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The DeepSeek phenomenon is shaking up the artificial intelligence (AI) sector, causing American giants to plummet on the stock market. But there is one diehard GAFAM that is resisting this tidal wave from China: Apple.
The AI sector turned upside down
With its R1 model, the Chinese start-up has completely called into question the strategy employed by American giants in the field of AI. Using NVIDIA chips that are much less powerful than those of its rivals, DeepSeek has still managed to develop a language model capable of reasoning, with skills similar to OpenAI’s most advanced technology.
For their part, American companies are spending lavishly to strengthen their AI capabilities. Proof of this is the recently announced Stargate project, which will require $500 billion in funding to expand AI infrastructure in the country. Investors are also injecting astronomical sums into startups in the sector, although these are still far from being profitable.
As a result of DeepSeek's rise, semiconductor players have collapsed on the stock market, with a historic fall for NVIDIA, but also for Broadcom and AMD. Microsoft and Google, which are multiplying heavy spending in the sector, have also seen their shares plummet on Wall Street.
Apple, which has nevertheless accumulated a significant delay in AI, is suffering the opposite effect: its share price has soared in recent hours.
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Apple less vulnerable
Unlike Google, Microsoft, or OpenAI, Apple is not looking to develop ultra-advanced models that require expensive infrastructure. The apple brand is instead focusing on integrating AI into its products to improve the user experience. If AI training costs drop, it will be able to benefit from them without having to incur massive expenses like its competitors. Enough to allow it to maintain high margins while offering competitive products.
More generally, Apple is often seen as a company that sells an ecosystem, not just cutting-edge technologies. Thus, its users value more the seamless integration of AI, which will not be affected by the emergence of DeepSeek.
For their part, the leaders of the AI giants assure that massive investments are necessary and will prove profitable in the long term. Meta, for example, plans to spend $60 billion on AI infrastructure this year.
- The release of DeepSeek's R1 model caused several American giants to plummet on the stock market, including NVIDIA, Microsoft and Alphabet.
- On the contrary, Apple saw its share price soar.
- The Apple brand's strategy in AI makes it much less vulnerable to anything related to chips and infrastructure.
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