China’s Great Wall Motor and major telecom providers are integrating DeepSeek’s AI model, aiming to capitalize on its breakthrough technology. Hebei-based Great Wall Motor, China’s first publicly listed automaker, confirmed it has embedded DeepSeek into its "Coffee Intelligence" connected vehicle system.
Meanwhile, China’s Ministry of Industry and Information Technology (MIIT) announced that telecom giants China Mobile (NYSE:CHL), China Unicom (NYSE:CHU), and China Telecom (NYSE:CHA) are exploring ways to enhance AI adoption using DeepSeek’s open-source model. The move has fueled investor enthusiasm, triggering a surge in AI-related stocks, particularly in semiconductor, software, and data center sectors.
Capitalonline Data Service, a Beijing-based cloud computing provider, revealed it has deployed the DeepSeek-R1 model, with its stock soaring 49% between Wednesday and Friday. However, the company cautioned that the impact of DeepSeek’s implementation on its business remains uncertain. Similarly, Shenzhen-based MeiG Smart Technology, specializing in IoT wireless terminals, acknowledged working on DeepSeek integration but clarified that it has yet to generate new revenue. Despite this, MeiG’s stock spiked 33% over the same period.
Leading Chinese tech firms, including Tencent and Huawei, have also announced DeepSeek integration, reinforcing its growing influence. The AI startup’s advancements have sparked patriotic optimism, with investors speculating on its potential to reshape China’s technology landscape.
While excitement around DeepSeek’s AI continues to build, some firms are tempering expectations, emphasizing that actual business benefits remain unclear. Nonetheless, the rapid adoption of DeepSeek signals a broader push toward AI-driven innovation in China’s automotive and telecom industries.