(BFM Stock Exchange) – The two companies suffer clearly on the Paris Stock Exchange on Monday. The prowess in the AI ​​of Chinese society make it fear a questioning of expenses in the data centers, a very promising segment for the two companies.

American tech is afraid and part of the CAC 40 with it. This Monday, January 27, the long -term contract on the Nasdaq 100 suffers, falling by 3.1% around 10:20 am.

Investors are concerned about the prowess of the Chinese start-up Deepseek, which has developed artificial intelligence tools (AI) similar to the famous Openai chatgpt, but with a much lower cost. His R1 model, launched on January 20, is talking about him in particular.

“Deepseek R1 is one of the most amazing and impressive breakthroughs I have ever seen,” a specialist in venture capital and tech investment said on X Marc Adreeseen on Friday on X Marc Adreeseen on Friday, also support by Donald Trump.

Deepseek “has built a cheaper and competitive chatbot, with fewer high -end computer fleas than American mastodons like Google and Openai”, notes the New York Times.

>> Access our exclusive graphic analyzes, and enter into the confidence of the trading portfolio

Tech giants tremble

The Deepseek application has delighted its most downloaded application status this weekend to Chatgpt this weekend. If it is too early to know if Deepseek constitutes a paradigm shift in AI, the market is therefore fearful.

“The technology giants are starting to tremble in the face of the arrival of the Chinese startup of artificial intelligence Deepseek, which could call into question the technological domination of the United States and the high business valuations such as Nvidia”, writes John Plassard, investment advisor at Mirabaud in his morning note.

“Deepseek’s innovation could question the logic underlying the colossal investments of American companies in AI,” notes Stephen Innes, by SPI Am.

Data Centers, an important segment for Legrand and Schneider

These fears spread to Schneider Electric and Legrand, which drop by 7.5% and 6.5% respectively and accuse the two largest decreases of the CAC 40.

“The logic is that the breakthrough of Deepseek would question the investments in the AI ​​and the data centers, the segment on which Schneider Electric and Legrand are well exposed,” explains an analyst.

Schneider Electric and Legrand design software, products and services for data centers, in particular to optimize the energy efficiency of these very energy -consuming structures.

According to a presentation at the end of 2023, the data centers represented around 19% of the orders of Schneider Electric. This proportion aims to increase because the company anticipated annual market growth by more than 10% by 2027, much more than in its other segments. For Legrand, Barclays evaluated his exposure to data centers in a recent note at around 20% of his income.

“Until now it was said that to develop the AI ​​you had to equip the data centers with the more powerful chips of Nvidia, that is to say the GPU (graphic processors, editor’s note). What gives off more heat and requires More electrical equipment.

“If all of this is called into question with Deepseek, it’s not beautiful,” warns the analyst who nuances however: “we must keep at the moment”.

“Deepseek’s advances seem credible because of its potential to revolutionize the workloads of AI, which could have a significant impact on the demand of high -end cooling solutions” in the data centers, abounds Jefferies in a Note devoted to the Swedish specialist in air and air conditioning treatment, Munters. Munters dives 12% in Stockholm.

Soitec for its part abandoned 6.6% in Paris. The semiconductor group is exposed to data centers via its “Edge & Cloud AI” segment, which represents 28% of its income and has recorded growth of 66% over a year, over the last quarter published by the Company.

More broadly, all groups of semiconductors suffer in Europe on Monday. Stmicroelectronics lost 2.8% on the Paris Stock Exchange. In Amsterdam, ASML collapses, losing 9.4%.