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Stock markets fall as investors about Deepseek and the AI ​​of China

    A shock of panic found large technological shares on Monday, with investors rattling through fears that progress in artificial intelligence by Chinese storage start could threaten the money -making power of technical giants in the United States, Europe and beyond.

    The Chinese AI company Deepseek has made waves by matching the possibilities of advanced chatbots while a fraction of the specialized computer chips is used on which leading AI companies trust. This has encouraged investors to reconsider the great return to expect the intoxicating ratings of chip makers such as Nvidia, whose equipment nourishes the most advanced AI systems, as well as the enormous investments that companies such as Google, Meta and OpenAI make to their AI Build to build their AI companies.

    The American markets tumbled at the open air, with the S&P 500 that fell more than 2 percent and the technically heavy Nasdaq dropped by 3.5 percent. Technical shares have also adjusted markets in Europe and Japan.

    The pain was concentrated on companies that were leading in the AI ​​tree, including the colosses of Multitrillion-Dollar that drove the largest back-to-back annual profit for the American markets since the 1990s. Investors have been worried about whether the rally went too far, so there is little room for errors in the small group of technology companies that now dominate the market.

    For those who wait for something to shake the belief in technical ratings, Deepseek could be the start, a new phase in how investors think about AI, said Steve Sosnick, main strategist at interactive brokers. He mentioned the latest reports of increased competition in the industry a “big blow in the face” for investors who can reset the way in which they can calculate the risk.

    Nvidia fell by around 13 percent in early trade, a movement that knew hundreds of billions of dollars in market value. Other chip makers such as AMD and poor, and specialists in the field of semiconductor equipment such as ASML also registered substantial decreases. The rise of Deepseek, which unveiled its new system last month, but attracted the attention of the technical world last week with a research paper describing how it built up the technology, “serves as a reminder that competition in the global AI -Arena is intensifying, and Nvidia may not be in the pole position forever, ”wrote Charu Chanana, main investment strategist at Saxo Bank, in a research memorandum.

    Shares of Meta, which announced a big leap last week in his spending plans for data centers, fell the huge warehouses of computers that fell about 3 percent artificial intelligence power. Microsoft, which has also been heavily on AI, fell by 4 percent. Oracle, a partner in a joint venture with OpenAi and Softbank, revealed almost 7 percent last week during an event with President Trump. Softbank's stock also throws out more than 8 percent of its value in Tokyo.

    The movements throw a cloud over the tech giants while Meta, Microsoft and others are preparing to present their last quarter of income this week. If they look beyond their bumper wins in the past, analysts could focus on specific questions on managers about financial prospects in the future under stiffer worldwide competition.

    (The New York Times has sued OpenAi and his partner, Microsoft, and claims infringement of the copyright of news content with regard to AI systems. The two technology companies have denied the claims of the suit.)

    The unrest also affects the shares of utilities that have opened new business lines that have the vorarious electricity needs of data centers. Constellation energy fell by more than 13 percent.

    US treasury bonds collected, as they often do when investors look for ports in times of turbulence.

    Mr. Trump has promised to accelerate the production of American AI to compete against China to worldwide leadership in technology. On Thursday, he signed an executive order focused on “taking away barriers” for the development of artificial intelligence. While the US government works to maintain the leadership of the country in the AI ​​race, it tries to limit the number of powerful chips, such as that of Nvidia, that can be sold to China and other rivals.

    While he recognizes the potential of the Deepseek's systems, analysts from Bernstein noted that their 'first reaction contains no panic'. Every computer capacity that is released by more efficient AI systems would be absorbed by fast-growing question, they said, “We will still need and get a lot of chips.”

    Danielle Kaye contributed reporting.