3 China AI Infrastructure Stocks After DeepSeek’s $15b Funding Move

China’s AI race just took a sharp turn with DeepSeek pulling in about $15b of fresh capital, and that kind of firepower can reshape where money flows next. Investors watching this shift see both excitement and risk, since capital rushing into AI infrastructure, cloud and chips can quickly reset expectations for listed Chinese players. This article walks through three stocks exposed to that story and explains why each merits closer attention now.

The three stocks covered below are only a starter pack, and the wider screen on Chinese AI and infrastructure identified 37 more listed companies with equally interesting stories that are not covered here. To go straight to the source and identify your own highest conviction angles, head into the Chinese Artificial Intelligence & AI Infrastructure Stocks screener to filter and analyze this broader group of Chinese AI related opportunities.

Deepexi Technology (SEHK:1384)

Overview: Deepexi Technology builds enterprise AI platforms and big-model application solutions for Chinese corporates, linking company data to local large language models.

Operations: Deepexi Technology generated about CN¥566.9 million from selling its FastData and FastAGI solutions, with roughly CN¥560.7 million coming from Chinese mainland clients.

Market Cap: HK$4.0 billion

Deepexi Technology offers pure-play exposure to China’s enterprise AI rollout. Its FastData and FastAGI products are integrated with local large language models at a time when DeepSeek-linked capital is moving into the ecosystem. The combination of rapid top-line expansion and shrinking losses indicates that operating leverage is beginning to emerge. However, long-term returns still depend on how one unresolved pressure ultimately affects future profitability.

To see what that pressure might be masking, review the 3 key rewards and 1 important warning sign and judge whether Deepexi Technology’s AI rollout risk and reward balance fits your playbook.

Fujian Star-net Communication (SZSE:002396)

Overview: Fujian Star-net Communication provides ICT infrastructure and AI application solutions for Chinese enterprises, spanning networking gear, cloud platforms, and sector-specific smart systems.

Operations: Fujian Star-net Communication generates about CN¥22.5b in revenue from communication equipment manufacturing, tying top line directly to large-scale ICT rollouts.

Market Cap: CN¥20.3b

Fujian Star-net Communication is positioned as a pure AI plumbing story, with ICT hardware and AI solutions that align with rising model deployment and data traffic in China. The current P/E of 27.7x is below both the wider market and communications peers, placing emphasis on how non-cash earnings and actual cash generation evolve over time.

That valuation question is already doing a lot of work. Use the 4 key rewards and 3 important warning signs (2 are major!) to see where earnings quality and pricing might be starting to decouple.

Victory Giant Technology (HuiZhou)Ltd (SZSE:300476)

Overview: Victory Giant Technology (HuiZhou) Ltd produces high precision PCBs for AI computing, data centers, smart devices, vehicles, medical equipment, and industrial automation.

Operations: Victory Giant Technology (HuiZhou) Ltd generates about CN¥20.7b from PCB manufacturing, with roughly CN¥4.9b from China and CN¥16.9b from exports.

Market Cap: CN¥178.6b

Victory Giant Technology (HuiZhou) Ltd operates in AI hardware infrastructure, fabricating PCBs for GPUs, servers, and data center networking as DeepSeek scale-up funding lifts attention on compute capacity. Recent revenue of CN¥11,629.37 million and net income of CN¥2,856.78 million indicate profit from this supply chain, while one unseen pressure could still reshape how much of that cycle reaches free cash flow.

That cash flow question is exactly what sits behind the Victory Giant Technology (HuiZhou)Ltd financial health report, where the balance between PCB demand and reinvestment pressure becomes much clearer.

Seeking Alternatives Before Momentum Flies

Fresh ideas move first, and slow money often gets caught chasing what has already broken out. Scan these under the radar lists before the crowd arrives and consider acting before opportunities become crowded.

• Spot resilient compounders early and track the 227 resilient stocks with low risk scores that could help steady a portfolio while other holdings are dropping or stalling out.
• Hunt for cash generative AI players by scanning the 38 profitable AI stocks that aren't just burning cash before momentum traders potentially push valuations higher and easy entry points become harder to find.
• Target dependable income streams with the 222 dividend fortresses while yields still look appealing and before changes in demand affect payouts and future entry yields.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com