GuShiio.com ①DeepSeek welcomes the wave of deployment adaptation, and chip, cloud computing, smart computing manufacturers, etc. have successively announced adaptations;
② Card dealers said that the demand for small and medium-sized computing power is increasing. Many interviewees believe that in the long run, DeepSeek will increase computing power demand, and high-quality open source and low-cost models will drive AI prosperity;
③ In the three trading days before the Year of the Snake, DeepSeek “ignited” the A-share technology sector.
Cailian News, February 7 (Reporter Fu Jing)“What kind of hardware configuration is needed to locally deploy the standard version of DS R1?” DeepSeek is currently popular around the world and ushers in a wave of deployment adaptation. Not only overseas giants, major domestic cloud platforms, domestic AI chip manufacturers, smart computing companies, software listed companies, etc. have successively announced their adaptation to it, DeepSeek is also favored by small and medium-sized enterprises and individual users. The above issues have also triggered discussions among many practitioners.
DeepSeek, which has “reduced” the cost of computing power on its own, has recently raised concerns about excess computing power. However, an interview with a reporter from the Financial News Agency learned that DeepSeek’s impact on the field of computing power is complex and multi-faceted. Many interviewees said that although DeepSeek has reduced the demand for clustered GPUs with high computing power requirements, with the wave of deployment adaptation, computing power resources that may have been limited by large-scale model training have been more widely utilized. In the long run, high-quality open source and low-cost models will drive AI prosperity, and computing power demand will decline instead of increasing.
DeepSeek deployment adaptation trend
“At present, many users are starting to deploy DeepSeek on their own, and the demand for small and medium-sized computing power is increasing.” A card counting dealer said in an interview with Cailian,”It is generally appropriate for users to locally deploy DeepSeek to choose A100 and H20 or above.”
However, some practitioners said,”It’s not realistic to deploy yourself. You still need to go through a cloud platform. Of course, it also depends on what model scale you choose.”
Reporters from the Financial Union found that more than 20 cloud service and smart computing companies have announced their support for DeepSeek this month, including Huawei Cloud, Tencent Cloud, Alibaba Cloud, Baidu Intelligent Cloud, Volcano Engine, Jingdong Cloud, the three major operator cloud, Digital China (000034.SZ), Qingyun Technology-U (688316.SH), etc. Many manufacturers also used “one-click deployment”,”3-minute call” and “zero code” as slogans during official announcements.
On the evening of the 6th, a reporter from Financial Union learned from Netease Youdao that Netease Youdao will fully embrace DeepSeek-R1. Its “Youdao Small P” will combine the thinking and analysis capabilities provided by DeepSeek-R1 ‘s long thinking chain to further optimize Personalized answering functions;Hi Echo, Youdao Zhiyun, QAnything and other products will also be fully connected to DeepSeek’s reasoning capabilities and will be upgraded one after another in the near future; new smart hardware products that integrate new reasoning model capabilities and version 2.0 of “Youdao Small P” will be launched soon.
During the Spring Festival holiday, overseas technology giants Microsoft, Nvidia, Intel, AMD, Amazon, etc. had taken the lead in launching DeepSeek; in the first three trading days of the A-share Year of the Snake, the DeepSeek concept continued to be strong,”igniting” the market in the technology sector.
According to incomplete review, Cape Cloud (688228.SH), Xinzhi Software (688590.SH), Yuntian Lifei-U (688343.SH), Paoland (688058.SH), Wanxing Technology (300624.SZ), Parallel Technology (839493.BJ), Daotong Technology (688208.SH), Bangyan Technology (688132.SH), Xiechuang Data (300857.SZ), Nanwei Software (603636.SH), Anheng Information (688023.SH), Youkede-W (688158.SH), SuperMap Software (300036.SZ), UFIDA Network (600588.SH), Yuanguang Software (002063.SZ) and other companies have successively expressed cooperation with DeepSeek.
