Many of the largest private equity giants like Blackstone, KKR, Apollo, Carlyle, CVC have invested large part of their private equity assets under management in technology firms. So they were affected by this Mondays, the 27th of January more than 3 % fall in the Nasdaq Composite and 17 % fall of the leading AI stock NVIDIA.
In the mid-term, however, private equity giants like Blackstone, KKR, Apollo, Carlyle, CVC will not suffer steep losses. The demand of artificial intelligence, AI computer chips is not likely to abate or lessen. Technology stocks will continue to go higher and private technology firms' values will increase in the mid-term, according to Wolfteam Ltd.'s projections and estimates.
Artificial intelligence, AI simply is too much a transformational force to be stopped by not so transformational event as DeepSeek. Yes, newer artificial intelligence, AI models will require most likely much less computing power and be cheaper. But that only will increase the penetration of artificial intelligence, AI to corporation, not technological, small and medium enterprises and ultimately to consumers who will be able to produce artificial intelligence, AI chat bots and tweak artificial intelligence, AI models on their personal computers, laptops and their smartphones even.
So private equity giants like Blackstone, KKR, Apollo, Carlyle, CVC stand to benefit in the long-term from the DeepSeek event as the value of the technology firms in their portfolios rises on AI in the mid-term.
In the long-term there will be the inevitable fall of technology stocks prices measured by more than 60 % of the Nasdaq, but for now the AI revolution is in full swing.
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