Published on: January 28, 2025 / update from: January 28, 2025 - Author: Konrad Wolfenstein
Efficiency instead of gigantism: What is behind the success of Deepseek - Donald Trump described Deepseek as a "wake -up call" - Image: Xpert.digital
Trump, Deepseek and the AI crisis: a wake-up call for the USA?
Ki-Erdbieben: How Deepseek shakes the global tech markets
A technical quake has shaken the global technology world - not geologically, but digital. With its latest AI innovation, the “Deepseek R1” model, the Chinese startup Deepseek has stimulated financial markets. This development not only faltered tech giants, but also raises the question: What changes are imminent in artificial intelligence (AI), and who will triumph or lose in this new era?
Suitable for:
Deepseek R1: The disruptive force from China
With the Deepseek R1 model, the Chinese startup has launched a technology that offers a new dimension of efficiency and cost effectiveness. In contrast to previous AI models, Deepseek R1 works with a reduced capacity, which drastically reduces energy consumption and at the same time achieves impressive performance. This technology questions the billions of investments of established companies and causes analysts like Edison Lee von Jefferies to doubt the profitability of such expenses.
"Deepseek R1 shows that it is possible to make AI systems not only more powerful, but also more sustainable and inexpensive," said an expert in the industry. This innovation could change the rules of the game of global AI development sustainably and has already triggered the first shock waves.
Deepseek's breakthrough:
- It was developed for only about $ 6 million-a fraction of the costs of comparable US models.
- It runs on less powerful and cheaper chips.
- The app quickly rose to the most loaded free app in the US App Store.
Suitable for:
Donald Trump's reaction
US President Donald Trump described Deepseek as a "wake-up call" for the American industry. But he also sees opportunities in this:
- It could force US companies to make more efficiency and innovation.
- Trump regards the development as "positive" because it shows that AI progress is also possible at lower costs.
Effects and outlook
The events have raised questions about the sustainability of the high AI investments in the USA. However, experts are divided:
- Some see Deepseek as a serious threat to US dominance in the AI sector.
- Others, such as analysts from Bernstein, consider the market reaction to be exaggerated and continue to see the need for AI infrastructure.
The development could have far-reaching consequences for the global AI landscape and the technology industry. It remains to be seen how US companies and political decision-makers will react to this challenge in the long term.
USA: Tech giants under pressure
The effects of Deepseek R1 are particularly noticeable in the USA. At Nasdaq, the center of the technology stocks, the courses broke up by 3.6 percent, while the Dow-Jones index recorded a decrease of one percent. Companies that have massively invested in AI are particularly affected:
- NVIDIA (NVDA): The chip manufacturer, whose products are crucial for AI development, had to accept a loss of 16 percent. The value of the company fell by over $ 500 billion, although Nvidia still has a market capitalization of around three trillion dollars. The previous AI boom has been stopped abruptly because Deepseek R1 questions the need for Nvidia's powerful chips.
- Broadcom (AVGO) and Marvell Technology (MRVL): Both semiconductor companies recorded course losses of 12 and 14 percent. The more efficient technology from Deepseek threatens its market shares, especially in areas such as storage solutions and broadband communication.
- Microsoft (MSFT), Alphabet (Googl) and Meta (Meta): These tech giants also lost between 2 and 3.5 percent of their market value. Their massive investments in AI products could be endangered by Deepseek's disruptive technology.
Overall, the US technology sector was devalued by about $ 1 trillion.
Suitable for:
Germany: AI shock waves meet the European markets
Even the German technology markets were not spared the effects of AI quake. Shares of important technology companies such as Aixtron, Siltronic, and Infineon experienced burglaries between 5 and 10 percent.
- Aixtron (AIXA): The leading provider of systems for connecting latter listed noticeable losses, since the demand for these technologies is questioned by the efficiency of Deepseek R1.
- Infineon (IFX): Infineon is under pressure as a specialist for power electronics, automotive and industrial applications because it is unclear how the new technology will influence its product lines.
- Siemens Energy (ENR): The price loss of Siemens Energy was particularly drastic, whose stock broke up by 20 percent. The uncertainty about the effects of AI on the energy sector and the profitability of future investments led to a massive loss of trust.
Japan: Focus on chip industry
The effects of Deepseek R1 were also noticeable in Japan. Companies such as Tokyo Electron and Advantest, both central actors in the chip industry, had to accept price losses between 5 and 10 percent. Tokyo Electron, a provider of semiconductor manufacturing systems, and Advant test, specializing in semiconductor test systems, could be affected by the falling demand for conventional chip technologies in the long term.
Global interdependencies: The role of EU and South Korea
Although there is no specific data on the direct effects in the EU and South Korea, it can be expected that these regions are also affected by the shock waves. Companies from the areas of semiconductors, cloud computing and AI development in particular should feel the consequences of Deepseek's disruptive technology. The worldwide networking of the tech markets means that an innovation like Deepseek R1 triggers global chain reactions.
Deeply implications for the AI landscape
Deepseek R1 could mark a turning point in AI development. With lower operating costs and higher efficiency, this technology could initiate a democratization of the AI, which also enables smaller companies to play in this area. At the same time, it presents established players with enormous challenges.
"The reduction in complexity does not mean that we have less powerful models, but that we set new standards," said an industry analyst.
For established tech giants, it will be essential to adapt their strategies. This could mean:
- Increased investments in research and development: Companies have to develop new technologies to keep up with the innovations of Deepseek.
- Strategic partnerships: Cooperation with startups or innovative companies could be crucial to use synergies.
- Acquisitions: Buying promising startups could be a way to gain access to new technologies.
Opportunities and risks for the future
Although the short -term effects of Deepseek R1 appear negative, this development also offers opportunities in the long term. The cost-effective and more efficient AI technologies could reduce the costs of AI applications and open up new possible uses. Progresses such as medicine, education and environmental protection are conceivable.
“The AI quake shows us that innovation is not limited to the big players. The future belongs to those who are flexible enough to adapt, ”said a renowned economist.
The new era of artificial intelligence
The so-called AI earthquake from Deepseek has put the global technology markets to the test. But it also shows how dynamic and unpredictable the world of artificial intelligence is. The future will depend on how companies react to these challenges and which innovations result from this disruptive phase. One thing is certain: artificial intelligence will continue to change our world profoundly.
Suitable for:
We are there for you - advice - planning - implementation - project management
☑️ Our business language is English or German
☑️ NEW: Correspondence in your national language!
Konrad Wolfenstein
I would be happy to serve you and my team as a personal advisor.
You can contact me by filling out the contact form or simply call me on +49 89 89 674 804 (Munich) . My email address is: wolfenstein ∂ xpert.digital
I'm looking forward to our joint project.