DeepSeek's AI technology has triggered the selling of AI stocks Nvidia (NVDA), a "good news" for enterprise software companies like this sap The CEO of the Technology Power Plant said on Tuesday.
Christian Klein, CEO of SAP, told investors "Daily", when you use the software as a service and study our strategy, this is actually good news.
↑ X This new platform of China shocked AI stocks. Should investors worry?DeepSeek exploded with the AI assistant to the science and technology industry this week, and the assistant quickly became the free application with the most downloads apple (AAPL) On Monday iPhone store. AI tools are developed by Chinese startups without using cutting -edge and expensive AI processors required by American companies.
It is about half trillion US dollars in the market value of selling NVIDIA, which introduces the possibility that the company may not need to spend a lot of money on the exquisite NVIDIA chip to build the AI system.
Deepseek's destruction reveals a debate in the key and highly powerful corporate software in the technical market.
The success of this start -up technology technology, as well as a small part of their cost of the cost of other AI innovators, shows that it can greatly reduce the hardware cost of establishing AI infrastructure. SAP's Klein said that this may eventually benefit corporate software companies. He added that the software giant has been testing the technology because it thinks that SAP's AI Hub has added DeepSeek.
He believes that Deepseek emphasizes the development of technology in history.
"History duplicate," SAP's Klein said. "Generally, innovation begins with the infrastructure of hardware, but then moves up. Hardware becomes more like a product. Of course, ((this) is very important."
He added: "But more players are entering." "You will also see the performance of these large language models or chips. Therefore, it becomes cheaper. This is where we benefit from it, because we sit on the top of the top , Inject AI and create high -value use of enterprise cases. "
However, the debate on DeepSeek's influence on corporate software and technology is fierce.
Stefan Slowinski, an analyst of the Bank of Paris, France (BNP Paribas), said Oracle investors may "worry that" Stargate Deal "may be reduced. Oracle is one of the technical giants leading Stargate Project Stargate. A few days after the Gate AI infrastructure plan, Deepseek's story broke.
However, the BNP Paribas Exane also said: "Although DeepSeek may maintain a recent suspension, until investors re -obtain confidence in the demand trend of GPU Compute, the recent callback has discounted many potential risks. "
"The BNP Paribas Exane said:" We believe that the demand for GPU computing is more durable than many people expected, and Oracle's infrastructure can be reorganized for reasoning workload, which should accelerate the use of enterprises. "
On Adobe, an analyst told customers in a comment: "If Deepseek brings new efficiency to the content of the multi -mode, then Adobe may be more difficult to monetize its GENAI product."
Nevertheless, there are still main problems about DeepSeek's technology.
DeepSeek's AI model "improves people's prospects, that is, the hundreds of dollars are currently committed to building AI infrastructure, and stimulated the strong demand for potential data center credit quality, which may be greatly overvalued."
However, the technology of this technology is "unclear."
"If its function is not proved to be powerful or more limited applications, the market may draw conclusions. To continue to need a large number of processing capabilities to support AI development, to confirm the prediction of AI infrastructure demand (including data centers (including data centers ). ".
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