China’s AI revolution is gaining momentum as major industry players rush to integrate DeepSeek’s cutting-edge AI model into their systems. Great Wall Motor, the country’s first publicly listed carmaker, is leading the charge and has incorporated DeepSeek into its connected vehicle system, branded as “Coffee Intelligence.”
The move, first reported by the state-run publication Securities Times, was later confirmed by Great Wall in a statement to Reuters. The automaker’s integration of DeepSeek highlights how AI is rapidly becoming a core component of smart vehicle ecosystems, setting the stage for a more AI-driven automotive future.
Telecom Giants Join the AI Wave
Beyond the auto industry, China’s three largest telecom providers—China Mobile, China Unicom, and China Telecom—are also jumping on the DeepSeek bandwagon.
The Ministry of Industry and Information Technology (MIIT) announced that these companies are working to “promote the inclusive application of the latest AI technology,” underscoring Beijing’s commitment to embedding AI into critical digital infrastructure.
AI Hype Sparks Market Frenzy
DeepSeek’s rapid rise has ignited investor speculation, with many betting on its potential to reshape China’s tech sector. Recently, Chinese AI-related stocks—ranging from chipmakers to software firms and data center operators—have surged as investors anticipate major gains.
However, not all companies riding the AI wave are seeing immediate financial benefits. Two listed firms, Capitalonline Data Service and MeiG Smart Technology, have attempted to temper investor enthusiasm.
Capitalonline, a cloud computing provider, disclosed to the Shenzhen Stock Exchange that while it has deployed the DeepSeek-R1 model, the business impact remains uncertain. Despite this, its shares soared by 49% in three days last week.
Similarly, Shenzhen-based MeiG Smart Technology, a provider of wireless data terminals for IoT devices, announced it is in the early stages of adapting DeepSeek-related models. The company clarified that development work has yet to generate new business, but that didn’t stop its stock from jumping 33% over the same period.
Tech Giants Like Tencent and Huawei Follow Suit
Meanwhile, China’s biggest tech powerhouses, including Tencent and Huawei, have also integrated DeepSeek’s AI into their offerings. Their involvement signals a broader shift toward widespread AI adoption in China’s digital economy.
As the race to integrate AI accelerates, DeepSeek’s impact on China’s tech landscape—and global AI competition—will be closely watched. Whether it lives up to the hype remains to be seen, but for now, its influence is undeniably shaking up industries and markets.
