u1eb3ng ng\u00e0y c\u00e0ng t\u0103ng gi\u1eefa \u0111\u1ed5i m\u1edbi c\u00f4ng ngh\u1ec7 v\u00e0 \u0111\u1ed9ng l\u1ef1c th\u1ecb tr\u01b0\u1eddng t\u00e0i ch\u00ednh. Trong b\u1ed1i c\u1ea3nh c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i gi\u1eefa Hoa K\u1ef3 v\u00e0 Trung Qu\u1ed1c, cu\u1ed9c c\u1ea1nh tranh m\u1edbi gi\u1eefa DeepSeek v\u00e0 OpenAI \u0111\u1eb7t ra nh\u1eefng v\u1ea5n \u0111\u1ec1 quan tr\u1ecdng cho t\u01b0\u01a1ng lai c\u1ee7a c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 cao.<\/p>\n\n<h2 class=\"wp-block-heading\">DeepSeek: S\u1ef1 \u0111\u1ed5i m\u1edbi \u0111ang \u0111\u1ecbnh h\u00ecnh l\u1ea1i b\u1ed1i c\u1ea3nh AI<\/h2>\n\n<p class=\"wp-block-paragraph\">V\u00e0o th\u00e1ng 1 n\u0103m nay, DeepSeek \u0111\u00e3 gi\u1edbi thi\u1ec7u m\u1eabu R1 c\u1ee7a m\u00ecnh, \u0111\u01b0a t\u00ean tu\u1ed5i c\u1ee7a c\u00f4ng ty l\u00ean h\u00e0ng \u0111\u1ea7u trong c\u00e1c cu\u1ed9c th\u1ea3o lu\u1eadn v\u1ec1 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o. Kh\u00f4ng gi\u1ed1ng nh\u01b0 c\u00e1c m\u00f4 h\u00ecnh truy\u1ec1n th\u1ed1ng ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o ph\u1ea7n c\u1ee9ng, DeepSeek \u0111\u00e3 \u00e1p d\u1ee5ng ph\u01b0\u01a1ng ph\u00e1p ti\u1ebfp c\u1eadn ch\u00fa tr\u1ecdng v\u00e0o ph\u1ea7n m\u1ec1m. \u0110i\u1ec1u n\u00e0y cho ph\u00e9p c\u00f4ng ty cung c\u1ea5p m\u1ee9c gi\u00e1 API c\u1ef1c k\u1ef3 c\u1ea1nh tranh.<\/p>\n\n<h3 class=\"wp-block-heading\">C\u00e1c t\u00ednh n\u0103ng ch\u00ednh c\u1ee7a m\u00f4 h\u00ecnh R1<\/h3>\n\n<p class=\"wp-block-paragraph\">M\u1eabu R1 n\u1ed5i b\u1eadt v\u1edbi m\u1ed9t s\u1ed1 kh\u00eda c\u1ea1nh mang t\u00ednh c\u00e1ch m\u1ea1ng: <\/p>\n\n<ul class=\"wp-block-list\"><li><strong>Hi\u1ec7u su\u1ea5t \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a:<\/strong> S\u1eed d\u1ee5ng c\u00e1c ph\u01b0\u01a1ng ph\u00e1p ti\u00ean ti\u1ebfn, R1 \u0111\u1ea1t \u0111\u01b0\u1ee3c hi\u1ec7u su\u1ea5t t\u01b0\u01a1ng t\u1ef1 OpenAI v\u1edbi logic t\u00ednh to\u00e1n t\u1ed1i gi\u1ea3n.<\/li><li><strong>Gi\u1ea3m chi ph\u00ed:<\/strong> Ph\u00ed ch\u1ec9 \u0111\u1ea1t 0,55 euro cho m\u1ed9t tri\u1ec7u token \u0111\u1ea7u v\u00e0o v\u00e0 2,19 euro cho m\u1ed9t tri\u1ec7u token \u0111\u1ea7u ra, khi\u1ebfn m\u00f4 h\u00ecnh n\u00e0y tr\u1edf n\u00ean c\u1ef1c k\u1ef3 h\u1ea5p d\u1eabn \u0111\u1ed1i v\u1edbi c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n AI.