How DeepSeek Reflects Shifting Dynamics in the Global AI Market

Last Modified

2025-04-02

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Summary
DeepSeek’s technological innovations reduce reliance on massive computing power, but as AI applications continue to expand, long-term demand for compute resources will keep rising. Its emergence is pushing the industry to prioritize cost-effectiveness and efficiency, driving AI development toward lower costs and higher performance.

Table of Contents
1. DeepSeek’s Developmental Background
(1) DeepSeek’s low-cost, open-source model is poised to reshape the AI market
(2) DeepSeek reduces dependence on large-scale compute through algorithmic innovation

2. Shifting Competitive Landscape in the AI Market
(1) Computing power demand slows in the short term, but long-term outlook remains strong
(2) Global cloud services continue to grow, and DeepSeek is poised to accelerate AI adoption in
cloud-hosted applications

3. DeepSeek’s Impact on AI Applications and Future Challenges
(1) DeepSeek drives edge AI development and accelerates AI application at the device level
(2) Opportunities and challenges ahead for DeepSeek

4. TRI’s View
(1) Open-source and low-cost strategies are accelerating AI adoption—but also introducing
market and regulatory challenges
(2) Reshaping AI compute demand: A shift toward high efficiency and lower cost

＜Total Pages：10＞