On the afternoon of the 6th, due to overwhelming demand, DeepSeek quickly said: “Due to tight server resources, API service recharge has been suspended.”
“Whether at home or abroad, more people have learned about the existence of DeepSeek and have begun to try AI tools, which has brought about an increase in traffic.” Zhang Liang, co-founder of Lingxi Guangnian, told the Financial Union reporter.
It is reported that the DeepSeek-R1 reasoning model has demonstrated its strength compared with OpenAI’s top models in fields such as mathematics, programming and logical reasoning, while achieving a significant reduction in API call costs by 90%-95%. Guo Tao, an angel investor and senior artificial intelligence expert, told the Financial News Agency reporter that the trend of companies accelerating “embracing” DeepSeek is generally based on strategic considerations and long-term development needs.
“On the one hand, DeepSeek, as an advanced large-scale model technology, has broad application prospects and commercial value. By cooperating with DeepSeek, listed companies can expand business areas, improve technical levels and enhance market competitiveness. On the other hand, with the continuous development of artificial intelligence technology, more and more companies are beginning to realize their potential in business innovation and efficiency improvement, so choosing to cooperate with large model technology providers has become an inevitable trend.” He analyzed.
Guo Tao also mentioned,”There may be cases where some companies are riding on the heat and announcing a partnership with DeepSeek to attract market attention and increase stock prices.”
Demand for computing power does not decrease, but increases
DeepSeek remains popular, and its impact on computing power demand has become one of the most discussed topics in the industry.
Regarding the cooperative deployment of cloud platforms and large models such as DeepSeek, Guo Tao said that the cloud platform will provide necessary computing resources, storage resources and network bandwidth to support the operation and data processing of large models. During the cooperation process, both parties will also jointly optimize model performance and improve user experience. In addition, the cloud platform is also responsible for the operation and maintenance management of the large model to ensure its stable operation and update iterations in a timely manner. Through this model, the cloud platform can provide efficient and convenient large-scale model services and promote its own business development.
The above-mentioned computing card dealers admitted that when the cloud platform is launched on DeepSeek, the computing power demand will be affected to a certain extent.
However, Zhang Liang said,”In fact, major cloud platforms themselves have the ability to access third-party AI model frameworks, so accessing DeepSeek is a common behavior. Major cloud platforms are mainly connected to B-end manufacturers. These manufacturers can open DeepSeek’s API docking capabilities to more C-end users, or use them as a docking model to develop more vertical applications. There is an overall positive trend in the demand for computing power connected to cloud platforms.”
In the long run, Zhang Liang believes that DeepSeek will increase computing power requirements: “DeepSeek will reduce the cost of the entire AI model and improve the quality very high. On the basis of it, many vertical applications will be derived. The entire AI field is still in a very early stage. Looking at the 5-, 10-, and 20-year dimensions, AI will fill our daily lives in the future, and DeepSeek may serve as this kind of infrastructure. Although the underlying computing power is generally cheaper, the usage will increase.”
Zhou Feng, CEO of Netease Youdao, also said that high-quality open source and low-cost models will inevitably bring great prosperity to AI. DeepSeek will bring huge changes to thousands of industries. Reducing AI costs will surely accelerate the development of the industry, and there will soon be more AI use and more computing power needs.
The above-mentioned card dealer also told the Financial Union reporter,”The demand for computing power in model training may be affected, but it will be short-term, and GPT-5 will also bring large demand in the future.”
Some domestic AI chip practitioners also analyzed that due to the impact of DeepSeek, demand for large-scale smart computing centers is expected to be suspended this year. An AI computing power server supply chain person said that among the computing power centers currently under construction, high-performance computing power such as 4090, 5090, and H100 are commonly used in the commercial or Internet industries, which is also the main direction of supply to customers. He believes that the emergence of DeepSeek may drive an increase in demand for domestic computing power, but the technical route will not change in the short term.
