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Home » Is it time to “panic” or “over-walking”? Wall Street weighs how Deepseek could shake the IA trade
AI in Finance

Is it time to “panic” or “over-walking”? Wall Street weighs how Deepseek could shake the IA trade

5 Mins Read
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AI actions have fallen into all areas On Monday, when the investment community absorbed the announcement of an apparently cheap – and started Chinese AI model, and began to question the gargantuan spending of the Western world in artificial intelligence infrastructure.

Chinese AI startup Deepseek published a new generative AI model called R1 last week positioned as a competitor of Openai. Analysts cited Deepseek models as less expensive than Openai. Deepseek recently declared that he had spent only $ 5.6 million to train another of his latest models, V3, while Optaai spent more than $ 100 million To train its GPT-4 model.

NVIDIA (Nvda) dropped by almost 17% on Monday, razing hundreds of billions of the market capitalization of the IA chip giant and increasing the sellers over $ 5 billion, according to S3 Partners.

Meanwhile, rival adjusted the micro appliances (Dmla) fell around 6% and Broadcom (Avo) plunged more than 17%. Larger markets have also suffered: the S&P 500 (^ GSPC) dropped by 1.5% on Monday morning, while Nasdaq, heavy technological (^ Ixic) fell 3%.

“The performances of Deepseek models developed in China can have a very deep impact on AI American companies,” said DA Davidson’s analyst Gil Luria, Yahoo Finance in an email. “Deepseek models occur as well as the most advanced models developed in the United States at a small price fraction.”

“It means that we, hyperscalers such as Microsoft (Msft), Amazon (Amzn), Google (Goog) and others can be seriously overestimated in their construction of data centers, “he added. “If companies can run AI models with very little calculation, they do not need data centers with hundreds of thousands of NVDA GPUs.”

Raymond James’ analyst Srini Pajjuri echoes these feelings in an end of Sunday note.

“Deepseek clearly does not have access to as many calculations as the American hyperscalers and has managed to develop a model that seems very competitive,” wrote Pajjuri.

US President Donald Trump Last week announced a company called Stargate Supported by Openai, SoftBank and Oracle (Orcl), which would immediately invest $ 100 billion in American AI infrastructure (that is, data centers) and spend an additional $ 400 billion over the next four years. Shortly after this announcement, Meta (Meta) Say He would considerably increase his capital expenses Up to $ 65 billion in 2025.

“We believe that investors should take China’s innovation seriously, because this calls into question if the current rate of CAPEX spending / technology upgrades is necessary,” CFRA Angelo analyst said on Monday on Monday Zino.

“We believe that increased risks can cause multiple to make cutting-edge fleas manufacturers, the most at risk being NVDA, MRVL, AVGO, AMD and MU,” he added.

The Deepseek logo and the Chinese flag are seen in this illustration taken on January 27, 2025. Reuters / Dado Ruvic / Illustration
The Deepseek logo and the Chinese flag are seen in this illustration taken on January 27, 2025. Reuters / Dado Ruvic / Illustration · Reuters / Reuters

Damindu Jayaweera, analyst of the British investment company Peel Hunt, told Yahoo Finance that the Deepseek News meant for the Nvidia chips “beyond the current Big Tech bastion on supply”.

“I think that although there will be an impact on the feeling on short -term Nvidia where people think that great technology will interrupt the Capex, medium to longer, we think there is a Potential of larger volumes, although lower margins, “Jayawera told Yahoo Finance in an email. Peel Hunt does not cover Nvidia and Jayawera does not hold an official note on the stock.

However, some Wall Street analysts were more skeptical about buzz around Deepseek.

The Bernstein Stacy Rasgon said Deepseek had probably spent more money to form his V3 model than he reported. He said the expenses cited by the company are “misunderstood” and do not include costs associated with previous research.

“(It) seems to be categorically false that` `china has duplicated Openai for $ 5 million ” wrote Rasgon in a note to investors on Monday, adding:” The Twitter-Twitter panic that results in the weekend seems exaggerated. “”

“We have no way of knowing whether Deepseek’s claims on the type of GPU, the number of GPUs or the time to form his model are true,” William Stein of Truist Securities said on Monday in investors.

Citi Atif Malik analyst said in his own note that he did not see the advanced activities of the manufacturers of Chiputs of AI under pressure: “We see the recent announcements of the Capex as Stargate Like a wink to the need for advanced fleas. »»

The Buzzeek Buzz occurs while the technological gains season begins, with Microsoft, Meta and Tesla (Tsla) All ready to publish results on Wednesday.

Laura Bratton is Yahoo Finance journalist. Follow it on Bluesky @ laurabratton.bsky.social. Send him an email to laura.bratton@yahoinc.com.

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