<\/li><li><strong>C\u00e1c chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ed5i m\u1edbi:<\/strong> C\u1ea3i thi\u1ec7n giao ti\u1ebfp gi\u1eefa c\u00e1c chip v\u00e0 s\u1eed d\u1ee5ng h\u1ecdc t\u0103ng c\u01b0\u1eddng gi\u00fap t\u1ed1i \u01b0u h\u00f3a hi\u1ec7u su\u1ea5t trong khi ki\u1ec3m so\u00e1t t\u00e0i nguy\u00ean.<\/li><\/ul>\n\n<p class=\"wp-block-paragraph\">Di\u1ec5n bi\u1ebfn n\u00e0y \u0111\u00e3 l\u00e0m d\u1ea5y l\u00ean nh\u1eefng lo ng\u1ea1i nghi\u00eam tr\u1ecdng t\u1ea1i Nvidia, khi c\u1ed5 phi\u1ebfu c\u1ee7a c\u00f4ng ty n\u00e0y \u0111\u00e3 gi\u1ea3m t\u1ea1m th\u1eddi 17% sau khi c\u00f4ng b\u1ed1 m\u1eabu m\u00e1y n\u00e0y. S\u1ed1 li\u1ec7u th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n cho th\u1ea5y s\u1ef1 bi\u1ebfn \u0111\u1ed9ng \u0111\u00e1ng k\u1ec3 trong ng\u00e0nh khi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u00e1nh gi\u00e1 l\u1ea1i \u0111\u1ecbnh gi\u00e1 c\u1ee7a c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 tr\u01b0\u1edbc s\u1ef1 c\u1ea1nh tranh kh\u1ed1c li\u1ec7t m\u1edbi n\u00e0y.<\/p>\n\n<h3 class=\"wp-block-heading\">T\u00e1c \u0111\u1ed9ng \u0111\u1ebfn Nvidia v\u00e0 th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n<\/h3>\n\n<p class=\"wp-block-paragraph\">V\u1edbi s\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a DeepSeek, Nvidia th\u1ea5y m\u00ecnh \u0111ang \u1edf trong t\u00ecnh th\u1ebf kh\u00f3 kh\u0103n. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch lo ng\u1ea1i v\u1ec1 kh\u1ea3 n\u0103ng nhu c\u1ea7u v\u1ec1 GPU, v\u1ed1n r\u1ea5t quan tr\u1ecdng \u0111\u1ed1i v\u1edbi c\u00e1c \u1ee9ng d\u1ee5ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, s\u1ebd gi\u1ea3m. Th\u1eadt v\u1eady, n\u1ebfu c\u00e1c gi\u1ea3i ph\u00e1p c\u1ee7a DeepSeek \u0111\u00f2i h\u1ecfi \u00edt t\u00e0i nguy\u00ean h\u01a1n, \u0111i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn doanh s\u1ed1 b\u00e1n h\u00e0ng c\u1ee7a Nvidia trong d\u00e0i h\u1ea1n.<\/p>\n\n<figure class=\"wp-block-table\"><table>\n<thead>\n<tr>\n<th>Y\u1ebfu t\u1ed1<\/th>\n<th>T\u00ecm ki\u1ebfm s\u00e2u R1<\/th>\n<th>GPU Nvidia<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Chi ph\u00ed cho m\u1ed7i tri\u1ec7u m\u00e3 th\u00f4ng b\u00e1o nh\u1eadp c\u1ea3nh<\/td>\n<td>0,55 \u20ac<\/td>\n<td>Trung b\u00ecnh \u20ac15<\/td>\n<\/tr>\n<tr>\n<td>Chi ph\u00ed cho m\u1ed7i tri\u1ec7u token \u0111\u1ea7u ra<\/td>\n<td>2,19 \u20ac<\/td>\n<td>Trung