Stocks to Watch | DeepSeek Open Source Week Sparks AI+ Surge: These U.S. Stocks Could See High Demand

Palantir Technologies +0.72%
monday.com Ltd. -0.45%
GITLAB INC. +5.00%
UiPath, Inc. +3.48%
SAP SE Sponsored ADR -0.87%

Palantir Technologies

PLTR

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monday.com Ltd.

MNDY

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GITLAB INC.

GTLB

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UiPath, Inc.

PATH

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SAP SE Sponsored ADR

SAP

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No ivory towers - just pure garage - energy and community - driven innovation.

—DeepSeek 

On February 24, 2025, DeepSeek launched "Open Source Week," unveiling one project daily for five days. The first release, FlashMLA, maximizes GPU efficiency, enhances speed, and cuts costs.

  • FlashMLA is optimized for high-performance GPUs like Hopper, boosting AI model efficiency—especially for variable-length data tasks like chatbots. By dynamically allocating resources, it minimizes computational waste.

Reports suggest FlashMLA's speed is up to eight times the industry average, surpassing H800's peak transfer rate of 1681GB/s. 

This allows companies to handle workloads with fewer GPU servers, reducing hardware costs and inference expenses.

Following the announcement, speculation is heating up on X about what DeepSeek might unveil next. Some even wonder: "Could it be AGI?"

DeepSeek’s breakthroughs might drive AI cost reductions and boost investor confidence in China’s AI sector. This optimism is narrowing the valuation gap between Chinese and U.S. tech stocks.

Since early 2025, the Nasdaq Golden Dragon China Index has surged 18%, with AI applications, telecom, and smart driving drawing capital, forming the "DeepSeek+" industry chain.

AI-Driven Software Boom

Lower AI costs could accelerate adoption across industries, ushering in an era of personalized AI services. Companies positioned to benefit:

AI Application FieldCompany 
AI + Enterprise ServicesPalantir Technologies(PLTR.US) 
monday.com Ltd.(MNDY.US) 
GITLAB INC.(GTLB.US) 
UiPath, Inc.(PATH.US) 
SAP SE Sponsored ADR(SAP.US) 
Salesforce.com, inc.(CRM.US) 
Workday, Inc. Class A(WDAY.US) 
C3.ai Inc(AI.US) 
HubSpot, Inc.(HUBS.US) 
ServiceNow, Inc.(NOW.US) 
Zoom Video Communications(ZM.US) 
AI + FinanceIntuit Inc.(INTU.US) 
Intapp, Inc.(INTA.US) 
AI + E-commerceShopify, Inc. Class A(SHOP.US) 
Amazon.com, Inc.(AMZN.US) 
AI + Data Innodata Inc.(INOD.US) 
Oracle Corporation(ORCL.US) 
MONGODB(MDB.US) 
Snowflake(SNOW.US) 
AI + SpeechSoundHound AI(SOUN.US) 
AI + AdvertisingAppLovin Corporation(APP.US) 
Alphabet Inc. Class A(GOOGL.US) 
Twilio, Inc. Class A(TWLO.US) 
Meta Platforms(META.US) 
AI + CybersecurityCloudflare(NET.US) 
Datadog(DDOG.US) 
Fortinet, Inc.(FTNT.US) 
CrowdStrike Holdings(CRWD.US) 
Palo Alto Networks, Inc.(PANW.US) 
AI + EducationDuolingo, Inc.(DUOL.US) 
TAL Education Group Sponsored ADR Class A(TAL.US) 
AI + HealthcareTempus AI(TEM.US) 
Doximity, Inc.(DOCS.US) 
AI + Social MediaReddit(RDDT.US) 
AI + RoboticsServe Robotics Inc.(SERV.US) 
Richtech Robotics(RR.US) 
Intuitive Surgical, Inc.(ISRG.US) 
Stryker Corporation(SYK.US) 
AI + Intelligent DrivingTesla Motors, Inc.(TSLA.US) 
LI Auto(LI.US) 
Pony AI Inc.(PONY.US) 
NIO(NIO.US) 
XPENG INC.(XPEV.US) 
WeRide Inc. Sponsored ADR(WRD.US) 
Al + TerminalApple Inc.(AAPL.US) 
WIKISOFT CORP(WSFT.US) 
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