雷峰网·2025-04-10 10:37Core Viewpoint - The emergence of the open-source model DeepSeek has created a significant market response, but its commercial viability for cloud service providers remains uncertain due to limited application scenarios and high costs associated with adapting to domestic chips [2][6][12]. Group 1: Market Response to DeepSeek - DeepSeek has generated a surge in interest among domestic enterprise clients, particularly in the government and financial sectors, leading to numerous inquiries about API integration and deployment solutions [2][3]. - Despite the initial excitement, the actual conversion of interest into sales is questionable, as many clients are hesitant to commit due to budget constraints and procurement processes [3][4]. - The introduction of DeepSeek has led to a wave of organizational restructuring among cloud service providers, with some companies rapidly adjusting their strategies and investments in response to market dynamics [2][4]. Group 2: Challenges in Adapting to Domestic Chips - Adapting DeepSeek to domestic chips poses significant technical challenges, as current domestic chips lag behind NVIDIA GPUs in terms of computing power and memory bandwidth, potentially reducing model inference efficiency [6][7]. - The requirement for full-stack self-control in domestic scenarios complicates the adaptation process, necessitating extensive customization that demands substantial human and financial resources [7][8]. Group 3: Organizational Restructuring - Cloud service providers are adopting different strategies regarding their business models, with some opting for separation of B2B and B2C operations, while others are integrating these functions [8][9]. - Companies like Baidu and Alibaba are restructuring their operations to focus on specific segments, while Tencent is pursuing a more integrated approach to leverage its resources effectively [9][10]. Group 4: Financial Implications and Profitability - The financial outlook for major cloud service providers has been negatively impacted by the emergence of DeepSeek, with previously set profitability timelines being pushed back [11][12]. - Despite significant investments, only Alibaba Cloud has achieved profitability, raising concerns about the sustainability of the business models of other providers in the face of rising operational costs [11][12][15]. Group 5: Cost and Competition - The provision of DeepSeek services is becoming increasingly costly for cloud service providers, with some estimates suggesting that companies could incur monthly losses of up to 400 million due to high operational costs [13][14]. - The competitive landscape is intensifying as cloud providers are forced to innovate and optimize their offerings to avoid losses, marking a shift from a previously stable market to a more volatile environment [14][15].