b\u00ecnh \u20ac60<\/td>\n<\/tr>\n<tr>\n<td>C\u00e1ch ti\u1ebfp c\u1eadn c\u00f4ng ngh\u1ec7<\/td>\n<td>Ph\u1ea7n m\u1ec1m t\u1ed1i \u01b0u<\/td>\n<td>S\u1ef1 ph\u1ee5 thu\u1ed9c v\u1eadt ch\u1ea5t<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/figure>\n\n<h2 class=\"wp-block-heading\">C\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i v\u00e0 t\u00e1c \u0111\u1ed9ng c\u1ee7a ch\u00fang \u0111\u1ebfn ng\u00e0nh c\u00f4ng ngh\u1ec7<\/h2>\n\n<p class=\"wp-block-paragraph\">C\u0103ng th\u1eb3ng gi\u1eefa Hoa K\u1ef3 v\u00e0 Trung Qu\u1ed1c leo thang trong nhi\u1ec1u th\u00e1ng qua \u0111ang t\u1ea1o ra b\u1ea7u kh\u00f4ng kh\u00ed b\u1ea5t \u1ed5n cho c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7. C\u00e1c h\u1ea1n ch\u1ebf v\u1ec1 giao d\u1ecbch c\u00f4ng ngh\u1ec7 nh\u1ea1y c\u1ea3m v\u00e0 vi\u1ec7c ph\u00e1t tri\u1ec3n c\u00e1c ti\u00eau chu\u1ea9n b\u1ea3o m\u1eadt m\u1edbi \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 v\u00e0 t\u0103ng tr\u01b0\u1edfng c\u1ee7a c\u00e1c c\u00f4ng ty nh\u01b0 Nvidia.<\/p>\n\n<h3 class=\"wp-block-heading\">M\u1ed9t s\u1ef1 c\u1ea1nh tranh \u0111\u1ecbnh ngh\u0129a l\u1ea1i c\u00e1c chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0<\/h3>\n\n<p class=\"wp-block-paragraph\">M\u00f4i tr\u01b0\u1eddng c\u0103ng th\u1eb3ng n\u00e0y \u0111ang th\u00fac \u0111\u1ea9y c\u00e1c c\u00f4ng ty xem x\u00e9t l\u1ea1i c\u00e1ch ti\u1ebfp c\u1eadn th\u01b0\u01a1ng m\u1ea1i c\u1ee7a m\u00ecnh. Nh\u1eefng h\u1ea1n ch\u1ebf qua l\u1ea1i v\u00e0 t\u00ecnh h\u00ecnh ch\u00ednh tr\u1ecb b\u1ea5t \u1ed5n \u0111ang bu\u1ed9c c\u00e1c c\u00f4ng ty ph\u1ea3i t\u00ecm hi\u1ec3u c\u00e1c th\u1ecb tr\u01b0\u1eddng thay th\u1ebf ho\u1eb7c d\u1ef1a v\u00e0o c\u00e1c m\u1ed1i quan h\u1ec7 \u0111\u1ed1i t\u00e1c ch\u1eb7t ch\u1ebd h\u01a1n.<\/p>\n\n<ul class=\"wp-block-list\"><li><strong>Chi\u1ebfn l\u01b0\u1ee3c b\u1ea3n \u0111\u1ecba h\u00f3a:<\/strong> C\u00e1c c\u00f4ng ty ng\u00e0y c\u00e0ng c\u00e2n nh\u1eafc vi\u1ec7c chuy\u1ec3n m\u1ed9t s\u1ed1 nh\u00f3m s\u1ea3n xu\u1ea5t ho\u1eb7c nghi\u00ean c\u1ee9u c\u1ee7a m\u00ecnh trong ph\u1ea1m vi bi\u00ean gi\u1edbi qu\u1ed1c gia \u0111\u1ec3 gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c: m\u1ed9t ph\u1ea3n \u1ee9ng t\u1ee9c th\u1eddi tr\u01b0\u1edbc s\u1ef1 bi\u1ebfn \u0111\u1ed9ng c\u1ee7a th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf.