DeepSeek is quickly shaking up the state of AI in the US, but while several of Apple’s competitors deal with negative fallout, Apple is—for now at least—benefiting from DeepSeek in three ways.
#1: Reclaiming world’s most valuable company
Apple for years has been in fierce competition with several other companies for being the ‘world’s most valuable company’ based on market cap.
It’s been the top company on numerous occasions, but most recently was dethroned by NVIDIA amid the current AI-driven surge.
DeepSeek’s fast impact on the US stock market, however, has sent shares from many tech players tumbling (including NVIDIA) while Apple’s stock has actually increased in value.
As I write this, Apple is again the most valuable company in the world, and DeepSeek is to thank for it.
#2: The power of the App Store charts
I’ve read a lot of articles about the rapid ascent of DeepSeek over the weekend. Do you know how most articles have proven claims of DeepSeek’s popularity? They point to the App Store charts.
DeepSeek currently has the top downloaded app on Apple’s iPhone App Store. And that means a lot, especially for an app most of us had never heard of until now.
In a season where Apple is constantly facing legal battles related to the App Store, DeepSeek is just the latest evidence of how much the App Store top charts have become a major signifier of cultural clout in the world.
#3: Avoiding AI competitors’ woes
Apple is undoubtedly investing a lot of money into AI. But it’s also one of the only major US players that doesn’t appear to be negatively impacted by DeepSeek’s reported ability to succeed ‘on a budget.’
While other companies have aggressively touted the need for significant capital investment in AI, DeepSeek has showed the US that we may be taking things too far.
Apple’s approach of quietly building from within sets the company up to avoid some of the major questions its competitors are now facing, and also feel bolstered in its belief that on-device processing is the way of the future.
DeepSeek and Apple: wrap-up
It’s extremely early to say what kind of lasting impact on the AI landscape DeepSeek will ultimately have. For now though, it’s making waves and unsettling many US tech companies. Perhaps Apple is one of those companies too, but at least for now, it’s also benefiting from DeepSeek’s early success.
What do you think about DeepSeek’s impact on Apple? Let us know in the comments.
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