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Minsheng Securities: Cloud vendors are the 'amplifiers' of DeepSeek capabilities
On February 10th, Jins data reported that Minsheng Securities stated that DeepSeekOpen Source provides cloud service providers with a low-threshold deployment of world-class AI “killer applications”, and cloud providers have sufficient computing power “ammunition” and user coverage capabilities, which is an amplifier for DeepSeek’s capabilities. It can compensate for DeepSeek’s own shortage of computing power and the challenges of large-scale user service deployment. The market demand for cloud service providers may bring broad opportunities, and cloud service providers with massive GPU resources at the edge may be the best beneficiaries.