The release of DeepSeek’s R1 AI model has ignited debate over its cost-effectiveness versus OpenAI, but Rosenblatt analysts believe the development could benefit major tech players like Meta (NASDAQ:META), Apple (NASDAQ:AAPL), and Amazon (NASDAQ:AMZN).
Potential Winners

Meta (NASDAQ:META)

If DeepSeek’s innovations hold up, Meta could integrate them into Llama to accelerate AI development.
Mark Zuckerberg’s $60 billion AI capex for 2025 signals a strong commitment to AI dominance.
Efficiency gains from DeepSeek may enhance Meta’s AI infrastructure while optimizing spending.

Apple (NASDAQ:AAPL)

DeepSeek’s success underscores China’s AI advancements, which Apple could leverage for localized AI features.
Improved on-device AI processing may enhance iPhone capabilities and drive premium device upgrades.

Amazon (NASDAQ:AMZN)

AWS could benefit from reduced AI model training costs, making its enterprise AI offerings more competitive.
Lower foundational AI costs could help AWS close the gap with top AI innovators.

Challenges for Google

Lower AI training costs could intensify competition in search, potentially challenging Google’s AI leadership.

With AI developments shaping the future of tech, investors can assess AI-driven financial trends using the Key Metrics API for insights into company performance and AI spending efficiency.