AAPL steigt um 3% bei Neuigkeiten von DeepSeek, während andere Technologie-Aktien fallen.

The shock news about DeepSeek's breakthrough led to a drop in stock prices of many technology giants, while AAPL rose by 3.25% during the day.

Experts were surprised yesterday that the Chinese company claims its AI model is comparable to US chatbots like ChatGPT, Gemini, and Llama, despite being developed at a fraction of the cost and running on much less hardware.

DeepSeek's performance cannot be overstated.

DeepSeek is a Chinese AI chatbot that has published benchmarks showing its performance to be comparable to some of the best existing models in the world. Experts quickly verified the claims and were shocked to learn that China achieved this with only a fraction of the development costs of US models and runs on very basic PCs.

Many said that the scale of this success was overstated.

The app rose quickly to number 1 on Apple's App Store.

American tech stocks take a dive

The biggest surprise was how China managed to develop such a powerful AI model while US export controls limited the number of Nvidia GPUs they could buy. Yesterday, we noted that OpenAI, Google, and Anthropic used more than half a million of these GPUs, while DeepSeek received only around 50,000 – meaning it delivers comparable results with only 10% of the performance experience.

It was previously thought that there is a direct correlation between the number of Nvidia processors and the performance of AI. Therefore, Nvidia's stock fell when evidence disproving this came to light.

The results caused shockwaves through the markets, with NVIDIA losing more than $30 billion in market value – the largest ever for a company – as investors followed the likely future investments in AI hardware.

The values of other American AI companies like Microsoft and Meta also fell.

AAPL rises 3.25%

However, there was an exception to this trend: AAPL's stock rose by 3.25% during the day.

Johannes Gruber from Daring Fireball suggested that a key reason could be that it focuses on Apple's approach of running as much AI "fuel" as possible directly on the device itself. His own AI servers are the next resource, with ChatGPT as a fallback.

There is doubt about how many functions of Apple Intelligence can be run by the company's own device chips instead of powerful servers. But DeepSeek runs on relatively ordinary PCs – suggesting that Apple's approach could be much more successful than previously expected.

A significant increase in hardware inference capabilities with limited RAM strongly suggests that consumers based on Apple devices will soon have the ability to run much more AI functionality locally.

Whether he is right about it affecting stock prices is debatable. But it cannot be denied that Apple's argument for using device-based usage of its beliefs has become even stronger.

More about DeepSeek can be found on our current 9to5Neuralpiece page.

Photo by John Cameron on Unsplas