Quotes
The narrative on Monday was that the eye-watering sums spent on AI capex by mega-cap tech companies could be somewhat obsolete if a cheaper solution exists,
analysts at BCA Research said in a note
If you could do it cheaper, if you could do it (for) less (and) get to the same end result, I think that’s a good thing for us,
he told reporters on board Air Force One
DeepSeek now seems to show that we can do more with existing computing power than previously thought. The market, therefore, needs to price in a slower adoption rate of high-performance computing and revenues of companies selling AI models.”
Against that, analysts at ING told clients.jpg)
Jevons paradox strikes again! As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can’t get enough of.”
Microsoft CEO Satya Nadella wrote on XPricing has got to levels which are high at the same time as there’s an interest rate risk, and that combination could prick the bubble,
he told the FTBy achieving cutting-edge results with fewer resources, DeepSeek highlights the potential of efficient innovation over sheer scale, marking a turning point in the AI race,
they told the South China Morning PostIn our view, DeepSeek most likely drives further demand for data centers globally with advanced computational capabilities, high capacity storage, robust networking, energy efficient designs and infrastructure,
analysts at Citi said in a note
The sudden, adverse market reaction to DeepSeek indicates that some of the key assumptions that have been driving the AI trade, and hence major indices, are getting reassessed today,
Sosnick said
But this is certainly a wake-up call that we are not the only game in town. To put these very high valuations in the stocks thinking they have cornered the market is a huge mistake and that is being re-rated,
Nolte saidEveryone is trying to figure out 'Can it be believed?' and 'What does it mean,'
Hogan said
The focus is now on whether China can do it better, quicker and more cost effectively than the US, and if they could win the AI race,
she said
I think financials to me represent a pretty good fundamental case of change this year because we have a new administration, a Fed that is dovish, yields that aren't painful for banks — and a time when it could lead to upside for capital markets activity, and multiples are low,
Lee said
Today is a drubbing for these stocks, but I don't necessarily think whatever's going to happen in the short while here - the next couple of days - is where they are ultimately valued,
she was quoted as saying by ReutersI don't think DeepSeek changes that,
Tengler said[CEO] Daniel Ek said 2024 was the year of monetization – they did just that, generated earnings, and now we've got 58% earnings growth off of albeit low numbers this year,
Tengler saidYou're just going to continue to get paid to wait as the company continues to evolve,
Tengler addedEven if the Trump administration 2.0 doesn't get to 15% corporate tax rates, at 18% it adds 4% to S & P earnings,
she continuedVolatility is what the gamblers in single-stock ETFs are looking for,
said Bryan Armour, ETF analyst at MorningstarInnovation and competition emerging in something as early-stage and dynamic as AI is not that surprising,
said Adam Patti, co-founder and CEO of VistaSharesI want to build this, and it will be a game change'
He couldn't articulate his vision other than saying