AI Money Floods In: DeepSeek $7B, Marvell ATH, Figma 44%
Rendy Andriyanto
Gotrade Team
Reviewed by Gotrade Internal Analyst
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Gotrade News - Capital is pouring into artificial intelligence names this week as DeepSeek lines up a $7 billion round and Marvell prints a record high. Figma shares jumped 44% in May, underscoring how broadly AI enthusiasm is reshaping growth equity flows.
The moves come as Google's Gemini-driven search shift unsettles the online ad market and reorders which assets investors call defensible. Traders are now repricing semiconductors, design software, and Chinese AI startups within the same risk envelope.
Key Takeaways
DeepSeek is finalizing a roughly $7 billion raise at a $52 to $59 billion valuation, anchored by Tencent and CATL.
Marvell closed up 32.52% at a record $290.79 after Jensen Huang called it the next trillion-dollar company.
Figma rallied 44% in May on 46% revenue growth and a 139% net dollar retention rate.
DeepSeek Anchors China's AI Funding Wave
According to Reuters via Investing.com, DeepSeek is raising about 50 billion yuan in its first external round. The implied valuation sits between 350 and 400 billion yuan, or roughly $52 billion to $59 billion in dollar terms.
Tencent is weighing a 10 billion yuan check while battery maker CATL is considering 5 billion yuan, the report said. Founder Liang Wenfeng is committing 20 billion yuan of personal capital, keeping the total investor count under ten participants.
The startup has drawn global attention for delivering performance comparable to OpenAI and Anthropic at lower compute and training costs. Its recently launched V4 series follows the V3 and R1 models that gained recognition in early 2025.
Potential co-investors include China's national AI fund, Netease, and JD.Com, according to the same report. The round is expected to close within weeks, providing fresh ammunition for an aggressive product cadence.
As reported by Watcher.Guru, Marvell Technology (MRVL) hit an intraday record of $290.79 on June 2, finishing the regular session up 32.52%. After-hours trading lifted shares another 9.64% to $318.83, valuing the company near $255 billion.
The stock has tripled year to date and quadrupled over the past twelve months as investors digest its role in Nvidia (NVDA) data center systems. Marvell supplies custom ASICs and high-speed optical connectivity that knit distributed AI clusters together, the report noted.
Huang argued that distributing a computing problem across an entire data center makes connectivity the gating constraint, calling Marvell the next trillion-dollar company. Reaching that threshold would require roughly quadrupling from current levels, an aggressive but no longer unimaginable bar.
Per The Motley Fool, Figma (FIG) surged 44% in May after a 13% pop on May 15 following first-quarter results. Revenue grew 46% to $333.4 million, well ahead of the $316 million estimate and accelerating from 40% the prior quarter.
New AI tools like Figma Make and Figma Weave drove conversion from free to paid users across the customer base. Net dollar retention reached 139%, the fastest pace in two years, while adjusted operating income climbed to $52.1 million.
Figma also raised full-year revenue guidance to a range of $1.422 billion to $1.428 billion, implying 35% year-over-year growth. Bloomberg separately flagged how Google's Gemini AI search shift is rattling the online ad market, adding another variable to AI-era equity valuations.
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