However, the main shock to the market lies in the pricing. Starting August 16, the company is raising inference tariffs to $3.96 per million output tokens during peak hours. Having won the battle for audience share with ultra-budget releases, DeepSeek is shifting to strict monetization. The corporate sector, which had migrated en masse to Asian APIs to save on OPEX, is caught in a trap. It is becoming obvious: maintaining Agentic AI infrastructure costs colossal amounts of money, and no lab in the world can subsidize electricity bills for its B2B clients forever.
Source: DeepSeek / Quartz / Global Times
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