Beijing – Chinese companies use the latest model of artificial Deepseek to see how it can improve performance.
The model of Chinese artificial intelligence has stormed the world in recent weeks after presenting the reasoning process and claims that ChatgPT Rival Openai was cut – despite the restrictions of Chinese access to advanced semiconductors needed to develop technology.
Eight Car manufacturers in this Hunterat least nine financial companies, Three state telecommunications operators and the smartphone brand Honor They are among many who rushed last week to integrate with Deepseek. The operators of processing in the cloud Alibaba, Huawei, Tencent and Baidu have all ways to access customers to the latest Deepseek model.
“This is quite unprecedented,” said Wei Sun on Monday, the main analyst of artificial intelligence in Contraint Research. She pointed to the rate of adoption, the scale of business integration and the width of specific industries.
“When we have them all, we know that it has a great social and economic impact,” she said.
Optimism over artificial intelligence spread to Chinese supplies. UBS said on Wednesday that Chinese actions related to AI increased by 15% since the beginning of the year, exceeding the wider MSCI China index by 9%.
Time is a great factor in universal interest. Deepseek has released his latest R1 model on January 20, and the news about its cheap reasoning was caused by the file Global sale of technological actions January 27 – just like Millions of municipal employees in China returned to their hometown To celebrate an eight -day vacation in the new moon year.
As a result, less developed parts of China gained a better understanding of artificial intelligence and its influence, the topic previously limited to conversations in China's largest cities, said Wenhao Zhang, CEO of consumer marketing advisor based in Beijing Doodod.
“This is a serious education on the market. This will push the development of the entire ecosystem, “he said on Tuesday in Mandarin, translated by CNBC.
Zhang, who studied AI at the University of Tsinghua, founded DODOD in 2012 to build customer involvement through social media analysis. He said that the company – which China Merchant Bank and Toyota counts as customers – began to look at Deepseek offers at the end of last year and began to use it more after releasing R1 at the end of January.
Deepseek, founded in 2023 from the quantitative Hedge Fund, had released the basic version of the R1 in Novemberand the V3 model in December. Launched Chatbota smartphone application in January.
Local implementation of Open Source
Another attractive factor for companies is that Deepseek models are open source, enabling people and companies to download and adapt.
Deepseek also advertised drastically lower application prices for using technology compared to OpenAI. CHATGPT is not officially available in continental China and requires users to provide a foreign phone number and payment methods with A supported country like the USA
Deepseek has changed the perception that AI models belong only to large companies and have high implementation costs, said James Tong, Movitech general director, a company dealing in software for enterprises, which claims that his clients are Danone and Chin's State Grid.
He said that Movitech began to integrate the earlier version of Deepseek in the fourth quarter of last year, helping to increase sales by about 25% from the same period in 2023. The company plans to launch a new application integrated in Deepseek by the end of March, to improve, said that customer ability to customers to decision making.
Many of the latest films about Chinese social media have shown how to launch the local version of Deepseek on Apple Mac Mini.
Online sales of Apple Mac Mini in China increased significantly from November to January, compared to the same previous periodIN According to data from the WPiC consultant. The data showed that the JD.COM website oriented electronics recorded unit sale around 20 200 in January, compared to almost 19 400 in December and around 12 250 in November.
Deepeek's accessibility is to put pressure on more expensive AI models to lower prices, enabling more technology to be adopted, said Chim Lee, a senior Asian analyst at Economist Intelligence Unit. He added that Open Source models allow financial, banking and healthcare companies-which are there Subject to the strict data protection principles in China – to develop the AI application locally.
“An indication of specific business applications is still very early, but the key is that Deepseek will accelerate the creation of artificial intelligence,” Lee said.
Beijing also increases support. The Chinese national supercomputer network announced on Tuesday qualifying companies and natural persons You can get three free months of access to Deepseek with subsidized computing force.
The network is similar to Stargate project supported by Trump OpenAI in the USA Building AI infrastructure “With the potential of” even faster scaling, “said Winston Ma, an assistant professor at NYU School of Law. He is also the author of “The Digital War: How Chin's Tech Power shapes the future of artificial intelligence, blockchain and cyberspace.”
Not focused on Deepseek
The rush to try Deepseek does not mean that this will be the only AI supplier for Chinese companies. Developers in the USA and China regularly release new models.
Movitech also uses the QWEN AI Alibaba model, said Tong, noting that the market wants technology that can reduce costs and get results, regardless of whether it is OpenAi or Deepek.
Hanghang AI, who has invested several hundred million yuan in the development of AI solutions for companies in 20 industries, uses a number of models, said the partner and operating director.
Many people first used “Baidu, and then realized that it was not as good as Kimi, and then it was not as good as (Bytedance) Doubao, who also lowered prices,” said Shu in Mandarin, translated by CNBC. “Now there is Deepeek.”
It will turn out how much generative artificial intelligence can increase efficiency and profits.
SHU predicts that small companies and companies that integrate artificial intelligence with equipment will benefit from larger consumer internet platforms, whose artificial intelligence has worked, focused more on increasing performance than on creating new consumer services.
Despite the falling prices of AI models, “small and medium -sized companies can still be in the waiting period for the acceptance of technology due to the relatively high costs of full implementation, including computing strength and adaptation, Mike Fang, senior director of the analyst at Gartner, said on Wednesday in Mandarin translated by CNBC.
But the consulting company predicts that by 2027 the average price of access to the AI generative model will amount to less than 1% of what it costs – and that by 2029 60% of Chinese enterprises will include AI in its basic products and services. , creating the best revenue growth factors.