... about the viability of the hundreds of billions of dollars that American and other international companies have invested in the development and manufacturing of high-tech chips for AI. Should DeepSeek achieve a competitive advantage by optimizing its technologies, it could result in serious consequences for the global tech market. Companies producing expensive chips, such as NVIDIA, AMD, and other sector leaders, may face a loss of market share. Economic and Geopolitical Risks The potential success of DeepSeek poses a threat not only to tech giants but also exacerbates geopolitical tensions. The US actively supports its companies in the fields of AI and semiconductors, investing in infrastructure and restricting access ...

... from AI implementations can lead to upward re-ratings. Thus, fundamental valuation in the context of AI disruption requires more attention to qualitative factors: technological strategy, innovation potential, management flexibility, and even regulatory risks that may arise at this new technological frontier. The internet industry is experiencing a moment of fundamental changes that present both new opportunities and threats for established players. For investors, this necessitates a clear-eyed assessment of developments and adjustments ...

... of capital, although some experts caution against the risk of overheating the sector. Return of Mega Funds: Big Money Back on the Market The largest investment players are triumphantly returning to the venture arena, signaling a renewed appetite for risk. Japanese conglomerate SoftBank announced the formation of the Vision Fund III , sized at approximately $40–50 billion, focused on advanced technologies (with an emphasis on AI and robotics). Sovereign funds from Gulf countries are also significantly ramping up activity: they are injecting billions into technology projects, launching state mega-programs to develop the startup sector, and ...

... even amidst volatility. Avoid excessive concentration in a single market or asset class. Goldman Sachs Asset Management's forecast emphasizes that the year 2025 will bring both challenges and new opportunities for investors. Sustainable development, technological advancement, and effective risk management will play key roles. In times of instability, flexibility, diversification, and a strategic approach to asset selection are essential. Goldman Sachs encourages investors to remain focused on long-term goals and closely monitor changes ...

... levels, primarily in the artificial intelligence sector. The return of major investors and the formation of mega funds. Leading players are forming new venture funds and increasing their investments, refilling the market with capital and bolstering risk appetite. Diversification of sector investments. Venture capital is being directed not only into AI but also into fintech, climate technology, biotech/medtech, defense projects, and even crypto startups, broadening market horizons. Market consolidation and a wave of M&A deals. Major mergers, acquisitions, and strategic alliances are reshaping the industry landscape, opening new opportunities ...