How Deepseeki of China can benefit from India

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China’s DeepSeek released a free model for commercial use It has announced that technology is Nou-Hau build such a model from scratch. The company said he spent a million dollars a million dollars for the expenses of AI to develop a model.

Although some have some Questions about the exact figureYes, hundreds of millions – and sometimes billions of dollars are compared to the cost of American technology companies.

Development, the beginning of the development of the AI ​​model within India, because previous methods for large language models demanded thousands of energy intensive and expensive AI chips.

You can also record a large turning point for Indian technology companies InfosysPreviously, the United States must trust AI models created by major technological companies, for example MetaThe call.

Keshav Murugesh, Chief Executive CEO of the Working Process Management Company LancDeepseek’s AI model said that Indian technology companies are “basic development”.

He suggested that the development of development would allow new AI models to train in the regional languages ​​of India and activate the previous economic use. Today the vast majority of the most complex large language models, for example, Openai O1 and Anthropin’s clod Sonnet 3.5, can only take the text in a handful of language.

“Using the updates behind DeepSeek, these companies can significantly reduce costs and can accelerate their time for the market,” Murugesh CNBC said. LancIn NYSE, this month, this month, this month, the third quarter call of this month will soon allow the top 10 clients for the company, US Insurance Company in a US insurance company.

Industrial surveys showed that the high price for the implementation of information confidentiality and large language models is among the reasons for the AI ​​adoption of enterprises. The benefits of DeepSseek-R1 will eliminate two of the first 10 concerns, and can start solving a large number of others.

The Indian government has also launched a subsidized access to AI chips, known as graphics processing units to start developing AI models.

Indian IT services companies can also benefit from DeepSEEK in more indirect ways. Analysts expect large enterprises of IT companies to redirect the budgets to direct AI costs to other expenses.

“Deepseek, in our opinion, India is positive for IT services,” he said. “Although the effect is still very early, the faster AI development covering less costs, the faster AI development, the resulting budgets should be spent in these other areas.”

But not all can be good news. Indian-based broker Anand Rathi’s analysts say “heavy exposure” to cloud computing giants Microsoft, Amazon, Google and Orace As the Nimbler, Nimbler, leaving them into low-precious AI models, “said Deepseek.

Bank of America analysts increases the competition in the sector of a lower barrier to access to service providers, although these risks are “very initial stages.”

And thus – this is a globalized and closed world – China’s opponent has the potential to take advantage of India. However, Deepseek’s R1 has the potential to become a double-edged sword than you expect a lot.

AT & TA large US telecommunications operator with more than 150 million subscribers, thanks to the EU cut the number of customer support calls in a year. The company also made the profitability profitability in the development of the software.

“Now we spend less to develop an internal code and more to develop more,” said John Stanney, AT & T Cooking Director “and what we can do with the application of AI and technology.”

Although the United States is expensive to use developed AI models, it is cheaper than the US high salaries.

Given to grow up Concerns around unemploymentThe Indian government does not end to vacate cheap workplaces in cheaper AI models.

– CNBC’s Michael Bloom helped to report. I wonder if you didn’t have DeepSEEK-R1.

To increase the lack of cutting or spending? India’s Finance Minister encounters a Hard choice in preparing annual budgetIt will be opened on February 1, February 1. Depreciation rupee and global uncertainties.

Foreign investors are running on India’s stock exchange. However, analysts say this is a “healthy correction.” Benchmark stock indices of India Suitable 50 And Sensex has gave more than seven months, more than seven months, since the high levels of correction. Some point High assessment, others say profit orders as the reasons for slide.

India is “ink machine”. In India, the interest in the investor was extinct due to the withdrawal of 2024 in the Indian capital. A portfolio manager is drowning over the country. Dip in the market is a purchase opportunity, says and Calls three Indian shares to purchase For 2025. (For subscribers only(

India shows some recovery signs after stretching shares. This Oily 50 The index has increased by 0.7% this year. However, Benchmark is 1.7% below this year.

The bond income of the 20-year-old Indian government has dropped to 6.67% this week.

This week, CNBC TV, the Chief Economist of the Axis Bank Neelkanth Mishra, India’s policy reserve bank in the last few years, Indian Rupee is constant stable in the last few years, he said. Mishra Rupee suggested lasted longer than necessary and resulted in the weakening of the currency, always falls down to the US dollar.

Meanwhile, developing markets that serve as ‘bridges’ to trade with China US President Donald Trump will be ‘pretty hard’Portfolio manager Fergus’s new capital of EFG. Argyle also explains why the fund’s fund’s foundation is not invested in China and Vietnam. He prefers markets as a strategy like Markets, Chinese and India as Mexico and India.