{"id":641,"date":"2025-03-21T09:00:26","date_gmt":"2025-03-21T13:00:26","guid":{"rendered":"https:\/\/finaixcorp.com\/?p=641"},"modified":"2025-04-23T10:23:33","modified_gmt":"2025-04-23T14:23:33","slug":"how-deepseek-is-changing-the-ai-value-chain-institutional-investment-space","status":"publish","type":"post","link":"https:\/\/finaixcorp.com\/fr\/2025\/03\/21\/how-deepseek-is-changing-the-ai-value-chain-institutional-investment-space\/","title":{"rendered":"How DeepSeek is changing the AI value chain, institutional investment space"},"content":{"rendered":"[vc_row type=\u00a0\u00bbin_container\u00a0\u00bb full_screen_row_position=\u00a0\u00bbmiddle\u00a0\u00bb column_margin=\u00a0\u00bbdefault\u00a0\u00bb column_direction=\u00a0\u00bbdefault\u00a0\u00bb column_direction_tablet=\u00a0\u00bbdefault\u00a0\u00bb column_direction_phone=\u00a0\u00bbdefault\u00a0\u00bb scene_position=\u00a0\u00bbcenter\u00a0\u00bb bottom_padding=\u00a0\u00bb50&Prime; bottom_padding_tablet=\u00a0\u00bb50&Prime; 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bottom_padding_phone=\u00a0\u00bb5&Prime; text_align=\u00a0\u00bbleft\u00a0\u00bb row_position=\u00a0\u00bbdefault\u00a0\u00bb row_position_tablet=\u00a0\u00bbinherit\u00a0\u00bb row_position_phone=\u00a0\u00bbinherit\u00a0\u00bb overflow=\u00a0\u00bbvisible\u00a0\u00bb pointer_events=\u00a0\u00bball\u00a0\u00bb][vc_column_inner column_padding=\u00a0\u00bbno-extra-padding\u00a0\u00bb column_padding_tablet=\u00a0\u00bbinherit\u00a0\u00bb column_padding_phone=\u00a0\u00bbinherit\u00a0\u00bb column_padding_position=\u00a0\u00bball\u00a0\u00bb column_element_direction_desktop=\u00a0\u00bbdefault\u00a0\u00bb column_element_spacing=\u00a0\u00bbdefault\u00a0\u00bb desktop_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb tablet_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb phone_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb background_color_opacity=\u00a0\u00bb1&Prime; background_hover_color_opacity=\u00a0\u00bb1&Prime; column_backdrop_filter=\u00a0\u00bbnone\u00a0\u00bb column_shadow=\u00a0\u00bbnone\u00a0\u00bb column_border_radius=\u00a0\u00bbnone\u00a0\u00bb column_link_target=\u00a0\u00bb_self\u00a0\u00bb overflow=\u00a0\u00bbvisible\u00a0\u00bb gradient_direction=\u00a0\u00bbleft_to_right\u00a0\u00bb overlay_strength=\u00a0\u00bb0.3&Prime; width=\u00a0\u00bb1\/1&Prime; tablet_width_inherit=\u00a0\u00bbdefault\u00a0\u00bb animation_type=\u00a0\u00bbdefault\u00a0\u00bb bg_image_animation=\u00a0\u00bbnone\u00a0\u00bb border_type=\u00a0\u00bbsimple\u00a0\u00bb column_border_width=\u00a0\u00bbnone\u00a0\u00bb column_border_style=\u00a0\u00bbsolid\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb text_direction=\u00a0\u00bbdefault\u00a0\u00bb]The emergence of the Chinese artificial intelligence platform DeepSeek-R1 has raised questions on how it will change the AI value chain, from providers to consumers to real-world business applications of the technology.<\/p>\n<p>According to a report by the\u00a0<em>BBC<\/em>, researchers with Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co. Ltd., the company behind DeepSeek, claimed it cost just US$6 million to train the generative AI model, which is a fraction of the price of its rival OpenAI. The report noted the price reduction was largely due to DeepSeek using more cost-efficient but less sophisticated chips.<\/p>\n<p>DeepSeek uses significantly less energy in the process, reducing the cost exponentially, says Ruslan Goyenko, associate professor of finance at McGill University\u2019s Desautels Faculty of Management and president and chief executive officer of FINAIX Corp. While much of the data still has to be verified, researchers agree the DeepSeek training model is plausible, he says, noting since it will be open-sourced, other players can now borrow from its groundbreaking engineering process.<\/p>\n<p>This type of cost-cutting never decreases demand when it comes with an improvement, he adds. \u201cWhat it shows [is that] smaller companies with more limited resources can also run with this [engineering method] and .\u00a0.\u00a0. compete with the big giants like OpenAI. Smaller companies, which before could not enter the AI space because the costs were too high, are now considering it and are now budgeting to invest into it.\u201d<\/p>\n<p>The short-term market reaction to DeepSeek\u2019s release on Jan. 27 was swift and steep; in a matter of half a day, stocks in this sector lost roughly 25 per cent, he says. \u201cRight now, the markets are very conservative [in a] wait-and-see position.