Since the release of the domestically produced large model DeepSeek in 2025, the global market has sharpened its focus on artificial intelligence (AI), leading to a noticeable acceleration in the industry's iterative processesProminent companies around the world have openly shared their latest developments in the realm of AI, driven largely by the competitive landscape that DeepSeek has helped shapeAccording to data from Wind, on February 17, the Wind AI Concept Index saw an increase of 1.49% — a striking 37.37% cumulative rise since January 7.

Industry analysts suggest that DeepSeek is not just a catalyst for innovation within the global AI sector; it has also influenced the overarching dynamics of the market and bolstered confidence in domestic AI industriesThe opportunities presented by DeepSeek, notably in AI applications, edge AI, and computational power, have given many investors and companies a reason to look optimistically toward the future.

The competition among large AI models has become increasingly fierceDeepSeek’s emergence has disrupted former hierarchies within the AI market, encouraging more enterprises to engage in “open-source + free” AI initiativesThe global contest for dominance in AI modeling is intensifyingRecently, Elon Musk, CEO of Tesla, announced on the social platform X that the highly anticipated Grok 3 model would be released this coming Monday evening Pacific Time, highlighting a live demonstration during the unveilingMusk claims Grok 3 will be “the smartest AI on Earth.”

This isn't the first time Grok's development has made headlinesIn the previous year, Musk asserted that xAI’s next-generation model, Grok 3, would be trained on 100,000 H100 GPUs, originally expected to launch by the end of 2024. However, this target was missedAt the recent 12th World Government Summit held in Dubai, he indicated that internal testing suggests that Grok 3 has surpassed all publicly available models so far

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The strength of its capabilities, he notes, sometimes evokes a sense of fear, as it can propose utterly unexpected yet highly relevant solutions.

In addition to xAI, Sam Altman, CEO of OpenAI, recently announced through the same social platform that GPT-4.5, codename “Orion,” is set to launch in the coming weeks, with plans for GPT-5 to follow in a few monthsThis suite will incorporate OpenAI’s extensive technologies and will be utilized across ChatGPT and its API platformGoogle has also made headlines with the official announcement that its latest AI model suite, Gemini 2.0, is now open for all users.

From an industry perspective, Yan Guicheng, a leading communications industry analyst with Citic Securities, emphasizes that the long-term outlook for AI remains bright as it continues to represent a significant trajectory within the tech sectorStakeholders are encouraged to maintain their vigilance.

DeepSeek is not only making waves in terms of technology but is actively expanding its ecosystemRecently, several major enterprises and local governments have begun to integrate DeepSeek into their operations, implementing localized deploymentsNotably, WeChat has entered a gray testing phase that incorporates DeepSeekSelected users will see an "AI Search" option at the top of their chat interface, granting them access to the full capabilities of the DeepSeek-R1 model and enriching their search experiences across platforms.

Tencent has stated that this integration of DeepSeek into WeChat’s AI search functionality amalgamates sources from WeChat official accounts, video accounts, and beyond, while also supporting internet-based searchesThis aims to provide users with a more comprehensive, real-time, and accurate array of responsesCurrently, this feature is in the testing stage, with ongoing optimization based on user feedback.

The “Happiness Futian” official microblog recently announced the launch of an AI digital employee developed on the DeepSeek platform

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This initiative saw the rollout of the administrative model version 2.0 in Shenzhen’s Futian District, which combines general capabilities from DeepSeek with customized, intelligent agents tailored to specific operational workflows across various departments, initially catering to 240 different business scenarios.

Recently, major cloud platforms like Huawei, Alibaba, Baidu, Tencent, and JD.com have announced connections to the DeepSeek model, with a number of brokerages, banks, and public investment funds signaling their integration as wellFang Wenqian, a computer industry analyst at Shanxi Securities, believes that the commercial opportunities following WeChat’s integration of DeepSeek will continue to expandAs AI democratization progresses, applications in more specialized fields are likely to accelerate their emergence.

The investment scene centered on AI applications has garnered increased attention as these large models evolve rapidlyYue Zheng, a media and internet industry analyst with China Galaxy Securities, argues that the partnership between major corporations and DeepSeek reflects a model that fuses “high-traffic entry points + advanced models,” thereby reducing the costs associated with adopting cutting-edge AI technologiesThis trend is expected to notably enhance AI penetration in the marketMoreover, the influence of dominating players in software innovation, hardware requirements, and numerous additional aspects could initiate a chain reaction that propels the AI industry forward.

Liu Xi, the chief computer industry analyst at Guohai Securities, echoes support for the opportunities presented by DeepSeek in the domestic AI landscape, particularly within AI applications, edge AI, and computational requirementsAs companies benefit from the significant enhancements in capabilities that DeepSeek offers, dwindling prices for upstream large model APIs could hasten the commercial maturation of application manufacturers

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