The arrival of artificial intelligence ‘Made in China’ has been a turning point for the AI revolution. With up to 95% savings in their training, lower costs, energy demand, the need for less sophisticated chips … etc. The big ones tech The US collapsed on Monday before the idea of a trimmed perspectives throughout the value chain. This was particularly well in Nvidia, which fell 17% in a single day, marking a historical decrease. The reality is that the great inconveniences of an industry that He has invested Espuertas thinking of great returns. However, with the still recent coup, the turn of events is already taking investors and experts to consider who can be the winners of this new phase.
In that sense, it is possible that the profitability of the chips, the huge data centers and other branches of the ‘infrastructure’ if they can enter at a time of review. But the reality is that a democratization of AI and more affordable models are a great support for Signatures more focused on software. This is clearly seen in the case of GoalBecause while technology suffered the firm founded by Mark Zuckerberg, 8.15% has already been revalued since Monday.
Oriol Juncosa, founding partner of the VC Plus Partner, investor and advisor to technological companies, comments on statements to the electoral.es that “the valuation of companies such as Nvidia or Broadcom They are based on the fact that these firms will dominate the world of chips and their demand grow. ” We believe that the virality potential of the Deepseek case is very high. “However, in front of these firms, which would be located as the ‘losers’ of this paradigm shift, the expert sees others that are already very well positioned to take advantage of it.
Juncosa points to three types. In the first place, “those who use AI intensively and, therefore, feel the cost reductions affect them very positively.” The clear examples are a goal with the aforementioned upload these days but also Salesforce, Tesla, Amazon or Adobe. The first has risen almost 2% since last Friday, including black Monday. Tesla has fallen but only 2.5%. On the other hand, Amazon rises 1.54% and adobe 1.6%. However, from VC Plus they insist especially on the social networks giant. “The goal case is interesting since Depseek would seem to validate its Open Source strategy (open source), but more efficiently.”
The second type of companies that would win would be the ones that have a good part of their business in the mobile sector, such as Apple and Samsung. The reason is evident, while so far the potential seemed much more limited for AI in these devices, more light models allow “increasing capabilities.” The company founded by Steve Jobs is the paradigmatic example with 7.5% increases since Friday’s closure, before the impact of Deepseek arrived.
The third are the multiple Startups and Technological Midcaps of the US that until now were too small to really take advantage of AI, because They did not have the financial muscle For millionaire investments that have been replicating. “The signatures can make concrete and vertical solutions. While the possibility of new open source projects grows.” In summary, “the AI entry barriers have lowered and will increase productivity.”
“A lower computer cost could reduce the costs of the computer sales of AI and boost a better margin”
At least so have seen Bank of America analysts in their latest report in which they study all the perspectives and impact that China has brought. The American firm states that “Deepseek’s advance is positive for software firms.” Curiously It stands out to what would look like the great loser, Microsoft. The firm founded by Bill Gates is the largest Openal investor, which loses its totally dominant position. However, “the lowest execution cost should allow capital expenses and restrictions that could be for graphic processing units (GPU).” They point out that in the same way that Microsoft will be reinforced, they will also do Service Now, Salesforce, Hubspot and Intuit.
In short, “a lower computer cost could reduce the costs of IA computing sales and promote a better margin in the offers enabled for Ia. More importantly, application suppliers with agents could transfer savings to companies through lower prices, which could provide a catalyst for generalized adoption. “
However, the improvement it would bring This new phase in the medium and long term It goes far beyond concrete values and filters towards the global economy. “In the long term, if similar results are achieved with much lower costs, both in hardware and in energy consumption, this could benefit the adoption of artificial intelligence in more companies and sectors. By reducing the entry barrier, AI could be more integrated Quickly in different areas of the economy, promoting productivity and efficiency, “they comment from Jupiter AM. In short, although until now “only a very small group has benefited from the advances of technology, now smaller companies can take advantage of it without making astronomical investments in infrastructure.”
The possibilities that open to Chiper
In any case, the prospects for the same ‘chiperas’, are not as pessimistic (for many experts) as might seem given Monday’s falls. Christopher Fouque, CEO of ASML, commented on the presentation of results of this Wednesday as “Deepseek is good for us. A lower cost means that AI will be used in more applications and more applications mean more chips. “A similar perspective applied some experts to the setbacks lived by Nvidia.
Karen Kharmandarian President and Cio of Thematics AM (Natixis IM) comments that although “We are in a context of high valuations And doubts regarding the performance of massive infrastructure spending programs “, currently” we do not recommend selling because “lower models formation costs is not synonymous with a lower computer demand. It can even be an opportunity to reinforce some positions If the sale is extreme. ” The same NVIDIA reinforced this idea with a statement this Monday claiming that Deepseek’s advances “illustrate how new models can be created using that technique, taking advantage of widely available models and a processing that fully meets exports control.”
“It is possible that the communication is partial and does not doubt the growing need for calculation power to train and execute models”
Some go further and doubt that Deepseek’s figures regarding savings Be as cheap as they have proclaimedgiving some more margin to the profitability of the sector. Christophe Pouchoy, manager of the Financière de l’échiquier (LFDE) technology area defended precisely this claiming that “there are rumors that Deepseek has really used Nvidia H100 chips, whose export is prohibited.” In short, “it is possible that communication is partial and does not doubt the growing need for calculation power to train and execute models.”
Of course, John Passard, Senior Investment Specialist by Mirabaud Wealth Management, points out that this forces “the main actors to review their investment strategies.” A drastic turn of the events that allows new winners to arise or at least, that the great success that has been achieved these years is distributed among more companies. At the moment the market has to adapt to a new reality in which perhaps the AI globe has grown too much in the valuations. LNvidia has a per (benefit per share of more than 46.6 times. The S&P 500 does the same more than 30 times (the historical average is 17.9). It remains to be seen if this attention call allows to reorder the market or if the correction of Monday It is sufficient to grow again … with a new cast of protagonists.
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