Sam August 23, 2025 ▪
4
Min read ▪ by
The fragile balance between artificial intelligence and cryptos is about to be disturbed. Deepseek, the GEM of Chinese AI, is about to launch a fully developed chip made in China. This announcement, apparently purely technological, could trigger a real earthquake in the American markets and the crypto would not come out unscathed.
Brief
- Deepseek launches a 100% Chinese AI chip which directly threatens Nvidia’s domination.
- This technological upheaval, coming from the Sino-American trade war, weakens the markets and the cryptographic sector.
- The future of cryptocurrencies is linked to a geopolitical and technological battle with unpredictable consequences.
A 100% Chinese chip: Deepseek’s weapon against Nvidia
When Deepseek unveiled its LLM in January, the impact on the ECC ecosystem had already shaken the markets. It was this same AI that disrupted world geopolitics. Today, the company takes an additional step with a new generation chip, designed without dependence on international supply chains.
Admittedly, on paper, this chip remains less powerful than that of Nvidia. But the key point is elsewhere: it offers strategic independence in China. Opposing Nvidia on its own territory, Beijing could force the American giant to abandon a huge market.
For Crypto, this news is far from trivial. Nvidia is not limited to AI: its graphics cards also feed an important part of the exploitation of cryptography. By weakening NVIDIA, Deepseek directly threatens the global blockchain infrastructure.
Effect of trade war and boomerang
Behind this maneuver, the shadow of the trade war initiated by Donald Trump is still looming. The temporary export ban on Nvidia fleas in China, followed by strict security rules, opened a violation that Beijing has accelerated to exploit. Result: China has encouraged its companies to turn its back on American technologies.
If Nvidia completely withdraws from the Chinese market, the impact will be double. On the one hand, the revenues of the American giant would collapse. On the other hand, the cryptography sector, already sensitive to political and technological ads, would undergo an indirect shock. The minors, who depend strongly on the GPUs, could find themselves trapped in an increasingly unstable global supply game.
This equation is explosive: fewer Nvidia chips, no more dependence on Chinese alternatives, in a country which, let us remember, remains hostile to cryptos.
An uncertain future between domination and disturbances
The arrival of this Deepseek chip is not only a challenge for Nvidia, it is a large -scale test for global industry. If the chip is competitive, Nvidia and Deepseek could engage in an open war for technological domination. But even if it remains inferior, the effect of political and economic lever could be sufficient to redraw the card of the AI and the crypto.
In any case, the scenario is not reassuring for cryptocurrency investors. A technologically autonomous, but closed China with digital assets, associated with a weakening of Nvidia, represents a double threat.
In short, cryptocurrencies are again taken in a battle beyond: that of global technological supremacy. And in this duel, each new chip could become an economic weapon with unpredictable consequences.
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Fascinated by Bitcoin since 2017, Evariste continuously sought the subject. Although his initial interest has been in the trade, he now actively seeks to understand all the advances centered on cryptocurrencies. As editor -in -chief, he strives to regularly deliver high quality work that reflect the state of the sector as a whole.
Non-liability clause
The points of view, the thoughts and opinions expressed in this article belong only to the author and must not be considered as investment advice. Do your own research before making investment decisions.
