May 23, 2025 Stocks Topics Comments(16)

Domestic GPUs Support DeepSeek!

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In an era where artificial intelligence is not just evolving but erupting at an unprecedented pace, the competition among nations and corporations is intensifying like never beforeAmong the remarkable breakthroughs marking this tech renaissance, the emergence of DeepSeek in the year 2025 stands out as a seismic event, heralding a new chapter for the global AI industryWithin just a few weeks of its launch, DeepSeek captured widespread attention not merely as a product of technology but as a symbol of China's ascent in the competitive landscape of AI.

The initial performance metrics of DeepSeek were astonishing, shattering preconceived notions about the growth velocity of AI productsAccording to reports by AI Product Rankings, on the fifth day post-launch, DeepSeek's daily active user count surpassed that of ChatGPT at the same development stageWithin a mere three weeks, the user base skyrocketed to over 20 millionThese figures are a testament not only to the impressive technological capabilities of DeepSeek but also to its remarkable acceptance among the general consumer populace.

When comparing growth trajectories, DeepSeek's ascent is nothing short of extraordinaryWhile it took ChatGPT 244 days to achieve 15 million active daily users, DeepSeek accomplished the same feat in just 15 daysThis rapid ascendancy has been aptly termed “Chinese speed” by industry experts, showcasing the formidable competitiveness of DeepSeek as an AI application and underscoring China's technology breakthroughs and influence within the global AI arena.

DeepSeek's success is no mere stroke of luck; it can be attributed to the robust support from major enterprises across the global supply chain, particularly the local tech giants in ChinaThese companies have provided substantial technological backing in domains such as cloud services and semiconductor manufacturing, paving the way for DeepSeek to rapidly establish its robust ecosystem.

Cloud service support has been fundamental to DeepSeek's growth trajectory

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Major players in the Chinese cloud domain, including Huawei Cloud, Tencent Cloud, Alibaba Cloud, and Baidu Smart Cloud, have lent their resources for deploying and inferring the DeepSeek modelFurthermore, international cloud giants like AWS and Microsoft have been quick to provide necessary supportThis collaboration has not only accelerated the dissemination of DeepSeek's technology but has created an environment conducive to convenient development for developers, significantly lowering the barriers to AI application development.

Cooperation within the chip manufacturing sector has also been vitalIn the realm of AI applications, computational power is paramountDeepSeek has garnered the technical support of several leading chip manufacturers, including China's Huawei Ascend and Moore Threads, alongside global giants like NVIDIA, Intel, and AMDThese manufacturers swiftly committed to supporting DeepSeek's model deploymentFor instance, NVIDIA's NIM microservices platform has provided remarkable computational capabilities while both AMD and Intel integrated the DeepSeek model within their GPU and processor offerings, ensuring the stable and efficient operation of DeepSeek and providing essential technological support for China’s independent advancement in AI.

The rise of DeepSeek signifies more than just a technological win; it reflects a profound transformation in the competitive landscape of the global AI industryWith top-tier chip companies and cloud service providers entering the fray, the competitive dynamics have become more intenseYet, DeepSeek’s triumph does not rest solely on rivalry but hinges heavily on collaborative partnershipsFounder Liang Wenfeng has articulated a vision for an open ecosystem, promoting collective progress in the industry, signaling DeepSeek's intention to craft the future of AI applications hand in hand with numerous tech companies and developers.

The rivalry between China and the United States in the AI sector has intensified, and DeepSeek's debut poses a challenge to this landscape

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From Huawei to TikTok, and now DeepSeek, China is progressively shedding its external technological constraints while showcasing its formidable capacity for technological innovationAs stated by China's permanent representative to the United Nations, Fu Cong, “Technological suppression cannot succeed; this is a lesson the United States needs to learn.”

As we move toward a new era of AI application ecosystems, the significance of DeepSeek extends well beyond technological superiorityWithin the context of the rapidly accelerating global AI industry, the construction of AI application ecosystems becomes a pivotal competitive advantageDeepSeek has transitioned from a singular AI application to an open platform, attracting a diverse array of developers and enterprises ready to contribute.

In the future landscape of the AI industry, trends will likely lean towards technological homogeneity and model open-source initiativesDeepSeek's open-source framework aims to diminish development barriers, facilitating accessibility to technology for a larger audienceThe future of AI is envisioned not as the exclusive realm of a few tech behemoths but as a shared venture propelled collectively by a multitude of innovatorsLiang Wenfeng has stated that DeepSeek’s objective is to remain at the forefront of technology, propelling development across the entire ecosystem.

Ultimately, the emergence of DeepSeek epitomizes a significant victory for China's AI industry, marking a newfound stature for the nation in the global technology competitionSince the Opium War, China has faced numerous external challenges, yet DeepSeek's success heralds a triumphant narrative of China's resurgence in the technological domainRenowned scientist Rao Yi aptly remarked, “DeepSeek represents the greatest technological shock China has delivered to humanity since the Opium War.” As the wave of AI technology led by DeepSeek continues to spread, the internal landscape of global industrial chains will undergo a transformative shift, and the future AI marketplace is poised to evolve into a shared and mutually beneficial ecosystem

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