Seek .(US:SKLTY) Zheng Quan Shi Bao Wang·2025-02-05 22:49Core Viewpoint - The domestic open-source large model DeepSeek has emerged as the fastest-growing AI application globally, attracting significant attention in the tech community and challenging existing beliefs about computing power [1][2]. Group 1: DeepSeek's Performance and Adoption - DeepSeek has achieved 16 million downloads within 18 days and surpassed 20 million daily active users by February 4, 2025, making it the fastest-growing AI application worldwide [2]. - The model utilizes efficient distillation technology to transfer capabilities from large models to smaller, more efficient versions, significantly reducing memory usage and optimizing performance through Multi-Head Latent Attention (MLA) and DeepSeek MoE technologies [2][3]. Group 2: Impact on the AI Industry - DeepSeek's cost advantages stem from its efficient hardware selection, novel distillation techniques, and open-source API strategy, indicating a trend towards more efficient AI development [3]. - The model's success has raised questions about the reliance on traditional computing power, leading to notable stock price declines for major players like NVIDIA and other related companies [3]. Group 3: Hardware and Software Integration - Major international chip manufacturers, including NVIDIA, AMD, and Intel, have integrated DeepSeek into their products, enhancing AI model efficiency and simplifying deployment processes [5][6]. - Domestic AI chip companies, such as Haiguang Information and Moer Technology, have successfully adapted DeepSeek models to their hardware, promoting broader AI technology adoption across various industries [6][7]. Group 4: Cloud and Application Integration - Leading cloud service providers, including Huawei Cloud, Tencent Cloud, and Alibaba Cloud, have announced support for deploying DeepSeek models, enhancing user experience and accessibility [7][8]. - Various application developers, such as Wankong Technology and Qianxin, have integrated DeepSeek into their products, significantly lowering the cost and technical barriers for users [8][9].