Tech News
The DeepSeek Ripple Effect: Impact on Tech Stocks and Global Markets

By Gabriel Debach, Market Analyst at eToro
As the world comes to grips with yesterday’s seismic events in the tech industry, the true aftershocks are yet to be fully understood. In a recent analysis, Gabriel Debach, Market Analyst at eToro, highlights how the arrival of DeepSeek, a cutting-edge language model, has shaken the foundations of tech stocks globally and raised questions about the future of various sectors.
Global Implications of DeepSeek
DeepSeek’s debut has sparked widespread debate, bringing into focus the increasing reliance on AI tools like ChatGPT in everyday life. However, this technological breakthrough is more than just a competitive entry into the market—it poses a significant challenge to the recent rapid growth seen in tech stocks. As investors and industry leaders reassess, there are rising concerns about whether the current trajectory of the tech sector can be sustained.
One of the critical aspects of the debate centres around China’s technological advancements. Despite lagging behind in terms of innovation, China has managed to achieve outcomes comparable to, or even exceeding, those of leading tech players. This creates new uncertainties around the dominant tech models and raises questions about the impact of potential restrictions on technology exports to China, which could disrupt much more than just flagship products.
The Nvidia Case: Record-Breaking Losses
Yesterday’s concerns hit Nvidia particularly hard, leading to a staggering $593 billion loss in market capitalisation in a single day. For Nvidia, this is not an isolated event; over the past two years, the company has frequently appeared on the list of the worst market value losses. Currently, 8 out of the top 10 worst-performing days in terms of market value involve Nvidia. Yesterday’s record-breaking loss, which doubled the previous figure of $279 billion, highlights the severity of the situation and the market’s vulnerability to tech shocks.
Vulnerabilities in Other Sectors
While tech was the hardest hit, it wasn’t the only sector affected. The energy sector also saw significant declines. Siemens Energy, a top performer last year in Europe, and Vistra, an American leader, both experienced substantial losses. Siemens Energy dropped 19%, while Vistra, which saw remarkable 257% growth last year, lost 28% in market value, amounting to an $18 billion hit. These dramatic contractions serve as a reminder of the interconnectedness and fragility of global markets.
Market Risks and S&P 500 Exposure
The S&P 500 has benefitted immensely from the success of tech giants, with companies like Nvidia, Broadcom, Meta, Microsoft, and Alphabet collectively driving significant growth—Nvidia alone contributing over 500 basis points to the index’s 26.86% increase over the past 12 months. However, this heavy reliance on a few companies also exposes the market to considerable risk. A revision of expectations, such as the one prompted by DeepSeek’s arrival, could lead to a broader market correction, reminding investors that downturns often arise from unexpected and under-monitored factors.
Tech News
The VAST Data Platform Adds New Capabilities to Become the First and Only Enterprise AI Data Platform for Real-Time Agentic Applications

VAST Data recently announced new enhancements to the industry-leading VAST Data Platform, making it the first and only system in the market to unify structured and unstructured data, into a single DataSpace that scales linearly to hyperscale – with unified enterprise-grade security. These new capabilities are redefining enterprise AI and analytics by combining real-time vector search, fine-grained security, and event-driven processing into a seamless, high-performance data ecosystem that powers the VAST InsightEngine, which transforms raw data into AI-ready insights through intelligent automation, enabling enterprises to build advanced AI applications, agentic workflows, and high-speed inferencing pipelines.
Organizations today face significant challenges in scaling enterprise AI deployments. AI models call for ultra-fast vectorized search and retrieval for fast access to the most up-to-date information, with AI-driven workloads requiring massive computational power and well integrated data pipelines. Enterprise AI applications involve sensitive data and mission-critical workflows, yet many AI pipelines lack enterprise-grade security, encryption, and governance controls that span all data sources.
To address these challenges, the VAST Data Platform now includes include:
- Vector Search & Retrieval: The VAST DataBase is the first and only vector databasethat supports trillion-vector scale with the ability to search large vector spaces in constant time, making it both possible and practical to index all data and make it available to agentic workflows at any scale. With AI-powered Similarity search for real-time analytics and discovery, organizations can turn real-time data into AI-driven decisions by automatically embedding vectors for search and retrieval.
- Serverless Triggers & Functions: The VAST DataEngine is the first and only solution to create real-time workflows that don’t require background ETL tools or scanning to provide generative-AI access from source data. With event-driven automation for AI workflows and real-time data enrichment, this system can embed and serve context to agentic applications instantaneously, breaking down the barriers to real-time RAG in the enterprise to allow organizations to accelerate AI and analytics with high-speed queries, serverless processing, and automated pipelines that securely ingest, process, and retrieve all enterprise data (files, objects, tables, and streams) in real-time.
- Fine-Grained Access Control & AI-Ready Security: VAST’s built-in enterprise-grade security context now offers advanced row- and column-level permissions, ensuring compliance and governance for analytics and AI workloads, while unifying permissions for raw data and vector representations.
As organizations embrace AI retrieval, and as embedding models continue to make exponential improvements in their understanding of enterprise data, only the VAST Data Platform can provide a unified, AI-ready solution that can meet the needs of extreme-scale agentic enterprises. The parallel transactional nature of VAST’s unique DASE architecture makes it possible to update vector spaces in real-time for the first time, and this shared-everything approach allows for all servers to search the entire vector space in milliseconds – enabling VAST InsightEngine to transform raw data into AI-ready insights instantly, empowering organizations to make decisions with maximum accuracy.
“Only two kinds of companies exist today: those becoming AI-driven organizations, and those approaching irrelevance,” said Jeff Denworth, Co-Founder at VAST Data. “In order to thrive in the AI era, enterprises need instant AI insights, enterprise-grade security, and limitless scalability – without worrying about managing fragmented tools or data infrastructure. The VAST InsightEngine is the only market’s first and only solution able to securely ingest, process, and retrieve all enterprise data – files, objects, tables, and streams – in real-time to make enterprise data instantly usable for accurate AI-driven decision making.”
Tech News
Vertiv introduces New Flexible, High-Density Heat Rejection System to Support Hybrid Liquid and Air Cooling for AI Applications

