Chinese AI Model Shakes Up Tech Stocks

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Chinese AI Model Shakes Up Tech Stocks
AICHINATECH STOCKS
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The emergence of a low-cost Chinese AI model, DeepSeek, has cast doubts on the dominance of Western companies in the AI sector, sending technology stocks plummeting on Monday. Futures on the Nasdaq 100 and S&P 500 dropped significantly, with shares of Nvidia, Oracle, and Palantir experiencing substantial losses. DeepSeek, which has surpassed ChatGPT in downloads, offers a cheaper alternative to existing AI models, raising questions about the sustainability of Western companies' investment levels in the field.

technology stocks on Monday, sending the likes of Nvidia and Oracle plummeting, as the emergence of a low-cost Chinese AI model cast doubts on Western companies’ dominance in the sector.last week launched a free assistant it says uses less data at a fraction of the cost of incumbent players’ models, possibly marking a turning point in the level of investment needed for AI.

DeepSeek, which by Monday had overtaken US rival ChatGPT in terms of downloads on the Apple Store, offers the prospect of a viable, cheaper AI alternative. This has raised questions about the sustainability of the level of spending and investment on AI by Western companies, including Apple and Microsoft.

Marc Andreessen, the Silicon Valley venture capitalist, said in a post on X on Sunday that DeepSeek’s R1 model was AI’s “Sputnik moment”, referencing the former Soviet Union’s launch of a satellite that marked the start of the space race in the late 1950s.“Deepseek-R1 is one of the most amazing and impressive breakthroughs I’ve ever seen — and as open source, a profound gift to the world,” he said in a separate post.

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