Deep DiveDeeper on DeepSeek and Its Potential to Radically Level the AI Playing Field Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 24, 2025 Reasons to ReadHow is DeepSeek disrupting the AI (artificial intelligence) status quo, and what does this mean for the future of AI? The generative AI (GenAI) landscape is shifting—and fast. In this report, explore one of the most disruptive developments in global AI: the emergence of DeepSeek, a Chinese AI company that is redefining what’s possible with open-source, low-cost, high-performing AI models. This essential read breaks down how DeepSeek’s groundbreaking architecture and cost-efficient strategy is leading the democratization of AI, with the potential to restructure competitive dynamics across the global tech sector. We unpack the technical breakthroughs, training methodology and strategic implications of DeepSeek’s AI models. Companies mentioned in this report include: Alibaba, DeepSeek, Meta, OpenAI Other relevant research: Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon—a free report DeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App Store All our coverage of AI in retail Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Analyst Corner: How Is AI Shaping MarTech?—Transforming Your Strategy via Agentic AI, with Manik BhatiaThree Data Points We’re Watching This Week, Week 21: US Retail and Consumer DevelopmentsMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesAnalyst Corner: Exploring IKEA’s City Stores Worldwide, with John Mercer