Deepseek Company News & Analysis — The Information

Recent Articles about Deepseek

Art via Mike Sullivan

DeepSeek Opts for Huawei Chips to Train Some Models

By Qianer Liu and Juro Osawa · Aug 29, 2025 6:00am PDT

DeepSeek, one of China’s leading artificial intelligence developers, has decided to use Huawei Technologies’ AI chips to train some of its AI models, a sign it is reducing its reliance on Nvidia chips, according to three people with knowledge of the effort. The move follows pressure by the Chinese government on local tech companies to use... DeepSeek, one of China’s leading artificial intelligence developers, has decided to use Huawei...

Reflection.AI founders Misha Laskin and Ioannis Antonoglou. Photo via Lightspeed Venture Partners.

Reflection AI Targets $1 Billion to Take on Meta, DeepSeek in Open Source

By Kevin McLaughlin, Stephanie Palazzolo and Natasha Mascarenhas · Aug 4, 2025 7:05pm PDT · 4 comments

Reflection AI, a one-year-old startup co-founded by former Google DeepMind researchers, is in talks to raise more than $1 billion to fund its efforts to develop open-source large language models to compete with the likes of China’s DeepSeek, France’s Mistral and U.S-based Meta Platforms, according to two people with direct knowledge of the... Reflection AI, a one-year-old startup co-founded by former Google DeepMind researchers, is in...

A DeepSeek advertisement in a technology store in Hong Kong. Photo via Getty.

DeepSeek’s Progress Stalled by U.S. Export Controls

By Qianer Liu and Juro Osawa · Jun 26, 2025 6:00am PDT · 4 comments

The latest round of U.S. chip export controls may have curbed DeepSeek’s rise, at least for now. DeepSeek’s highly anticipated upcoming large language model, R2, may not be as quickly and extensively adopted in China as its predecessor, the wildly popular R1, due to a shortage of Nvidia server chips in the country, according to employees of... The latest round of U.S. chip export controls may have curbed DeepSeek’s rise, at least for now....

Art by Clark Miller.

How DeepSeek Is Unlocking a New Wave of AI Ambition in China

By Qianer Liu · May 30, 2025 12:35pm PDT

Art by Clark Miller.

The Information Events

How DeepSeek Is Unlocking a New Wave of AI Ambition in China

By Qianer Liu · May 30, 2025 12:35pm PDT

The tightening of U.S. chip export controls on China has forced Chinese artificial intelligence developers such as DeepSeek to get creative, finding more efficient ways to train AI models on limited computing resources. And that creativity is likely to continue, according to two Chinese investors and startup founders who spoke at a subscriber... The tightening of U.S. chip export controls on China has forced Chinese artificial intelligence...

Art by Mike Sullivan.

DeepSeek, a National Treasure in China, is Now Being Closely Guarded

By Juro Osawa and Qianer Liu · Mar 14, 2025 6:51am PDT · 6 comments

DeepSeek’s sudden rise to global stardom has earned the startup a status akin to national treasure in China. One result is restrictions on how the company operates. In recent weeks, company executives have forbidden some of DeepSeek’s employees involved in the research and development of artificial intelligence models from traveling abroad... DeepSeek’s sudden rise to global stardom has earned the startup a status akin to national...

Europe’s Banks, Unlike U.S. Rivals, Play With DeepSeek

By Michael Roddan · Mar 11, 2025 6:00am PDT · 1 comment

The sudden rise of DeepSeek represents an opportunity for banks and financial firms to access a low-cost but still sophisticated artificial intelligence model—if only it wasn’t from China. Geopolitical tensions between Washington and Beijing, along with perceived security risks posed by the Chinese-made AI tool, have kept U.S. banks from... The sudden rise of DeepSeek represents an opportunity for banks and financial firms to access a...

Larry Page. Photo via Getty

Why is Google’s Owner Developing AI Outside of Google?; DeepSeek Gets Microsoft’s Attention

By Stephanie Palazzolo · Mar 10, 2025 7:00am PDT

ServiceNow is buying AI startup Moveworks for $2.85 billion, the enterprise software firm announced first thing this morning, an effort by ServiceNow to get a jump on agent-powered services. We included Moveworks in our Generative AI Takeover List, which you can see here. And now on to the rest of the column…We’ve written a lot about how... ServiceNow is buying AI startup Moveworks for $2.85 billion, the enterprise software firm...

