A huge turn in artificial intelligence (AI) is shaking world markets. Until now this technological revolution seemed to concentrate its advances in the West, particularly in the US, which with Openai as a spearhead was emerging to be the great protagonist. However, a Chinese startup has presented an open source AI model last week that, according to the firm, could compete openly with less sophisticated chips and a much lower price. As information has accumulated during the weekend that support this large -scale irruption of China, world bags are feeling strongly what seems like a paradigm shift. Now the perspectives of a gigantic semiconductor empire to sustain the technological revolution could lose part of their perspectives, estimates on which a frantic rally had been built on Wall Street and the bags of the world, so that the falls have not taken long in happen.
This is particularly noticeable in the futures of American bags with Nasdaq 100 falling 3% In the hours prior to the price, while the S&P 500 does 1.77%. The Dow Jones is the one who least feels the impact with a 1%drop. At the moment the news is causing great fluctuations in Asia’s bags, which had established a world -logistics network to supply what seemed like the future of AI and that, with this irruption, they see their future plagued with uncertainty. Nvidia paid the price last Friday when the news emerged with falls of 3.12%. However, in the hours prior to the price, it yields more than 9%.
This looks clear in the actions of DVANTESTthat yield 8.6%. This is one of the suppliers of semiconductors of Nvidiathe leading company in the manufacture of chips for AI. For its part Tokyo Electron yields 4.9%, while SoftBank It does the same 8.3%. The latter is the owner of the Chips Arm designer, who had focused his plans on a mega investment of 100,000 million in the US, betting on the country such as the ‘Mecca’ of the new technology. Sector firms Furukawa and Fujijura yield 11.27% and 10.66% respectively. In Europe it shows especially in ASMLthat sinks 8.41%. The fall is even worse for be semiconductor, which yields 10%.
However, experts are clear that the blow can be given especially in the US. “Deepseek challenges US leadership and although it is very soonits impact should not be underestimated given the high assessment Of all the actions related to AI, “explain from Danske Bank. In that sense, the firm refers to the fact that the S&P 500 is quoting at a ratio price per share of 30 times (the historical average is 17.9). That is, , the actions are overvalued about their current results and are rather euphoric for the future, to a large extent, related to technology. 53% palliative rise in Nasdaq 100 since the late 2023 (November), when the Fever entered the scene with forcefulness.
THE COST REVOLUTION ‘Made in China’
But, why Deepseek is such a clear threat to markets. Is it really a real rival for Openai and for the bonanza of signatures like Nvidia? While on Friday he presented his credentials, during the weekend they have known details that allow to believe that he can overcome the Great Titan of the American AI. The main reason is its greatest efficiency. According to the firm Depseek would be able to use less advanced chips To operate. This is a clear challenge for the great perspectives of the semiconductor industry that have grown up to the idea of an inexhaustible demand of their most refined and advanced models.
“Deepseek demonstrates that it is possible to develop powerful models that cost less,” said Vey-Sern Ling, general director of Union Bancaire Privee. “You can derail the investment throughout the AI supply chain, which is driven by the high expense of a small group.” “While current leaders such as NVIDIA have a solid presence, it is a reminder that the domain of AI cannot be taken for granted,” said Charu Chanana, a strategist head of Saxo Market Investments. “The appearance of Deepseek from China indicates that The competition is intensifying And, although it may not represent a significant threat, future competitors will evolve faster and challenge established companies more quickly.
“Deepseek’s costs question the beliefs that have supported the upward market in the last two years”
According to the firm itself, its model works competitively compared to Openai’s with a cost of between 90% and 95% less. This is clearly seen in The training cost of the AI that has been only 5.58 million of dollars compared to about 500 million that was that of its American rival. Louis Gave, an analyst at Gavekal Economics talks about this news as a “Sputnik moment” because “it achieves a large -scale model that is bought from the US with only one fraction of the cost.” Something, which according to the expert “question the beliefs that have supported the upward market in the last two years which can potentially leave the bubble of AI in front of its ‘Puntocom’ moment.”
Now the fire test will come with business results. This same week they present some of the ‘seven magnificent’ that have starring the frantic climbs of Wall Street. Among those who go out to the fore are Microsoft, Meta, Tesla and Apple. In the Old Continent will also show its ASML figures. These figures can help calm the waters or continue to fire the fire. The Federal Reserve will also enter the scene with its meeting this Thursday.
What is Deepseek?
Deepseek has been founded by Liang Wenfeng, and is already a reality. This same Monday it has been known that the Depseek R-1 app has been in The first position in Appthore downloads both in China and the United Statesclearly surpass Open AI. The milestone highlights that this launch is the most important irruption in the market since the app participated by Microsoft took a step forward. Regarding the company behind the project, very few things are known, beyond that it was founded in Hangzhou in 2023 when the giant of the search engines, Baidu launched its own Chinese model of AI.
Following this step of the Asian giant, many companies of a smaller size have been launching their own models. Until now, this business swarm had been a little relevant factor for perspectives worldwide and these great firms were seen taking the initiative of a possible alternative project, although none generated a sufficiently credible confidence for markets. Deepseek has been the first to be considered As an avant -garde option to assault this new market. For the rest the firm is a great mystery at the moment, a mystery that is giving an unprecedented blow to the markets and starring a great point already part in the stock market and economic revolution of the largest technological revolution since the Internet.
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