链研社|AI First🔶💧|4月 27, 2026 09:37
DeepSeek has lowered its prices for two consecutive days, and based on their original computing power scale, they definitely cannot support such a large number of users. Therefore, it is highly likely that they have already raised funds and obtained computing power support. Previously, it was rumored that they received money from Alibaba and Tencent, with a valuation of $20 billion.
DeepSeek has come this far, and without the support of financing conversion power, it may really fall behind, and people will have to leave too. Without computing power, it is impossible to train top-level models. With top-level models, even without cards, one cannot make inferences. Only with the valuation of employees' options do they have value. After leaving DeepSeek, Luo Fuli was able to surpass ByteDance and Tencent's models at the forefront of Xiaomi, with terrifying strength.
Alibaba has chips (Pingtou Brother) and cloud infrastructure (Alibaba Cloud) on hand. The second largest domestic chip shipment volume (with a market share of 16%) is followed by Huawei (with a market share of 20%). With the ability to integrate domestic chips for inference, Pingtou Brother can ensure the future computing power security of DeepSeek.
Tencent's AI products initially struggled to establish themselves by fully integrating with DeepSeek, and also made open-source contributions to DeepSeek. Tencent's own AI products are not very awesome, so it is estimated that the computing power is not full.
ByteDance does not invest in any AI model teams externally, they do it themselves. Although Huawei leads the way in AI chips, the probability of investment is not high. The most likely scenario is that DeepSeek has also received investments from Tencent and Alibaba, ensuring both the present and the future. Originally, domestic models such as Kimi, Minimax, and Zhipu were invested in multiple times by Tencent and Alibaba, and DeepSeek's entire family is now complete
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