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月访问量超ChatGPT DeepSeek正在重新定义AI竞赛
SKLTYSeek .(SKLTY) 中国经营报·2025-03-31 22:14

Core Insights - DeepSeek has become the fastest-growing AI tool globally, surpassing OpenAI's ChatGPT in monthly website visits, reaching 525 million visits in February 2025 compared to ChatGPT's 500 million [1] - DeepSeek's market share has increased from 2.34% to 6.58%, making it the third-largest player in the AI tools market, following ChatGPT and Canva [2] - The launch of DeepSeek's open-source reasoning model, DeepSeek-R1, has significantly impacted the global AI industry landscape, leading to a shift in capital markets [1][2] Market Performance - DeepSeek's chatbot has a total visit count of 792.6 million and 136.5 million unique users, capturing 12.12% of the chatbot market, ranking second [2] - The total visits to AI tools globally reached 12.05 billion in February, with 3.06 billion unique visitors interacting with various AI tools [2] - Following the release of the DeepSeek R1 model, user growth surged by 125 million in January, with over 80% of new users joining in the last week of that month [2] Technological Advancements - The recent release of DeepSeek-V3, with 685 billion parameters, has significantly improved its capabilities in coding, mathematics, and reasoning, rivaling top models like Anthropic's Claude 3.7 [4] - DeepSeek's open-source model allows for widespread accessibility and usage, contrasting with commercial models that charge fees [5] - The performance leap in DeepSeek-V3 suggests potential for future major updates, indicating ongoing innovation within the company [4][5] Industry Impact - DeepSeek's rapid rise is reshaping the AI industry, indicating a more competitive landscape ahead [3] - The introduction of open-source models by DeepSeek is expected to trigger a wave of similar developments in China, raising concerns about the technological gap between the US and China [5] - The efficiency and cost-effectiveness of DeepSeek's models position it as a strong competitor in the AI market, potentially marking 2025 as a pivotal year in US-China AI competition [5][6]