US technology companies faced a significant drop in the pre-market trading session on Monday (27). The Chinese Startup Deepseek He lit global alerts by challenging American leadership in the artificial intelligence sector (Ia), causing a widespread sale of technological actions.
Performance of key companies
At the beginning of the trading session, the actions of the Nvidiaone of the main beneficiaries of AI HYPE, registered 11.5% at 9:10 am (Brasília time). In Europe, chip companies such as ASML and ASM International plummeted 10% and 14%, respectively. The impact was also felt in Asia, where Japanese companies in the chip industry have experienced expressive losses.
DeepSeek’s surprising advance
THE Deepseek It gained prominence by launching a large, free and open source language model developed in just two months for a cost of less than $ 6 million. This model has surpassed OpenAi’s latest in various tests, challenging the high investments of the American technology giants.
Western investments in check
The low costs reported by Deepseek They raised questions about the massive investments made by Western companies in AI models and data infrastructure. Raymond James analysts highlighted the startup’s ability to compete without access to the robust computational power of US hyperescalators.
The reaction of market analysts
CITI Analysts evaluated that the DeepSeek model raises questions about the Cost of Computing in AI. However, they pointed out that access to advanced chips still offers an advantage to US companies. Modern gpus, such as those developed by Nvidiaremain essential for AI tasks and machine learning.
Stargate Ai: billionaire investment
The recent project Stargate Aiannounced by Donald Trump with an investment of $ 500 billion, reinforces the importance of advanced chips to maintain US competitiveness. This initiative underlines the relevance of Nvidia and other high -performance GPUS suppliers.
Questions about the cost of DeepSeek
Bernstein analysts questioned the statement that the tool of Deepseek It was developed for less than $ 6 million. They argue that the cost may not include spending on preliminary research, experiments and data needed to develop the model.
Itaú BBA Perspective on Semicondurators
Itaú BBA suggested that the semiconductor industry remains robust despite recent pessimism. The bank believes that significant falls in technological actions may represent entry opportunities for investors willing to adopt a contrary approach.
Expectations for Nvidia
BBA assessed that the entry points for the actions of the Nvidia They are between $ 100 and $ 80, while in the pre-market the shares operated at $ 125. The bank is not concerned with competition from Deepseeknoting that improvements in Nvidia’s H100 chips have significantly increased processing capacity.
Regulatory impact
BBA also pointed out that new regulatory frameworks planned for 2025 should make it difficult to access non -American laboratories to high performance GPUS. This can protect companies from the US and reinforce their position in the global AI market.
Opening and Accessibility in AI
Analysts also consider that a possible reduction in AI costs may increase access to technology. This would not only benefit Nvidiabut also companies like the Microsoftwhich have important partnerships in the sector.
Competitive scenario in evolution
Despite the technological advantages of US companies, increased global competition is a reality. This scenario can bring risks, especially as startups such as Deepseek They gain space and challenge the status quo.
Summary for those in a hurry:
- The Chinese Startup Deepseek He challenged American leadership in artificial intelligence by launching competitive and affordable models.
- Nvidia and other chip companies faced significant declines in their actions in the pre-market trading session.
- Analysts point out that access to advanced chips still offers a competitive advantage to American giants.
- The project Stargate Ai$ 500 billion, reinforces the importance of AI infrastructure in the US.
- Future regulations may limit international startup access to high performance GPUs.
- Investors see buying opportunities in the midst of the technology industry.