China's new AI model DeepSeek could benefit Intel as it shifts demand from GPUs to CPUs

From Nasdaq: 2025-01-28 23:23:21

China’s new AI model DeepSeek caused a stir in the U.S. tech industry, leading to big stock declines for companies like Nvidia and Broadcom. The resource-light model could impact demand for AI hardware, potentially benefitting Intel.

Companies may shift investments from GPUs to general-purpose computing due to DeepSeek’s efficiency. Intel’s server chips and dominance in the personal computing market could see a boost as a result.

Smaller AI models from DeepSeek could find their way into PCs, potentially benefiting Intel’s market share. Intel’s GPU business and foundry could also see gains if demand for high-performance GPUs eases.

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Read more at Nasdaq: How Does DeepSeek Impact Intel Stock?