Key takes
The Chinese Startup Deepseek’s super -efficient open source AI model may have sank a part of his favorite AI stock in Wall Street on Monday, but his new favorite may have been crowned.
Yesterday was the worst day for NVIDIA (NVDA) and Philadelphia Semiconductor Index (SOX) since March 2020. However, some high -techescector shares are increasing rapidly. 。
This is because the AI trade has been promoted by the suppliers, semiconductors, networking equipment, and electricity of artificial intelligence so far. But DeepSeek’s success suggests that AI’s pick and shovel may not need to be flashy as much as the investors once thought. This can be a benefit for AI buyers, such as cloud service providers and software companies paying AI companies for access to basic models and computing power.
Can DeepSeek be the rise of the AI agent?
Several analysts predicted that at the end of last year, AI agents (Digital Assistants, which can run more tasks than AI chatbots), will attract more interest from investors.
Major high -tech and emerging companies have already begun to develop AI agents that can reconstruct consumer behavior, and Wall Street is attracting attention. Openai launched an AI agent operator last week. The company stated that it would be possible to order user food and book tickets for airplanes. According to Analysts in Bank of America, Salesforce’s Agentforce saw “healthy early interest” in the first few months. The shares of Med-Techny Company Tempus AI (TEM) rose rapidly last week after releasing Olivia, AI-Power Health Concierge.
Pivots from infrastructure to applications may have been rapidly descended by DeepSeek models, and the cost efficiency could be reproduced by US companies.
“Deepseek’s innovation in a model layer has strengthened the paper that the application and platform layers are profitable as revenue moves from infrastructure. The reduction in computing costs states, “It should help promote a wider range of use of AI workloads and promote the recruitment of companies and consumers as a whole.”
Enterprise software can benefit from the effect of Deepseek Ripple.
GOLDMAN anticipates the first advantage of low computing costs for major software companies that have established AI products, including Microsoft (MSFT), Salesforce, and Adobe (Adbe). However, they say that more efficient models should lower the barriers to the entry of small competitors and promote the rapid increase in AI use cases.
MORGAN STANLEY analysts have agreed that enterprise software companies are most likely to benefit from the calculation of Deepseek in the United States. “A higher cost -effective model has reduced” GENAI input cost “on a wider software eco system,” says analysts. They emphasize Microsoft as a major beneficiary, pointing out that the Azure platform is the best place for application developers to access and build basic AI models.
