Deepseek rocked the US -led ecosystem with its latest model, shaving hundreds of billions in the chip commander Nafidia The maximum market. While the sector leaders are struggling with the repercussions, the smaller artificial intelligence companies sees an opportunity to expand with the start of Chinese operation.

Many related companies on behalf of CNBC have told the appearance of Deepseek is a “huge” opportunity for them, rather than a threat.

“The developers are keen to replace the expensive and closed models in Openai with open source models such as Deepseek R1 …” said Andrew Feldmann, CEO of artificial brain systems, with Openai with open source models like Deepseek R1 … “

The company competes with NVIDIA graphics processing units and provides cloud -based services through its computing groups. Feldman said that the R1 version was born one of the largest brain mutations in demand for its services.

“R1 shows that [AI market] Feldman added that growth will not be dominated by one company-there are no trenched devices and software that are not present for open source models.

The open source indicates the programs where the source code is freely available on the web for the potential modification and redistribution. Open source Deepseek models, unlike those for competitors like Openai.

Deepseek also claims that the best American technology, although operating it at lower costs and training it without the occurrence of advanced graphic processing units, although their industry and competitors are their monitors Declareed these assurances.

“As in personal computers and the Internet, low prices help promote global adoption. Artificial intelligence market is on a similar secular growth path,” said Feldman.

Dibsic said of adopting new chips technologies by accelerating the artificial intelligence course from the training stage to the stage of “inference”, companies and industry experts.

Inference indicates the act of using and applying artificial intelligence to take predictions or decisions based on new information, rather than building or training the form.

“Simply, artificial intelligence training revolves around creating a tool, or algorithm, while inference revolves around publishing this tool actually for use in real applications,” said Felix Lee, an stock analyst at Mooringstar, with a focus on conductors.

While NVIDIA occupies a dominant position in graphics processing units used in artificial intelligence training, many competitors see Expansion In the “reasoning” sector, where he promised higher efficiency to reduce costs.

Li added that artificial intelligence training is very dense, but inference can work with less powerful chips to perform a narrower group of tasks.

A number of startups for artificial intelligence chips told CNBC that they see more demand for inference and computing chips with customer adoption and construction on the open source model for Deepek.

“[DeepSeek] Sayed Seth, CEO of Ai Chip Start-UP Matrix, said that it has been proven that the smaller open models can be able to be capable or more capable of the larger backup models, and this can be done on a small part of the cost.

“With the availability of small communications models, they motivated the age of reasoning,” CNBC told CNBC, adding that the company has recently witnessed an increase in interest from international customers looking to accelerate their inference plans.

Robert Washing, co -founder and director of operations at the Al -Eric maker, said dozens of companies have communicated with the start of operation since Dibsic released thinking models.

Companies 1738999077 “The transfer of their spending from training groups to the inference groups,” he said.

“Deepseek-R1 has proven that the reckoning time is now [state-of-the-art] Each seller of a main model and thinking is not cheap – we will only need more and more ability to calculate these models for millions of users. “

Analysts and industry experts agree that Deepseek’s achievements are a batch of artificial intelligence and the wider artificial intelligence industry.

“Deepseek’s performance seems to be based on a series of engineering innovations that significantly reduce the costs of reasoning while improving the cost of training as well.” a report From Bain & Company.

“In a bullish scenario, continuous efficiency improvements may lead to a cheaper conclusion, which increases the adoption of artificial intelligence,” he added.

This style explains Javon’s paradox, a theory in which the cost cuts in the new technological motivation.

Wedbush, financial services and Wedbush, said in a research note last week that it still expects to use artificial intelligence through consumers and retail consumers worldwide to pay the demand.

Talk to Fast money for CNBC Last week, Sunny Madra, COO in GROQ, which develops chips to infer artificial intelligence, suggested that with the growth of the total demand for artificial intelligence, the smaller players will have more growth space.

Because the world will need more symbols [a unit of data that an AI model processes] “NVIDIA cannot provide enough chips to everyone, so it gives us opportunities for sale in the market more aggressively,” said Madra.