<\/li><li><strong>\u0110\u1ea7u t\u01b0 v\u00e0o nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n:<\/strong> Khi c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i gia t\u0103ng, c\u00e1c c\u00f4ng ty \u0111ang nh\u1ea5n m\u1ea1nh v\u00e0o s\u1ef1 \u0111\u1ed5i m\u1edbi \u0111\u1ec3 duy tr\u00ec kh\u1ea3 n\u0103ng c\u1ea1nh tranh.<\/li><li><strong>H\u1ee3p t\u00e1c chi\u1ebfn l\u01b0\u1ee3c:<\/strong> S\u1ef1 li\u00ean minh gi\u1eefa c\u00e1c c\u00f4ng ty nh\u1eb1m chia s\u1ebb t\u00e0i nguy\u00ean v\u00e0 c\u00f4ng ngh\u1ec7 m\u1edbi \u0111ang ng\u00e0y c\u00e0ng tr\u1edf n\u00ean ph\u1ed5 bi\u1ebfn.<\/li><\/ul>\n\n<h3 class=\"wp-block-heading\">\u00dd ngh\u0129a \u0111\u1ed1i v\u1edbi t\u01b0\u01a1ng lai c\u1ee7a th\u1ecb tr\u01b0\u1eddng c\u00f4ng ngh\u1ec7<\/h3>\n\n<p class=\"wp-block-paragraph\">S\u1ef1 c\u1ea1nh tranh gi\u1eefa c\u00e1c g\u00e3 kh\u1ed5ng l\u1ed3 v\u1ec1 AI, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi nh\u1eefng \u0111\u1ed5i m\u1edbi nh\u01b0 DeepSeek, c\u00f3 th\u1ec3 th\u00fac \u0111\u1ea9y nh\u1eadn th\u1ee9c s\u00e2u s\u1eafc h\u01a1n v\u1ec1 c\u00e1c v\u1ea5n \u0111\u1ec1 \u0111\u1ea1o \u0111\u1ee9c, th\u01b0\u01a1ng m\u1ea1i v\u00e0 \u0111\u1ecba ch\u00ednh tr\u1ecb. \u0110\u1ed9ng th\u00e1i n\u00e0y \u0111ang th\u00fac \u0111\u1ea9y c\u00e1c ch\u00ednh ph\u1ee7 tham gia nhi\u1ec1u h\u01a1n, t\u00ecm c\u00e1ch b\u1ea3o v\u1ec7 ng\u00e0nh c\u00f4ng nghi\u1ec7p v\u00e0 t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n c\u1ee7a ch\u00ednh h\u1ecd.<\/p>\n\n<h2 class=\"wp-block-heading\">Quan \u0111i\u1ec3m \u0111\u1ea7u t\u01b0 thay th\u1ebf tr\u01b0\u1edbc s\u1ef1 bi\u1ebfn \u0111\u1ed9ng<\/h2>\n\n<p class=\"wp-block-paragraph\">\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, s\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a DeepSeek v\u00e0 t\u00e1c \u0111\u1ed9ng l\u00ean Nvidia v\u1eeba mang t\u00ednh r\u1ee7i ro v\u1eeba mang t\u00ednh c\u01a1 h\u1ed9i. \u0110\u1ec3 \u0111i\u1ec1u h\u01b0\u1edbng trong b\u1ed1i c\u1ea3nh c\u00f4ng ngh\u1ec7 n\u00e0y \u0111\u00f2i h\u1ecfi ph\u1ea3i hi\u1ec3u bi\u1ebft s\u00e2u s\u1eafc v\u1ec1 c\u00e1c xu h\u01b0\u1edbng \u0111\u1ed5i m\u1edbi.