DeepSeek shakes the markets: The end of the AI speculative bubble?

2026-01-12 19:59:11

The impact of DeepSeek on the markets has been deeper than many expected. This Chinese artificial intelligence startup achieved what seemed impossible: developing a tool comparable to ChatGPT with an investment of just $10M, while its most direct competitor has raised over $17B with a valuation of $150B.

The contrast that changed everything

Over the past two years, Wall Street has been fueled by AI enthusiasm. Major tech conglomerates have invested more than $100B in the development of artificial intelligence solutions, with even more ambitious plans for the coming years. However, DeepSeek’s success has sparked an uncomfortable reflection among investors: are we dealing with overvalued AI companies that have raised excessive capital?

The consequences on the indices

Numbers in the stock market don’t lie. NVIDIA has experienced a 12% decline, while the NASDAQ retreated 5%. These figures reflect concerns that the business models of many tech companies may not justify their current valuations.

The crypto market is not immune

The cryptocurrency market, historically linked to Wall Street movements, also feels the impact. Bitcoin and altcoins are experiencing downward pressure, reflecting the uncertainty permeating global financial markets in light of this new reality.

Are we at a turning point?

The question many are asking is whether the speculative bubble in the U.S. market has finally burst. DeepSeek has shown that innovation in AI doesn’t always require astronomical budgets, which could drastically reevaluate the sector in the coming months.

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