AI Revolution: China's Great Leap in Tech Through DeepSeek
Paul Grieselhuber
Founder, director
Chinese companies are racing to integrate DeepSeek’s AI model, driving a surge in AI-related stocks and investor speculation. Great Wall Motor, China’s first listed automaker, has embedded DeepSeek into its "Coffee Intelligence" system, enhancing in-car AI capabilities. Meanwhile, China’s top telecom giants, China Mobile, China Unicom, and China Telecom, are working with DeepSeek to expand AI applications, according to China’s Ministry of Industry and Information Technology.
Great Wall’s "Coffee Intelligence" taps DeepSeek to juice up connected vehicles, think dashboards spitting out traffic tips, not espresso shots. China’s telecom trio, Mobile, Unicom, and Telecom, are weaving DeepSeek into their networks, as reported by the Ministry of Industry and Information Technology.
Tencent and Huawei are hopping on too, lured by costs that make ChatGPT look like a luxury buy, pennies versus dollars. Investors are losing it, pouring cash into AI stocks like chipmakers and data centers, betting on a tech gold rush.
Shenzhen’s MeiG Smart Tech soared 33% in days, while Capitalonline Data Service spiked 49%, stock fever’s hit hard. But here’s the cautionary tale: the buzz is outpacing reality. MeiG and Capitalonline issued a warning: DeepSeek’s boost is more speculation than tangible profit right now.
Beijing’s all in, pushing for a tech edge over the West, but some firms confess it’s a gamble with uncertain returns. DeepSeek’s platform, touted as a game-changer, could revolutionize AI economics—cheaper, faster, and more accessible—yet its code is still a work in progress, and not every implementation is successful.
Thinking bigger, China’s not just playing catch-up; it’s aiming to leapfrog. DeepSeek’s low pricing could flood markets with AI tools, from smart cars to conversational bots, but execution is the key factor—what if it fails? Or worse, what if it’s too successful, yielding a bot that eschews control or monopolizes resources? This dystopian scenario, while speculative, is not beyond the realm of possibility.
The risk is real: If DeepSeek’s AI has flaws—or if an error occurs in coding—it might outsmart its creators, leading to unforeseen consequences.
References
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Reuters (2025). Chinese companies detail use of AI amid DeepSeek frenzy. Available online. Accessed 27 February 2025.