<\/p>\n\n<h3 class=\"wp-block-heading\">C\u00e1c l\u1ef1a ch\u1ecdn thay th\u1ebf cho danh m\u1ee5c \u0111\u1ea7u t\u01b0 \u1ed5n \u0111\u1ecbnh<\/h3>\n\n<p class=\"wp-block-paragraph\">Tr\u01b0\u1edbc s\u1ef1 bi\u1ebfn \u0111\u1ed9ng c\u1ee7a l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7, m\u1ed9t s\u1ed1 nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111ang t\u1eadp trung v\u00e0o c\u00e1c gi\u1ea3i ph\u00e1p \u0111\u1ea7u t\u01b0 \u00edt bi\u1ebfn \u0111\u1ed9ng h\u01a1n. V\u00ed d\u1ee5, danh m\u1ee5c \u0111\u1ea7u t\u01b0 Trefis High Quality t\u1eadp trung v\u00e0o c\u00e1c c\u1ed5 phi\u1ebfu ch\u1ea5t l\u01b0\u1ee3ng cao c\u00f3 xu h\u01b0\u1edbng mang l\u1ea1i s\u1ef1 \u1ed5n \u0111\u1ecbnh t\u01b0\u01a1ng \u0111\u1ed1i.<\/p>\n\n<ul class=\"wp-block-list\"><li><strong>L\u1ee3i nhu\u1eadn c\u1ea1nh tranh:<\/strong> V\u1edbi m\u1ee9c l\u1ee3i nhu\u1eadn h\u01a1n 91% k\u1ec3 t\u1eeb khi th\u00e0nh l\u1eadp, danh m\u1ee5c \u0111\u1ea7u t\u01b0 n\u00e0y \u0111\u00e3 v\u01b0\u1ee3t tr\u1ed9i h\u01a1n S&amp;P 500.<\/li><li><strong>S\u1ef1 \u1ed5n \u0111\u1ecbnh trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng kh\u00f3 l\u01b0\u1eddng:<\/strong> B\u1eb1ng c\u00e1ch t\u1eadp trung v\u00e0o c\u00e1c c\u1ed5 phi\u1ebfu c\u00f3 kh\u1ea3 n\u0103ng ph\u1ee5c h\u1ed3i, lo\u1ea1i danh m\u1ee5c \u0111\u1ea7u t\u01b0 n\u00e0y cho ph\u00e9p c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 v\u01b0\u1ee3t qua giai \u0111o\u1ea1n b\u1ea5t \u1ed5n trong khi v\u1eabn t\u1eadn d\u1ee5ng \u0111\u01b0\u1ee3c s\u1ef1 t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n.<\/li><\/ul>\n\n<figure class=\"wp-block-table\"><table>\n<thead>\n<tr>\n<th>Lo\u1ea1i h\u00ecnh \u0111\u1ea7u t\u01b0<\/th>\n<th>s\u1ea3n l\u01b0\u1ee3ng \u01b0\u1edbc t\u00ednh<\/th>\n<th>Bi\u1ebfn \u0111\u1ed9ng<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>V\u00ed Trefis ch\u1ea5t l\u01b0\u1ee3ng cao<\/td>\n<td>91%<\/td>\n<td>Y\u1ebfu \u0111u\u1ed1i<\/td>\n<\/tr>\n<tr>\n<td>C\u1ed5 phi\u1ebfu c\u00f4ng ngh\u1ec7 (v\u00ed d\u1ee5: Nvidia)<\/td>\n<td>Bi\u1ebfn<\/td>\n<td>Cao<\/td>\n<\/tr>\n<tr>\n<td>\u0110\u1ea7u t\u01b0 tr\u00e1i phi\u1ebfu<\/td>\n<td>4-5%<\/td>\n<td>R\u1ea5t y\u1ebfu<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/figure>\n\n<p class=\"wp-block-paragraph\">V\u1edbi s\u1ef1 hi\u1ec3u bi\u1ebft s\u00e2u s\u1eafc v\u1ec1 xu h\u01b0\u1edbng \u0111\u1ed5i m\u1edbi v\u00e0 \u0111\u1ed9ng l\u1ef1c th\u1ecb tr\u01b0\u1eddng, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 c\u01a1 h\u1ed9i t\u1eadn d\u1ee5ng nh\u1eefng ph\u00e1t tri\u1ec3n trong l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7. Kh\u1ea3 n\u0103ng th\u00edch \u1ee9ng nhanh v\u1edbi c\u00e1c m\u00f4 h\u00ecnh m\u1edbi, nh\u01b0 DeepSeek, c\u00f3 th\u1ec3 \u0111\u00f3ng vai tr\u00f2 quy\u1ebft \u0111\u1ecbnh \u0111\u1ed1i v\u1edbi t\u01b0\u01a1ng lai c\u1ee7a c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0.