Chinese AI company DeepSeek is making waves in the global artificial intelligence industry, with 20 leading technology companies announcing support for its large language models (LLMs). As DeepSeek's models gain traction across major cloud platforms and semiconductor firms, the AI landscape is witnessing a new wave of transformation.

Global Adoption: Industry Leaders Embrace DeepSeek

According to Global Semiconductor Watch, DeepSeek has been integrated into the platforms of major international players, including Nvidia, AMD, Microsoft, Amazon Web Services (AWS), and Intel, as well as Chinese GPU and cloud computing leaders such as Moore Threads, Biren Technology, Hygon, Muxi, Huawei Cloud, Tencent Cloud, China Telecom’s Tianyi Cloud, Alibaba Cloud, Baidu AI Cloud, and Volcano Engine. Other companies, including SiliconFlow, PPIO, ZStack, Infini-AI, and 360 Digital Security, have also embraced DeepSeek, bringing the total number of adopters to 20.

Key Global Deployments

● AMD: On January 25, AMD announced that DeepSeek-V3 is now supported on its Instinct MI300X GPU, highlighting its potential for AI innovation and adoption.

● Microsoft: On January 30, Microsoft made DeepSeek-R1 available through Azure AI Foundry and GitHub, with plans to integrate it into Copilot+ PC and optimize it for NPU-based AI computing.

● Nvidia: On January 31, Nvidia launched DeepSeek-R1 as part of NVIDIA NIM microservices, providing developers with early access for testing and deployment.

● Intel: Also on January 31, Intel confirmed that DeepSeek-R1-1.5B can run offline on Intel Core Ultra 200H (Arrow Lake H) AI PCs, enabling tasks such as translation, meeting transcription, and document generation.

● AWS (Amazon Web Services): On January 31, AWS integrated DeepSeek-R1 into Amazon Bedrock and Amazon SageMaker AI, allowing users to deploy and train models on Amazon Trainium and Inferentia AI chips.

Rapid Adoption in China's Cloud and AI Sectors

● Huawei Cloud: On February 1, Huawei Cloud, in partnership with SiliconFlow, launched DeepSeek R1/V3 inference services on Huawei Ascend Cloud, leveraging its proprietary inference acceleration engine to match global high-end GPU performance.

● Tencent Cloud: On February 2, Tencent Cloud enabled one-click deployment of DeepSeek-R1 on HAI, allowing developers to launch AI applications in under three minutes.

● China Telecom's Tianyi Cloud: On February 5, Tianyi Cloud became one of the first Chinese cloud providers to support DeepSeek-R1 across its AI platforms, including SiRang research assistant, Tianyi AI cloud PCs, and GPU cloud services.

● Alibaba Cloud: On February 3, Alibaba Cloud announced PAI Model Gallery now supports one-click deployment of DeepSeek-V3 and DeepSeek-R1, offering a no-code training-to-deployment pipeline.

● Baidu AI Cloud: On February 3, Baidu AI Cloud's Qianfan platform launched DeepSeek-R1 and V3 models, introducing low-cost and limited-time free access options.

● Volcano Engine: On February 4, Volcano Engine fully integrated DeepSeek's AI models, making them available for enterprise deployment.

China's Semiconductor Players Join the Movement

● Moore Threads: On February 4, Moore Threads announced successful deployment of DeepSeek's distilled models and upcoming support for Kuae GPU clusters.

● Hygon & Biren Technology: Both companies confirmed that DeepSeek models are now optimized for domestic AI chips, reducing reliance on foreign hardware.

● Muxi (沐曦): On February 2, Muxi, in collaboration with Gitee AI, launched four DeepSeek-R1 distilled models (1.5B, 7B, 14B, and 32B), all running on Muxi's XiCloud GPU. The company describes this as "100% Chinese AI power," integrating domestic chip development, computing infrastructure, and AI models.

● SiliconFlow, Infini-AI & ZStack: These firms have integrated DeepSeek models into their AI infrastructure platforms, enabling private AI cloud deployment.

● PPIO Cloud: PPIO announced DeepSeek model support on February 2, allowing for cloud-based inference on its AI computing platform.

● 360 Digital Security: On February 2, 360 Digital Security launched a DeepSeek-powered security AI model, leveraging reinforcement learning for enhanced cybersecurity.

The Rise of DeepSeek: A Shift in AI Infrastructure

According to TrendForce, the global AI server market has been expanding rapidly since 2023 and is expected to account for over 15% of total server shipments by 2025, reaching nearly 20% by 2028. While Nvidia's Blackwell GPUs and custom ASIC chips from AWS dominate AI infrastructure, China's AI firms and cloud providers are increasingly focusing on cost-effective AI models and homegrown chips.

DeepSeek's model distillation technology allows for faster inference and lower hardware requirements, maximizing the efficiency of Nvidia Hopper-based chips and local AI accelerators. This strategy not only enhances cost-effectiveness but also promotes AI self-sufficiency in China.

With DeepSeek's AI models now available across leading global and Chinese cloud platforms, the company is well-positioned to drive further innovation, accessibility, and competition in the AI sector. As AI adoption accelerates, DeepSeek's continued growth and technological breakthroughs will be closely watched.