The Deepsees of Chat can benefit India

This report is the CNBC’s “India” newsletter for this week. In the new time, it brings you precise views and market comments, the emerging central and large business behind its meteoric rise. Like what you see? You can subscribe Here.

Chinese Deepseee released free use for trade and also The public did technological knowledge to build a model like this from scratch. The company said he spent $ 6 million to develop the model at the AI ​​chip costs.

Although some He raised questions about the exact imageHundreds of million million millions and sometimes compares millions of dollars – American Technology Companies.

Development can mark the start of the AI ​​model within India, the previous methods of preparation for large language models require thousands of energy intensive and expensive.

An important turning point for Indian technology companies could also be marked InshosysThey had to be based on AI models created by technology-based technology companies, such as MetaCall.

Keshav Muruugesh, Business Transformation Company Management WnsHe said Deepsees AI model is the “pivotal progress” for Indian technology companies.

The low development cost proposed that new AI models will allow the training of languages ​​in the regions of India and to use unnecessary cases. It is currently a wide majority of sophisticated language models, such as Openai O1 and Anthropic Claude Sonet 3.5, can only take the text in a few languages.

“Taking advantage of the innovations behind Deepseee, these companies can significantly reduce costs and accelerate their time,” CNBC said Murugesh. WnsIt appears in NYSE, revealed in the third quarter this month before this month, it will soon be a US insurance company, cases of the use of the Air for Best Customer for the company.

Industrial surveys have shown that the high cost of implementing data privacy and large language models is among the reasons why the company confronted AI adoption. The benefits of Deepseeeek-R1, if confirmed, would delete 10 best concerns and may begin to deal with others.

The Indian Government has set up access to AI chips, known as the graphical processing unit to allow the country’s academics and starting points to start developing AI processes.

Indian computer service companies could also take advantage of the deeper indirect ways. Analysts expect great business customers in IT to distract from expenses outside the AI ​​expenses.

“Deepseekek is positive for Indian computer services, in our opinion,” said UBSk Kumare to customers a note for UBS Equity Analysts. “It’s still too early to fully evaluate the impact, the faster Alas means that lower costs, it should help release budgets, and as a result, it passes in other areas.”

All you may not have a good news, however. Anandian-based brokerage analysts said home companies “hard exposure” like cloud computing giants Microsoft, Gym, Google and Liradino “They can be short-term head heads,” Nimbler companies outcoming, Dekes to go to the AI ​​low cost models.

American bank analysts were also responsible for entering the lower fence of the service providers that competition in the sector also increases, although these risks have the “very preliminary phases” at the moment.

And so globalize and connect the world – progress in China can benefit from an opponent in India. However, Deepsees R1 has a potential to turn a variety of edge sword before many.

AT & TA large US telecommunications operator has more than 150 million subscribers, receives 30% customer support calls in a single year, thanks to AI. The company also has made efficiency profits in software development.

“We spend less right now to develop new code inside and get more,” said John Stankey, at a call with AT & TK analysts. “And it is through the AI ​​and the technology application and what we can do with AI generations.”

Although it is expensive using AI models developed in the US, it is cheaper compared to the high US salary.

It’s growing Concerns around unemploymentThe Government of India has not expected cheaper AI models to displacing low-cost jobs.

– CNBC’s Michael Bloom reported reports. If you are asking, Deepseeek-R1 wasn’t.

Deficit cutting or raising expense? Indian Finance Minister A Hard Opportunity to work on an annual budget1. Will be presented in February. Amortization of the rupee and climb certain uncertain doubts.

Foreign investors run away on the Indian stock market. However, analysts say that “healthy correction”. Indian Reference Stock Indices Nifty 50 And Sensex are passing in the minimum seven months in the higher correction territory of September. Some points Ascending valuations, others make a reservation as a reason behind the slide.

India is a “composer machine”. India investors in the end of 2024 during the period in India in the period. A director of Portfolio, however, remains in the country. It is the opportunity to buy a diver in the market, and he said and It has three indian stocks to buy For 2025. (Only for subscribersDiagnies

They are showing some signs of recovery in India Stocks after its long mound. A Nifty 50 The index rose by 0.7% this year. However, 1.7% of this year references reference.

The 10-year-old government bond performance of the global week fell to 6.67%.

This week’s CNBC television, the main economist of the axis, said the Indian rupee was stable due to the last two years as a result of the India reserve bank as a result of the India reserve bank. Mishra suggested that he has rupee It was longer than necessary And our currency has weakened against the dollar of all time.

Meanwhile, emerging markets are “bridges” for trade with China Donald Trump will be the “pretty hard” of the US PresidentEFG by new capital by Fergus Argyle wallet. Argyl also explains why they are not investing in his emerging market funds in China and Vietnam. He said markets like Mexico and India to say, like his China plus a strategy.