Core Viewpoint - The recent removal of the DeepSeek application from Apple's and Google's app stores in Germany highlights the increasing use of compliance as a tool to create barriers for foreign companies, reflecting a shift from technological competition to a struggle for regulatory authority [1][2]. Group 1: Regulatory Environment - European and American countries are increasingly using compliance as a weapon to raise market entry barriers for foreign enterprises, moving from technological dominance to complex legal and regulatory frameworks [2]. - The EU's General Data Protection Regulation (GDPR) imposes strict rules on personal data collection, which, while ostensibly for user protection, has become an invisible trade barrier for foreign companies [2]. - Compliance costs for Chinese companies can exceed 20% compared to ordinary industries, with Microsoft investing $1.7 billion to build data centers to meet these requirements [2]. Group 2: Selective Enforcement - The U.S. employs a more direct approach, advocating for data openness while simultaneously restricting Chinese companies from accessing critical resources, leading to selective enforcement of regulations [3]. - Countries like Indonesia and South Africa impose local data storage requirements and taxes, further complicating market entry for foreign firms [3]. Group 3: Strategies for Chinese AI Companies - Chinese AI companies can adopt three main strategies to navigate these regulatory challenges: 1. Establish local data centers to comply with local regulations, as seen with TikTok's "Clover Plan" in the UK, which costs approximately €1.2 billion annually [7][8]. 2. Use privacy-enhancing technologies to build trust, as demonstrated by Huawei's collaboration in the Middle East [9]. 3. Open-source models to attract global developers and reduce compliance costs, as DeepSeek has done, resulting in a 40% increase in inference speed and halving compliance audit costs [10]. Group 4: Emerging Markets - As access to Western markets becomes more challenging, regions like the Middle East, Latin America, and Southeast Asia present new opportunities for Chinese AI companies [13][14]. - Understanding local cultural and regulatory contexts is crucial for establishing trust and gaining market entry [15][16][17]. Group 5: Future Directions - Chinese companies are at a stage where they must compete for rule-making authority in global markets, necessitating a shift from merely following market trends to actively participating in standard-setting [20]. - Continuous open-sourcing of technology is essential to attract top research teams and enhance influence in the academic and commercial ecosystems [22][23]. - Building infrastructure that aligns with local regulations, such as energy-efficient data centers, can facilitate market entry and compliance [24]. - Increasing participation in international standard-setting organizations is vital for enhancing China's influence in global governance [25].
DeepSeek德国遭下架揭示AI出海哪些难题？