Almost two weeks have passed since the Chinese application AI Deepseek It turned the world of artificial intelligence, shaking not only the public market, but also the trust of many VC, which built huge AI wallets.
But despite the panic last week, plainly he has modified anything significantly in the industry, because the money still pour in AI – with promise much more.
At the end of last week it existed report This Softbank wants to speculate from $ 15 to 25 billion in Openai – Just a few days after Deepseek claimed that he created AI models that compete with even those from Chatgpt Creator, but at much lower costs and consumption of less energy.
The recent Openai round would value the AI giant $ 300 billion – almost doubled $ 157 billion, in which the company was valued in October, when it raised a round of $ 6.6 billion Develop capital when you purchase $ 157 billion after purchase.
Not only OpenAI
Softbank is not the only one who was still joyful that he poured billions into artificial intelligence. Private Equity gigant Blackstone group “Who invested tens of billions of dollars in data centers needed for AI Compute,” he said last week in call after profit that at least he would watch Deepseek development, there are no plans to withdraw from the “very important segment”.
It was last 12 months Reported Blackstone – the world’s largest asset – plans to speculate $ 8.2 billion in the development of information centers in Spain. In 2023 IT partnership With Digital Realty To develop $ 7 billion of information centers addressed to online content providers, cloud services and artificial intelligence. Blackstone is also a supporter of AI infrastructure startup Coreweave and has just made an investment in the amount of $ 300 million in a data storage company FirePriceing it at $ 5 billion.
Of course, The Deepseek News is far too recently, so that we will check whether Venture investors are withdrawing from space, but the January numbers seem to point that they do not want to speculate less money in artificial intelligence – probably even if the foreign competitor AI will gain some traction.
Last month, investors put almost $ 5.7 billion in AI startups, on Crunchbase data.
Although it is true to a sharp decline from the last few months – November and December, each in such startups over $ 15 billion – January also lacked huge rounds, such as those raised by Opeli and XAI At the end of last 12 months.
Nevertheless, the sum last month was greater than twice as much as in January 2024, when only $ 2.6 billion was invested in AI startups.
On the public market of corporations such as Nvidia They are still down since the Deepseek event, but it probably has at least a little in common with other political tensions, including President Trump ‘From tariff threats that left the exchange.
While the VC, which we talked to last week, didn’t reject Deepseek, they reminded us that a Chinese application can be difficult to get significant adhesion in the US without raising problems with data, and this is very true for the company sector.
None of this died Deepseek technology. Although it seems unlikely that it was really created for lower than $ 10 million, and questions about its accuracy and energy consumption have already arranged, he actually stopped the world of AI in the USA and drew attention.
Despite this, there was a Deepseek arrival in Delirium – not to say the conversation Fr. Mass Extinction Event for Venture Capital corporations – It seems each exaggerated and very unreal, taking into account the continuous appetite of investors for all AI things.