In recent years, the landscape of strategic cooperation between major state-owned and central enterprises in China and innovative technology firms has begun to flourish, aiming to revolutionize the infrastructure of computational power and effectively manage the burgeoning demands of data processing in the digital eraA current focal point in this strategic alliance is the potential partnership with DeepSeek, a company renowned for its advanced computational technologiesA representative from a central infrastructure enterprise emphasized that they are actively engaging with DeepSeek to not only enhance their computational infrastructure but also optimize their data center layouts and improve the efficiency of resource utilizationThis collaborative effort is intended to serve as a foundation for the essential digital transformation that many enterprises are pursuing today.

Despite the optimistic outlook on this cooperation, challenges persistDeepSeek and central enterprises face several hurdles within the operational framework necessary for successful collaborationOne of the main identified challenges involves technology adaptationWith the complex and diverse business scenarios typical of state-owned enterprises, there is a noteworthy demand for customizing DeepSeek's technology solutions to align with specific operational requirementsThis includes extensive development and robust testing that are required to integrate these technologies effectively.

The push for collaborative efforts is gaining momentum nationwideFor instance, in February 2025, a prominent energy state-owned enterprise initiated trials of the DeepSeek intelligent computational platform with ambitions to optimize oil and gas exploration data processingThe transformative potential was significant, compressing tasks that previously took weeks into mere daysSimilarly, the State Grid has also embarked on leveraging DeepSeek's technology to enhance the functionalities of their newly launched "Bright Power Model," further embedding AI-driven solutions into the electricity sector.

Prior to these collaborations, leading telecommunications companies had already begun to secure their footholds

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For example, China Mobile has fully embraced the DeepSeek-R1 model to offer specialized computational solutions in areas such as intelligent customer service and cloud computingMeanwhile, China Telecom is recognized as the first cloud service provider in the nation to support the DeepSeek-R1 model through its Tianyi Cloud platform, facilitating an end-to-end domestically-produced inference serviceAdditionally, China Unicom has adapted the DeepSeek-R1 within its "Starry" platform, deploying it in applications including cloud desktops and programming assistantsSuch enterprises are not merely participants; they are at the forefront of an ongoing technological revolution.

Automotive manufacturers have also recognized the potential of integrating AI technologiesDongfeng Motor's own brand, Lantu, has successfully interconnected the comprehensive suite of DeepSeek models, initiating plans for application within their vehicle systemsBy leveraging the advantageous position provided by their major stakeholder, the China Ordnance Equipment Group, Changan Automobile is working towards integrating DeepSeek as wellThis marks a promising beginning, with several enterprises exploring partnerships with DeepSeek to establish intelligent computational centers in response to the vast data needs anticipated in 5G and future 6G environments.

Through conversations with multiple companies, it has become clear that a considerable number of central enterprises are pursuing collaboration with DeepSeekThese efforts largely center on the establishment of intelligent computational centers, responding to the data processing demands expected in forthcoming technological landscapesAn individual from a tech-oriented state-owned enterprise highlights that the current enthusiasm around DeepSeek represents a fresh surge of investment opportunities in computational infrastructureWith the increasing implementation of AI models like DeepSeek, the demand for efficient, energy-saving data centers is on the rise

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Central enterprises can capitalize on their strengths in infrastructure construction to invest in the development of high-efficiency data centers.

This individual also notes that advancements in liquid cooling technologies and efficient heat dissipation systems are essential since AI model training and inference impose rigorous thermal demands on computational environmentsConsequently, state-owned enterprises are encouraged to enhance their R&D in liquid cooling technology to augment the energy efficiency of their data centers.

Moreover, opportunities are anticipated in the AI server and chip sectorsOne company, Inspur Information, is actively seizing these market opportunitiesBy early 2025, Inspur has entered into comprehensive collaborations with DeepSeek, collaborating to supply high-performance AI server clusters, inclusive of the cutting-edge Nvidia H800 chips and their proprietary AIStation management platformThis partnership is specifically designed to bolster DeepSeek's capabilities in model training and inference through robust computational support while optimizing computational resource allocation via the AIStation platform to enhance overall efficiency.

The burgeoning popularity of DeepSeek's initiatives presents a myriad of investment opportunities across various domains for central state enterprises, encompassing construction, technological innovation, industry applications, data services, and talent developmentIt is envisioned that these enterprises could leverage their technological, financial, and resource advantages to strategically position themselves across these areas, significantly bolstering the application of AI technologies as well as accelerating growth within the computational market sector.

Nevertheless, this burgeoning partnership is not without its challengesAs previously mentioned, technology adaptation remains a primary concernThe complexities inherent in the varied business scenarios faced by central enterprises necessitate substantial customization for DeepSeek's generalized technology solutions to align effectively with specific needs, which in many cases requires a lengthy development cycle and extensive testing processes.

Moreover, there are challenges related to data security and compliance standards that need to be addressed rigorously

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