94Ha Viewpoint
The rise of DeepSeek marks the arrival of a new era in the global AI industry. Its efficient and low-cost reasoning model not only provides strong technical support for China’s rise in the global AI market, but also brings tremendous changes to the entire industry.
The rapid rise of DeepSeek not only redefines China’s position in the global artificial intelligence (AI) field, but also injects revolutionary impetus into the entire AI industry. According to data from the US company Huggingface’s machine learning platform, DeepSeek R1 has been downloaded nearly 500,000 times in the past 10 days; combined with the downloads of the V3 version, the total number of DeepSeek downloads has exceeded one million.
Through independent research, DeepSeek revealed OpenAI’s undisclosed reasoning technology, significantly advancing the development of large-model reasoning capabilities. Through a comprehensive analysis of DeepSeek’s technological achievements and industrial impact, we can clearly see the profound impact of this innovative platform on the global AI market.
DeepSeek not only breaks through the bottleneck of artificial intelligence reasoning models in technology, but its comprehensive cost-effectiveness in cost and performance has also attracted widespread attention around the world. Compared with other technology giants, DeepSeek redefines the application of large AI models through its efficient reasoning capabilities and cost advantages.
The low-cost, high-performance AI base capabilities will accelerate the arrival of the AI popularization era for 1 billion users. In the coming months, all large Transformer models other than OpenAI will borrow and add DeepSeek’s reasoning module. This is thanks to DeepSeek’s full open source. This will also accelerate the penetration of AI into various software and hardware, accelerate the AIization of operating systems, and accelerate the emergence of multimodal AI applications.
Second-tier base large models face pressure
The emergence of DeepSeek will have a significant impact on American technology giants. With its deep accumulation in AI and cloud computing, especially its cooperation with OpenAI and the newly launched DeepSeek cloud service, Microsoft will further consolidate its advantages in AI computing, especially inference computing. Although Amazon’s AWS cloud platform lacks the strength of its own large models, it can improve its competitiveness by integrating open source models such as DeepSeek and seize market opportunities brought by the growing demand for AI computing. Meta will benefit from the open source nature of DeepSeek, improve the performance of the Llama model and reduce costs, and promote innovation in smart hardware and application development.
Nvidia may face the challenge of declining GPU demand in the short term, but in the long run it will still maintain its dominant position in the field of AI computing hardware. Google faces a greater challenge as DeepSeek’s efficient reasoning and low cost pose competitive pressure on its cloud services and AI technologies. Tesla and xAI may become short-term beneficiaries. DeepSeek’s technical ideas are in line with the ideas of Tesla CEO Musk and may help its AI development.
As one of DeepSeek’s main competitors, OpenAI’s technological advantage in reasoning models is gradually being approached by DeepSeek. As DeepSeek further breaks through technical bottlenecks, OpenAI’s To B (Editor’s note: customers are enterprises or organizations) market share may be affected; in the To C (Editor’s note: customers are individual consumers) market, OpenAI will be forced to continue upgrading and opening more free functions.
AI application companies are the biggest beneficiaries
With the rise of DeepSeek in technology and market, second-tier base model companies may face greater competitive pressure, such as Anthropic, Mistral, etc., as well as other large model companies in China. If these companies cannot effectively improve their technology or reduce costs, it will be difficult for them to stand out in the fierce market competition. DeepSeek’s strong competitiveness will also accelerate the technological elimination of second-tier large-model companies, and ultimately lead to the concentration of industry resources on cutting-edge technology companies.
AI application companies are the biggest beneficiaries of DeepSeek’s rise. With the advancement of technology and the reduction of costs, more and more industries can use the efficient inference model provided by DeepSeek to achieve large-scale AI applications.
Whether in medical, financial, education or other industries, the penetration of AI technology will be further accelerated. DeepSeek’s technology will undoubtedly provide these application companies with strong technical support and lower costs. For example, popular AI programming platforms such as Cursor, after connecting to DeepSeek, only cost a few cents a day to use large models, which is equivalent to giving them away for free. This will greatly stimulate the enthusiasm of various industries to use AI. So far, the cost of using large video models is still extremely expensive, and ordinary users are in urgent need of such platforms to reduce costs and increase efficiency.
The rise of DeepSeek marks the arrival of a new era in the global AI industry. Its efficient and low-cost reasoning model not only provides strong technical support for China’s rise in the global AI market, but also brings tremendous changes to the entire industry. With the accelerated development of AI technology, global companies will find their own opportunities and challenges in this technological revolution.
For the AI industry, DeepSeek’s success is just the beginning. In the future, there will be more innovative companies and technologies that will drive the leapfrog development of the entire industry. With OpenAI about to release ChatGPT o3, Google releasing Gemini 2 Pro, and XAI releasing Grok 3, 2025 will be an even more exciting year for AI development.