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DeepSeek Keeps Rising

By Stephanie Palazzolo · Mar 6, 2025 7:00am PST

Photo by Shutterstock

DeepSeek Keeps Rising

By Stephanie Palazzolo · Mar 6, 2025 7:00am PST

DeepSeek’s artificial intelligence models continue to reverberate in its home market of China as well as in the West.For starters, most of China’s consumer tech giants, which have been developing their own AI, have swallowed their pride and are integrating DeepSeek in their products. Perhaps more importantly, the companies are featuring those... DeepSeek’s artificial intelligence models continue to reverberate in its home market of China as...

Art by Mike Sullivan

How China’s Tech Titans Swallowed Their Pride and Embraced DeepSeek

By Juro Osawa, Qianer Liu and Jing Yang · Mar 6, 2025 6:00am PST

The breakout success of DeepSeek has triggered soul searching among Chinese tech giants including ByteDance, Alibaba Group, Tencent Holdings and Baidu. The conclusion: All four are swallowing their pride and embracing the startup’s technology. Over the past month, the four companies have either integrated DeepSeek’s artificial intelligence... The breakout success of DeepSeek has triggered soul searching among Chinese tech giants including...

Nvidia CEO Jensen Huang. Photo by Getty.

DeepSeek Spurs Black Market Demand for Nvidia Gaming Chips in China

By Qianer Liu · Mar 4, 2025 10:24am PST

When DeepSeek’s success in developing competitive artificial intelligence models at a low cost prompted a $750 billion sell-off in Nvidia shares in late January, Nvidia CEO Jensen Huang wasn’t worried. He told some employees a few days later that DeepSeek had just become Nvidia’s most important customer in China, since any progress in AI will... When DeepSeek’s success in developing competitive artificial intelligence models at a low cost...

Subscriber Survey

DeepSeek Is Popular, and Well-Liked, by Readers

By Akash Pasricha · Feb 27, 2025 10:35am PST

Half of The Information’s readers have used DeepSeek, the artificial intelligence app developed in China, but only 10% of those users pay for it, according to our latest survey. OpenAI’s ChatGPT remains the dominant AI tool among readers, but Anthropic’s Claude and Google’s Gemini have grown considerably more popular in the past 16 months. ... Half of The Information’s readers have used DeepSeek, the artificial intelligence app developed...

DeepSeek founder Liang Wenfeng. Photo via Getty.

DeepSeek Weighs Raising Outside Money For First Time

By Juro Osawa and Qianer Liu · Feb 19, 2025 6:00am PST · 2 comments

DeepSeek founder Liang Wenfeng. Photo via Getty.

DeepSeek Weighs Raising Outside Money For First Time

By Juro Osawa and Qianer Liu · Feb 19, 2025 6:00am PST · 2 comments

DeepSeek’s sudden rise to artificial intelligence stardom has created a dilemma for the Chinese startup: whether to raise money. A two-year-old offshoot of a Chinese quantitative hedge fund, DeepSeek so far has not raised outside funding, partly to avoid pressure from investors to commercialize its products too quickly. But since its AI chatbot... DeepSeek’s sudden rise to artificial intelligence stardom has created a dilemma for the Chinese...

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DeepSeek Will Pressure Microsoft, Salesforce to Drop AI Prices, Software Executives Say

By Aaron Holmes · Feb 6, 2025 10:00am PST

The falling cost of artificial intelligence—underscored by the arrival of DeepSeek—is likely to pressure software firms to stop charging customers for ChatGPT-like features such as summarizing documents and automatically drafting emails, which are fast becoming a commodity, executives from security firm Palo Alto Networks and file storage firm... The falling cost of artificial intelligence—underscored by the arrival of DeepSeek—is likely to...

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Google Closes In On DeepSeek’s AI Efficiency, While DeepSeek’s Chatbot Blows Past Google’s

By Amir Efrati and Rocket Drew · Feb 6, 2025 7:00am PST

Google doesn’t get the accolades OpenAI, Anthropic and DeepSeek are getting in advancing artificial intelligence, but it’s arguably doing some things right.Case in point: On Wednesday, Google made a trio of new Gemini AI models generally available to app developers, including a reasoning model akin to OpenAI’s o1 and the much-discussed DeepSeek... Google doesn’t get the accolades OpenAI, Anthropic and DeepSeek are getting in advancing...