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DeepSeek R1's Implications: Winners and Losers in the Generative AI Value Chain
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R1 is mainly open, on par with leading proprietary models, appears to have actually been trained at significantly lower cost, and is more affordable to utilize in terms of API gain access to, all of which indicate an innovation that might change competitive dynamics in the field of Generative AI.
- IoT Analytics sees end users and AI applications suppliers as the most significant winners of these recent developments, while proprietary model service providers stand to lose the most, based on value chain analysis from the Generative AI Market Report 2025-2030 (published January 2025).
Why it matters
For providers to the generative AI worth chain: Players along the (generative) AI worth chain may require to re-assess their worth proposals and line up to a possible reality of low-cost, light-weight, open-weight models. For generative AI adopters: DeepSeek R1 and other frontier designs that might follow present lower-cost options for AI adoption.
Background: DeepSeek’s R1 design rattles the markets
DeepSeek’s R1 design rocked the stock markets. On January 23, 2025, China-based AI startup DeepSeek released its open-source R1 thinking generative AI (GenAI) model. News about R1 quickly spread out, and by the start of stock trading on January 27, 2025, the market cap for lots of significant innovation business with large AI footprints had fallen considerably given that then:
NVIDIA, a US-based chip designer and designer most understood for its data center GPUs, dropped 18% in between the market close on January 24 and the market close on February 3. Microsoft, the leading hyperscaler in the cloud AI race with its Azure cloud services, dropped 7.5% (Jan 24-Feb 3). Broadcom, a semiconductor company specializing in networking, [mariskamast.net](http://mariskamast.net:/smf/index.php?action=profile
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