<\/p>\n\n<h2 class=\"wp-block-heading\">Suy ngh\u0129 v\u1ec1 t\u01b0\u01a1ng lai c\u1ee7a th\u1ecb tr\u01b0\u1eddng c\u00f4ng ngh\u1ec7<\/h2>\n\n<p class=\"wp-block-paragraph\">S\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a DeepSeek ch\u1ec9 m\u1edbi b\u1eaft \u0111\u1ea7u \u0111\u1ecbnh h\u00ecnh b\u1ed1i c\u1ea3nh c\u00f4ng ngh\u1ec7. Khi n\u1ec1n kinh t\u1ebf to\u00e0n c\u1ea7u v\u00e0 th\u1ecb tr\u01b0\u1eddng AI ph\u00e1t tri\u1ec3n, nhi\u1ec1u c\u00e2u h\u1ecfi \u0111\u01b0\u1ee3c \u0111\u1eb7t ra: Nh\u1eefng c\u00f4ng ty l\u00e2u \u0111\u1eddi nh\u01b0 Nvidia s\u1ebd ph\u1ea3n \u1ee9ng th\u1ebf n\u00e0o \u0111\u1ec3 duy tr\u00ec kh\u1ea3 n\u0103ng c\u1ea1nh tranh c\u1ee7a m\u00ecnh? Nh\u1eefng c\u1ea3i ti\u1ebfn m\u1edbi n\u00e0o \u0111ang ch\u1edd \u0111\u00f3n ch\u00fang ta \u1edf ph\u00eda tr\u01b0\u1edbc?<\/p>\n\n<h3 class=\"wp-block-heading\">\u0110\u1ed5i m\u1edbi ho\u1eb7c bi\u1ebfn m\u1ea5t: Th\u1ebf ti\u1ebfn tho\u00e1i l\u01b0\u1ee1ng nan c\u1ee7a nh\u1eefng g\u00e3 kh\u1ed5ng l\u1ed3 AI<\/h3>\n\n<p class=\"wp-block-paragraph\">\u0110\u1ec3 duy tr\u00ec kh\u1ea3 n\u0103ng c\u1ea1nh tranh, c\u00e1c c\u00f4ng ty l\u1edbn ph\u1ea3i xem x\u00e9t l\u1ea1i chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a m\u00ecnh. S\u1ef1 \u0111\u1ed5i m\u1edbi nhanh ch\u00f3ng v\u00e0 t\u00ednh linh ho\u1ea1t c\u1ee7a t\u1ed5 ch\u1ee9c s\u1ebd r\u1ea5t c\u1ea7n thi\u1ebft trong b\u1ed1i c\u1ea3nh n\u00e0y. Kh\u1ea3 n\u0103ng th\u00edch \u1ee9ng s\u1ebd l\u00e0 y\u1ebfu t\u1ed1 t\u1ea1o n\u00ean s\u1ef1 kh\u00e1c bi\u1ec7t trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng ng\u00e0y c\u00e0ng do AI th\u00fac \u0111\u1ea9y.<\/p>\n\n<p class=\"wp-block-paragraph\">Cu\u1ed9c c\u1ea1nh tranh gi\u1eefa OpenAI v\u00e0 DeepSeek c\u00f3 th\u1ec3 m\u1edf ra m\u1ed9t k\u1ef7 nguy\u00ean m\u1edbi c\u1ee7a c\u00e1c gi\u1ea3i ph\u00e1p mang t\u00ednh c\u00e1ch m\u1ea1ng c\u00f3 th\u1ec3 t\u00e1c \u0111\u1ed9ng \u0111\u00e1ng k\u1ec3 \u0111\u1ebfn th\u1ecb tr\u01b0\u1eddng. Trong c\u01a1n l\u1ed1c \u0111\u1ed5i m\u1edbi v\u00e0 c\u1ea1nh tranh n\u00e0y, \u0111i\u1ec1u c\u1ea7n thi\u1ebft l\u00e0 c\u00e1c nh\u00e0 l\u00e3nh \u0111\u1ea1o ng\u00e0nh ph\u1ea3i lu\u00f4n c\u1ea3nh gi\u00e1c.