Chinese AI startup DeepSeek is again in the news as major companies have started integrating its model into their operations. Automaker Great Wall Motor and a couple of top telecom firms are among the first to integrate the model. The shift has gained enthusiasms of investors and therefore leading to a surge in AI-related stocks.

Great Wall Motor is China’s first listed carmaker and has integrated DeepSeek into its connected vehicle system branded as “Coffee Intelligence.” The move reflects growing role of AI in smart vehicle technology and allowing real-time data processing, voice assistance as well as predictive maintenance.

China’s telecom giants China Mobile, China Unicom and China Telecom have announced plans to collaborate with the open-source AI model of DeepSeek.

Investors are now betting on the potential impact on the Chinese tech industry. Chipmakers, software companies and data center operators have all witnessed increased interest in recent days. Cloud computing provider Capitalonline Data Service lately reported to be deploying DeepSeek-R1 model and this led its stock to jump by 49% within a few days. MeiG Smart Technology announced to be working on DeepSeek adaptations and the news led its stock to jump by 33%.

Tech giants Tencent and Huawei have also embraced DeepSeek models into their products. However, some companies have warned investors that immediate business impact is not certain as of now. Capitalonline and MeiG Smart have issued statements stating that the actual financial benefits are unclear.

The buzz around DeepSeek highlights China’s growing ambition in AI despite these cautions. Undoubtedly China is accelerating efforts to lead in the global tech race and simultaneously positioning DeepSeek as a homegrown AI alternative.