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Beijing – Chinese companies are taking advantage of the New Deepseek artificial intelligence model to see how productivity can improve.
The Chinese AA model assault the world in recent weeks after showing its reasoning process and affirms to undermine the Openai rival rival chatpt in the cost, despite US restrictions on Chinese access to advanced semiconductors necessary to develop technology.
Eight Automobile manufacturers including Bydat least nine financial stock companies, Three state telecommunications operators and smartphone brand Honor They are among the many who have rushed in the last week to integrate with Depseek. Alibaba, Huawei, Tencent and Baidu cloud computing operators have offered ways for customers to access the Deepseek model.
“This is quite unprecedented,” said Wei Sun, a leading artificial intelligence analyst in counterpoint investigation, in an email on Monday. He pointed out the adoption rate, the commercial integration scale and the amplitude of the specific industries covered.
“When we have all this, we know that it is having a great social and economic impact,” he said.
Optimism about artificial intelligence has spread to Chinese actions. UBS said on Wednesday that Chinese actions related to AI have increased by 15% since the beginning of the year, exceeding the broader index of China MSCI by 9%.
An important factor in the general interest is the time. Depseek launched its latest R1 model on January 20, and the news of its low -cost reasoning capabilities caused a Liquidation of global technological actions January 27, as Millions of urban workers in China returned to their cities of origin To celebrate the eight -day new -year holidays.
As a result, China’s less developed parties obtained a greater understanding of AI and its impact, a topic previously limited to conversations in the largest cities in China, said Wenhao Zhang, CEO of the consumer marketing consultant based in headquarters in Beijing Doodod.
“It is an important market education. This will promote the development of the entire ecosystem,” said Tuesday in Mandarin, translated by CNBC.
Zhang, who studied at the University of Tsinghua, founded Doodod in 2012 to develop client participation through social networks analysis. He said that the company, which has the Bank and Toyota of the China merchant as clients, began to observe the Depseek offers at the end of last year and began using it more after the launch of R1 at the end of January.
Deepseek, founded in 2023 of a quantitative coverage fund, there were launched a basic R1 version in Novemberand a V3 model in December. Launched a Smart Telephone Chatbot application in January.
Local Open Source Implementation
Another attractive factor for companies is that Deepseek models are open source, allowing people and companies to download and customize it.
Deepseek also announced drastically lower prices for applications to use their technology versus Openai. ChatGPT is not officially available in continental China and requires that users provide a phone number abroad and a payment method of a compatible country like the United States
Deepseek changed the perception that AI models only belong to large companies and have high implementation costs, said James Tong, CEO of Movitech, a business software company that says its clients include Danone and the Chinese state network.
He said that Movitech began integrating an earlier version of Depseek in the fourth quarter of last year, helping to increase sales by approximately 25% since the same period in 2023. The company plans to launch a new integrated application of Deepseek at the end of March To improve customer capacity to make decisions, he said.
Many recent videos on Chinese social networks have shown how to execute a local version of Depseek in Apple Mac Mini.
Apple Mac Mini online sales in China rose significantly from November to January, compared to the same period of the previous year, According to the data of the WPIC consulting. The JD.com site centered on electronics registered sales of units of around 20,200 in January, compared to almost 19,400 in December and around 12,250 in November, according to the data.
The affording of Deepseek is pressing more expensive models to reduce prices, which allows more companies to adopt technology, said Chim Lee, a senior analyst of Asia of the Economist Intelligence Unit. He added that open source models allow finance, banking and medical care companies, which are Subject to strict data protection rules in China: Develop applications of the locally.
“It is still very early to point out specific commercial applications, but a key conclusion is that Depseek will accelerate the commercialization of AI,” Lee said.
Beijing is also increasing support. China’s National Supercomputing Network announced Tuesday that Eligible companies and individuals You can get three free months of access to Deepseek, along with subsidized computer power.
The network is similar to Stargate project backed by Trump de OpenAi In the United States by IA infrastructure construction – With the potential of “even a faster scale,” Winston Ma, an attached professor at the Nyu Law Faculty, said Wednesday. He is also the author of “the digital war: how China’s technological power shapes the future of AI, the blockchain and cyberspace.”
Not focused on Deepseek
Hurry to try Deepseek does not mean that it is the only AI supplier for Chinese companies. Developers in the United States and China are regularly launching new models.
Movitech also uses Alibaba’s qwen ai model, said Tong, and pointed out that the market wants technology that can reduce costs and produce the results more, either OpenAi or Deepseek.
Hanghang AI, who has invested several hundreds of yuan to develop AI solutions for companies of 20 industries, uses a variety of models, said the partner of Operations Shu Weibing.
Many people first used “Baidu, then realized that it was not as good as Kimi, so it was not as good as Doubao (from Bytedance), which also reduced prices,” Shu said in Mandarin, translated by CNBC. “It’s now deep.”
It remains to be seen how generative productivity and profits can increase.
Shu predicts that small businesses and companies that make up the AI with hardware will benefit more than large internet platforms oriented to consumer, whose AI work until now, he said, has focused more on increasing efficiency instead of creating new Consumer services.
Despite the fall prices of artificial intelligence models, “small and medium enterprises can still be in a waiting period and see” to adopt technology due to the relatively high cost of a complete implementation, including computer power and Personalization, Mike Fang, senior director of Gartner, said Wednesday in Mandarin translated by CNBC.
But the consulting firm predicts that by 2027, the average price to access a generative the AI model will be less than 1% of what it costs now, and that by 2029, 60% of Chinese companies will have incorporated AI in their products and primary services. , forming the main drivers of income growth.
