DeepSeek Inside: Origins, Technology, and Impact
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The release of DeepSeek V3 and R1 in January 2025 caused steep declines in the stock prices of companies that provide generative artificial intelligence (GenAI) infrastructure technology and datacenter services. These two large language models (LLMs) came from a little-known Chinese startup with approximately 200 employees compared to at least 3,500 employees for industry-leader OpenAI. DeepSeek seemed to have developed this powerful technology much more cheaply than previously thought possible. If true, DeepSeek had the potential to disrupt the economics of the entire GenAI ecosystem and the dominance of U.S. companies ranging from OpenAI to Nvidia.
Date issued
2025-06-18Department
Sloan School of ManagementJournal
Communications of the ACM
Publisher
ACM|Communications of the ACM
Citation
Michael A. Cusumano. 2025. DeepSeek Inside: Origins, Technology, and Impact. Commun. ACM 68, 7 (July 2025), 18–22.
Version: Final published version
ISSN
0001-0782