\u201d<\/p>\n<p>One area poised to withstand the fallout is the production of semiconductor chips. To date, Taiwan has had the benefit of dominating in this arena, particularly Taiwan Semiconductor Manufacturing Co. Ltd. \u2014 one of the world\u2019s main producers of semiconductor chips. While other countries, including the U.S. and Germany, have moved to begin domestic production of semiconductor chips, it will take some time\u00a0 due to the high capital costs.<\/p>\n<p>By contrast, DeepSeek has had a residual effect on the future of the data centres asset sector. Once deemed a promising space due to a more bullish outlook on AI, these stocks took a hit and haven\u2019t yet recovered fully, says Goyenko, noting many organizations are rethinking whether high-capacity data storage needs will still be required in light of DeepSeek\u2019s lower-cost engineering model.<\/p>\n<p>However, he believes over the long term, data centres will recover and even prove resilient. \u201cThe thing is, given that demand is going to grow [and] that more businesses are going to be adapting [generative AI models], that energy will be demanded and maybe even more so than they can offer right now, which is why there is also [interest in] investment in nuclear energy.\u201d<\/p>\n<p>Goyenko says some small businesses are reaching out to him to gauge whether they can use the DeepSeek model to predict consumer demand for their products. \u201cSo, there is an interest [in] investing in it, and . . . they will [need] to use data centres. . . . So I think [data centres are experiencing] a short-term negative sentiment . . . that will lead to higher [investments] over the long term.\u201d[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner column_margin=\u00a0\u00bbdefault\u00a0\u00bb column_direction=\u00a0\u00bbdefault\u00a0\u00bb column_direction_tablet=\u00a0\u00bbdefault\u00a0\u00bb column_direction_phone=\u00a0\u00bbdefault\u00a0\u00bb bottom_padding=\u00a0\u00bb10&Prime; bottom_padding_tablet=\u00a0\u00bb5&Prime; bottom_padding_phone=\u00a0\u00bb5&Prime; text_align=\u00a0\u00bbleft\u00a0\u00bb row_position=\u00a0\u00bbdefault\u00a0\u00bb row_position_tablet=\u00a0\u00bbinherit\u00a0\u00bb row_position_phone=\u00a0\u00bbinherit\u00a0\u00bb overflow=\u00a0\u00bbvisible\u00a0\u00bb pointer_events=\u00a0\u00bball\u00a0\u00bb][vc_column_inner column_padding=\u00a0\u00bbno-extra-padding\u00a0\u00bb column_padding_tablet=\u00a0\u00bbinherit\u00a0\u00bb column_padding_phone=\u00a0\u00bbinherit\u00a0\u00bb column_padding_position=\u00a0\u00bball\u00a0\u00bb column_element_direction_desktop=\u00a0\u00bbdefault\u00a0\u00bb column_element_spacing=\u00a0\u00bbdefault\u00a0\u00bb desktop_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb tablet_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb phone_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb background_color_opacity=\u00a0\u00bb1&Prime; background_hover_color_opacity=\u00a0\u00bb1&Prime; column_backdrop_filter=\u00a0\u00bbnone\u00a0\u00bb column_shadow=\u00a0\u00bbnone\u00a0\u00bb column_border_radius=\u00a0\u00bbnone\u00a0\u00bb column_link_target=\u00a0\u00bb_self\u00a0\u00bb overflow=\u00a0\u00bbvisible\u00a0\u00bb gradient_direction=\u00a0\u00bbleft_to_right\u00a0\u00bb overlay_strength=\u00a0\u00bb0.3&Prime; width=\u00a0\u00bb1\/1&Prime; tablet_width_inherit=\u00a0\u00bbdefault\u00a0\u00bb animation_type=\u00a0\u00bbdefault\u00a0\u00bb bg_image_animation=\u00a0\u00bbnone\u00a0\u00bb border_type=\u00a0\u00bbsimple\u00a0\u00bb column_border_width=\u00a0\u00bbnone\u00a0\u00bb column_border_style=\u00a0\u00bbsolid\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb text_direction=\u00a0\u00bbdefault\u00a0\u00bb]This article was originally published by <strong data-start=\"148\" data-end=\"167\">Benefits Canada<\/strong> on March 20, 2025.<br \/>\n<a href=\"https:\/\/www.benefitscanada.com\/canadian-investment-review\/how-deepseek-is-changing-the-ai-value-chain-institutional-investment-space\/\"><strong>Click here to read the original version.<\/strong><\/a>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"<p>[vc_row type=\u00a0\u00bbin_container\u00a0\u00bb full_screen_row_position=\u00a0\u00bbmiddle\u00a0\u00bb column_margin=\u00a0\u00bbdefault\u00a0\u00bb column_direction=\u00a0\u00bbdefault\u00a0\u00bb column_direction_tablet=\u00a0\u00bbdefault\u00a0\u00bb column_direction_phone=\u00a0\u00bbdefault\u00a0\u00bb scene_position=\u00a0\u00bbcenter\u00a0\u00bb bottom_padding=\u00a0\u00bb50&Prime; 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