<\/p>\n\n<h3 class=\"wp-block-heading\">H\u01b0\u1edbng t\u1edbi t\u01b0\u01a1ng lai h\u1ee3p t\u00e1c hay c\u1ea1nh tranh?<\/h3>\n\n<p class=\"wp-block-paragraph\">B\u1ea5t k\u1ec3 cu\u1ed9c c\u1ea1nh tranh n\u00e0y di\u1ec5n ra theo h\u01b0\u1edbng n\u00e0o th\u00ec c\u00e2u h\u1ecfi v\u1eabn l\u00e0: li\u1ec7u ng\u00e0nh c\u00f4ng ngh\u1ec7 c\u00f3 ph\u00e1t tri\u1ec3n theo h\u01b0\u1edbng h\u1ee3p t\u00e1c h\u01a1n gi\u1eefa c\u00e1c c\u00f4ng ty hay kh\u00f4ng? Hay s\u1ef1 c\u1ea1nh tranh n\u00e0y ch\u1ec9 l\u00e0m t\u0103ng c\u01b0\u1eddng cu\u1ed9c ch\u1ea1y \u0111ua \u0111\u1ed5i m\u1edbi, g\u00e2y t\u1ed5n h\u1ea1i \u0111\u1ebfn m\u1ecdi h\u00ecnh th\u1ee9c h\u1ee3p t\u00e1c?<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>S\u1ef1 ra m\u1eaft c\u1ee7a m\u00f4 h\u00ecnh DeepSeek R1 mang t\u00ednh c\u00e1ch m\u1ea1ng \u0111\u00e3 l\u00e0m ch\u1ea5n \u0111\u1ed9ng ng\u00e0nh tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, g\u00e2y ra ph\u1ea3n \u1ee9ng d\u00e2y chuy\u1ec1n tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n, bao g\u1ed3m c\u1ea3 s\u1ef1 s\u1ee5t gi\u1ea3m t\u1ea1m th\u1eddi c\u1ee7a c\u1ed5 phi\u1ebfu Nvidia. T\u00ecnh h\u00ecnh n\u00e0y l\u00e0m n\u1ed5i b\u1eadt s\u1ef1 c\u0103ng th\u1eb3ng ng\u00e0y c\u00e0ng [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":24695,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1560],"tags":[9388,1330,290,45554,1563],"class_list":["post-24777","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc-tri-tue-nhan-tao-vi","tag-cuoc-cach-mang-cong-nghe-vi","tag-nvidia-vi","tag-openai-vi","tag-thi-truong-chung-khoan-lao-doc-vi","tag-tim-kiem-sau-sac-vi"],"_links":{"self":[{"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/posts\/24777","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/comments?post=24777"}],"version-history":[{"count":1,"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/posts\/24777\/revisions"}],"predecessor-version":[{"id":24778,"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/posts\/24777\/revisions\/24778"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/media\/24695"}],"wp:attachment":[{"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/media?parent=24777"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/categories?post=24777"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mon-agent-ia.fr\/blog\/wp-json\/wp\/v2\/tags?post=24777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}