Vertiv recently made another key addition to its industry-leading thermal management portfolio, with the introduction of the Vertiv CoolLoop Trim Cooler, in support of air and liquid cooling applications for AI (artificial intelligence) and HPC (high-performance computing). This global solution supports diverse climate conditions for hybrid-cooled or liquid-cooled data centres and AI factories.
Integrating seamlessly with high-density, liquid-cooled environments, the Vertiv CoolLoop Trim Cooler delivers operational efficiency and aligns with the industry’s evolving needs for energy-efficient and compact cooling solutions. It provides up to a 70% reduction in annual cooling energy consumption leveraging free-cooling and mechanical operation, and 40% space savings compared to traditional systems. Designed to address the challenges of modern AI factories, the system supports fluctuating supply water temperatures up to 40°C and cold plate functionality at 45°C.
Straightforward water connections provide smooth and direct system integration for the Vertiv CoolLoop Trim Cooler and the Vertiv CoolChip CDU coolant distribution units, for direct-to-chip cooling. Vertiv CoolLoop Trim Cooler can also connect directly to immersion cooling systems. This simplifies installation and operational complexity, allowing compatibility across a range of high-density cooling environments, offering time savings and cost efficiencies for customers.
“AI is dramatically changing the cooling profiles of today’s data centres, requiring innovative approaches to managing the thermal challenges inherent in 100kW+ racks,” said Sam Bainborough, vice president, thermal business EMEA at Vertiv. “Today’s announcement, and the ongoing expansion of Vertiv’s industry-leading high-density thermal management portfolio, allow us to deliver pioneering, future-ready liquid cooling and chilled water solutions to meet our customers’ AI-driven demands.”
The Vertiv CoolLoop Trim Cooler uses low-GWP refrigerant and offers a scalable cooling capacity up to almost 3 MW in the air-cooled configuration. With free cooling coils optimized for high ambient temperatures, the system is designed to operate in free cooling mode across more seasons and conditions, for reduced electrical consumption and CO2e emissions. It is compliant with 2027 EU F-GAS regulations ban, avoiding the need for costly redesigns or infrastructure upgrades to meet this upcoming regulatory requirement.
Tech News
AI Readiness Lags Ambitions: Survey Highlights Key Gaps Threatening Generative AI Success

Qlik recently announced findings from an IDC survey exploring the challenges and opportunities in adopting advanced AI technologies. The study highlights a significant gap between ambition and execution: while 89% of organizations have revamped data strategies to embrace Generative AI, only 26% have deployed solutions at scale. These results underscore the urgent need for improved data governance, scalable infrastructure, and analytics readiness to fully unlock AI’s transformative potential.
The findings, published in an IDC InfoBrief sponsored by Qlik, arrive as businesses worldwide race to embed AI into workflows, with AI projected to contribute $19.9 trillion to the global economy by 2030. Yet, readiness gaps threaten to derail progress. Organizations are shifting their focus from AI models to building the foundational data ecosystems necessary for long-term success.
Stewart Bond, Research VP for Data Integration and Intelligence at IDC, emphasized:
“Generative AI has sparked widespread excitement, but our findings reveal a significant readiness gap. Businesses must address core challenges like data accuracy and governance to ensure AI workflows deliver sustainable, scalable value.”
Without addressing these foundational issues, businesses risk falling into an “AI scramble,” where ambition outpaces the ability to execute effectively, leaving potential value unrealized.
“AI’s potential hinges on how effectively organizations manage and integrate their AI value chain,” said James Fisher, Chief Strategy Officer at Qlik. “This research highlights a sharp divide between ambition and execution. Businesses that fail to build systems for delivering trusted, actionable insights will quickly fall behind competitors moving to scalable AI-driven innovation.”
The IDC survey uncovered several critical statistics illustrating the promise and challenges of AI adoption:
- Agentic AI Adoption vs. Readiness: 80% of organizations are investing in Agentic AI workflows, yet only 12% feel confident their infrastructure can support autonomous decision-making.
- “Data as a Product” Momentum: Organizations proficient in treating data as a product are 7x more likely to deploy Generative AI solutions at scale, emphasizing the transformative potential of curated and accountable data ecosystems.
- Embedded Analytics on the Rise: 94% of organizations are embedding or planning to embed analytics into enterprise applications, yet only 23% have achieved integration into most of their enterprise applications.
- Generative AI’s Strategic Influence: 89% of organizations have revamped their data strategies in response to Generative AI, demonstrating its transformative impact.
- AI Readiness Bottleneck: Despite 73% of organizations integrating Generative AI into analytics solutions, only 29% have fully deployed these capabilities.
These findings stress the urgency for companies to bridge the gap between ambition and execution, with a clear focus on governance, infrastructure, and leveraging data as a strategic asset.
The IDC survey findings highlight an urgent need for businesses to move beyond experimentation and address the foundational gaps in AI readiness. By focusing on governance, infrastructure, and data integration, organizations can realize the full potential of AI technologies and drive long-term success.
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