Beijing – Chinese companies are leveraging DeepSeek’s latest AI model to understand how to improve productivity.
China’s AI model has swept the world in recent weeks after demonstrating its inference process and claims to undercut the cost of rival Openai – despite the U.S. restrictions on China’s high-level semiconductors needed to develop technology.
eight Automobile Manufacturer include Bitat least nine financial securities companies, Three state-owned telecom operators And smartphone brands honor It was one of many people who were eager to integrate with DeepSeek last week. Cloud computing operators Alibaba, Huawei, Tencent and Baidu all provide customers with ways to access the latest models of DeepSeek.
“This is unprecedented,” Wei Sun, chief artificial intelligence analyst at Counterpoint Research, said in an email on Monday, noting the adoption rate, scale and breadth of specific industries covered.
“When we have all of this, we know that it has a huge social and economic impact,” she said.
Optimism about artificial intelligence has spread to Chinese stocks. UBS said on Wednesday that AI-related Chinese stocks have grown 15% since the beginning of the year, outperforming the broader MSCI China Index by 9%.
An important factor in widespread interest is timing. DeepSeek released its latest R1 model on January 20, prompting news about its low-cost inference capabilities Global technology stocks sell January 27 – same Thousands of urban workers in China return to their hometowns Celebrating the eight-day Lunar New Year holiday.
Wenhao Zhang, CEO of Beijing-based consumer marketing consulting firm DOODOD, said that the less developed parts of China have a better understanding of AI and its impact, a topic previously limited to dialogue among China’s largest cities.
“This is the main education of the market. This will drive the development of the entire ecosystem,” CNBC translated Mandarin said.
Zhang studied AI at Tsinghua University and founded Doodod in 2012 to build customer engagement through social media analytics. He said the company (who sees both Chinese merchants’ banks and Toyota as clients) began researching DeepSeek’s products late last year and began using it after the R1 release in late January.
DeepSeek was built on quantitative hedge funds in 2023. The basic version of R1 was released in Novemberand the December V3 model. It launched a Smartphone chatbot app for January.
Open source local deployment
Another attractive factor for businesses is that DeepSeek’s model is open source, allowing individuals and companies to download and customize.
DeepSeek also advertises low ad ranges for applications using its technology with OpenAI. CHATGPT cannot be used officially in mainland China, and users are required to The United States supports countries such as the United States
James Tong, CEO of enterprise software company Movitech, said DeepSeek changed the perception that AI models belong to large companies only and have high implementation costs.
He said Movitech began integrating earlier versions of DeepSeek in the fourth quarter of last year, helping sales of about 25% in the same period in 2023. The company plans to launch a new DeepSeek comprehensive application by the end of March. He said the client’s ability to make decisions.
Many of the latest videos on Chinese social media show how to run a local version of DeepSeek Apple’s Mac mini.
From November to January, Apple Mac Mini online sales in China rose sharply, and during the same period,,,,, According to data from consulting firm WPIC. The data shows that the electronics-focused JD.com website recorded about 20,200 unit sales in January, up from nearly 19,400 in December and about 12,250 in November.
Chim Lee, senior Asian analyst at the Economics Intelligence Department, said DeepSeek’s affordability is lowering prices to more expensive AI models, allowing more businesses to adopt the technology. He added that the open source model allows finance, banking and health care businesses – Adhere to strict data protection rules in China to develop AI applications locally.
“It’s still early to point out specific business applications, but a key point is that DeepSeek will accelerate the commodification of AI,” Li said.
Beijing is also increasing support. China’s National Supercomputing Network announced Tuesday Qualified companies and individuals Three months of DeepSeek access can be obtained, as well as the computing power of subsidies.
The network is similar to Openai-supported Stargate Project In the United States Establishing AI infrastructure Winston MA, an adjunct professor at the New York University School of Law, said Wednesday that it was possible to expand “faster”. He is also the author of “Digital War: How China’s Technological Power Shapes the Future of AI, Blockchain and Cyberspace”.
Not centered on Deepseek
The rush to try DeepSeek does not mean it will be the only AI provider for Chinese companies. Developers in the United States and China regularly release new models.
Tong said Movitech also used Alibaba’s QWEN AI model, noting that the market hopes the technology can reduce costs and incur the maximum costs, whether it’s Openai or DeepSeek.
Partner and COO SHU WEIBING said that Hanghang AI has invested hundreds of millions of yuan to develop AI solutions for companies in 20 industries and has used a series of models.
Many people first use “Baidu and then realize it’s not as good as Kimi, then it’s not as good as bytedance’s Doubao.” “It’s DeepSeek now.”
It remains to be seen that the generated AI can increase productivity and profitability.
Shu predicts that small businesses and companies that integrate AI with hardware will benefit from consumer-facing Internet platforms, and he said that AI’s work has been more focused on improving efficiency rather than creating new consumer services.
Despite the price drop in AI models, “small and medium-sized enterprises may still be waiting for a period of time because the cost of full deployment is relatively high, including computing power and customization, Mike Fang, may also be adopting the technology. Said on Wednesday in Mandarin translated by CNBC.
But consulting firms predict that by 2027, the average price of accessing generated AI models will be less than 1% of the current cost – by 2029, 60% of Chinese companies will include AI in their main products and services, making up the highest revenue growth Drivers.
