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Big AWS customers, including Stripe and Toyota, are hounding the cloud giant for access to DeepSeek AI models

Jan 27, 2025 - businessinsider.com
DeepSeek's AI models have gained significant attention in the tech industry, prompting over 20 major AWS customers, including Toyota, Stripe, Cisco, Yelp, and Workday, to request access to these models through Amazon's Bedrock AI development tool. This interest highlights DeepSeek's competitive edge with cost-effective, high-performance AI models that challenge the heavy investments of US tech companies in their own AI products. The demand from AWS clients underscores Amazon's strategy of offering a diverse range of AI models rather than focusing solely on developing its own.

Amazon's approach contrasts with companies like OpenAI and Google, which prioritize their proprietary AI models. Despite the pressure from DeepSeek's success, AWS is not in "panic" mode and is considering hosting DeepSeek's models on Bedrock in response to customer requests. This strategy aligns with Amazon's focus on customer feedback and its belief that no single AI model will dominate the market. The situation has impacted tech stocks, with companies like Nvidia, Broadcom, and TSMC experiencing declines as investors assess the implications of DeepSeek's rise.

Key takeaways:

  • DeepSeek's AI models have gained significant attention in the tech industry, with over 20 major AWS customers requesting access to these models.
  • Amazon's strategy focuses on offering a diverse range of AI models through its Bedrock AI development tool, contrasting with competitors that focus on their own models.
  • DeepSeek's models are competitive with top Silicon Valley offerings but are more cost-effective, raising concerns about the spending of US tech companies on competing products.
  • Amazon is considering making DeepSeek's models available on Bedrock following numerous client requests, highlighting its customer-driven approach.
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