DeepSeek Boosts Cloud Industry: Which US Stocks Are Expected to Benefit?
The emergence of DeepSeek will shift the focal value of the AI industry chain from front-end computing power to the middle and end stages. Currently, the clearest direction is undoubtedly cloud computing.
The core innovation of DeepSeek lies in the significant improvement in algorithm efficiency and the substantial reduction in costs. This provides a new approach for small and medium-sized enterprises to enter the field of AI: they can rent computing power as needed to train their own models in the cloud, without the need to invest massive amounts of capital to build large-scale GPU clusters like the Big Tech do.
Cloud vendors play the role of "water sellers" – opening up the foundational API capabilities of large models like DeepSeek to more consumer-end users, or using these foundational models to develop more vertical applications.
Recently, the rollout of DeepSeek by well-known cloud computing platforms, including Chinese concept stocks such as $Alibaba (BABA.US)$ Cloud and $Baidu (BIDU.US)$ Cloud, as well as $Amazon (AMZN.US)$ and $Microsoft (MSFT.US)$, sufficiently demonstrates this point.
Which cloud service companies are expected to benefit?
IaaS (infrastructure as a service)
DeepSeek requires substantial computational resources (such as GPUs/CPUs) for training and inference, directly boosting the demand for underlying infrastructure of IaaS providers.
AI data processing relies on massive storage and high-speed networks, further driving the demand for IaaS services.
SaaS (Software as a Service)
The application of $ServiceNow (NOW.US)$ in IT service management, with the help of AI inference optimized by DeepSeek, can achieve smarter and faster problem detection and resolution, helping businesses reduce system downtime and enhance overall productivity.
In the field of enterprise-level solutions, companies like $Workday (WDAY.US)$, $Zoom Communications (ZM.US)$, $monday.com (MNDY.US)$, $Salesforce (CRM.US)$, and $HubSpot (HUBS.US)$ will also gain competitive advantages through AI inference optimized by DeepSeek.
Additionally, communication and marketing platforms like $Twilio (TWLO.US)$ can also benefit from inference optimization by DeepSeek.
Cybersecurity
Cybersecurity companies such as $Fortinet (FTNT.US)$, $Datadog (DDOG.US)$, $CrowdStrike (CRWD.US)$, $Cloudflare (NET.US)$,and $Okta (OKTA.US)$ will also benefit from the application of DeepSeek technology.
Additionally, platform service company $SAP SE (SAP.US)$ and cloud storage service company $Backblaze (BLZE.US)$ will also benefit from the algorithmic optimization by DeepSeek.
Source: Investopedia, IBD
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Riddick705
Apr 9 22:07
Dont Get Smoked!
104174101 : yeah, benefits ali cloud
cannot use western cloud due to national security concerns
70852840 : whats thehotest sactor in china
104805443 : This perspective is very unique. It feels like we are entering an era where we come down from the cloud to local deployment. A medium-sized enterprise can have its own AI with just 70 billion, while a small business can have one with just 14 billion. Data security and privacy issues are all resolved, with extremely low costs.
Aaron Invests (AI) : Lol somehow deepseek AI is at a surface level. Look what I did with ChatGPT. A simple prototype robotics idea. Kid friendly to see the mechanics.
Andre88888888 : "deepseek powered by: NVDA"
PAUL BIN ANTHONY : Thank you, sir.
102802457 : US software never use deepseek. so this article is somehow not accurate
YW90 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
pokemon pang : very informative tqvm sharing
Daniella的小金库 70852840 : Deepseek