The latest notes on DeepSeek’s “all-in-one machine” is that the full-parameter version is not selling well, and the market is grabbing scattered low- and mid-end models.
In a translation of a Leiphone article, there’s a major reality check. Has anyone stopped to ask a very simple question: How do Chinese state-owned enterprises, local governments, and military actors actually implement large language models like DeepSeek? Hint: it’s not through software as a service. Instead, they buy a turnkey appliance called an “all-in-one machine” equipped with DeepSeek. As Erica Zhao reports for Leiphone, the market for these all-in-one machines has significantly cooled.
FOMO vs. ROI: “In the first half of the year, state-owned enterprises, governments and financial institutions that were just trying to complete the deployment task didn’t grasp the account’s ROI. The same is true for users who are eager to try new things. Some investment fund companies spent hundreds of thousands just to buy a 70B machine to experience it and ‘catch up on the fun.'”