BABA(US:BABA) Guan Cha Zhe Wang·2025-08-06 09:14Core Insights - The article discusses the urgent launch of the "ATOM Plan" by the U.S. to regain leadership in the open-source AI sector, particularly in response to China's advancements, exemplified by Alibaba's "Qwen" models [1][2][3] Group 1: Current Landscape - Alibaba's "Qwen" series is gaining traction among developers due to its status as the most powerful free model available, leading to a shift in global AI development tools [1] - Among the top 15 AI models globally, only 5 are open-source, all developed by Chinese companies, highlighting a significant gap in the U.S. open-source AI ecosystem [1] - In July 2023, Alibaba released four leading open-source AI models, while U.S. developers did not release any comparable models during the same period [2] Group 2: ATOM Plan Details - The "ATOM Plan" aims to establish a non-profit AI lab in the U.S. focused on developing truly open and globally accessible AI models, equipped with over 10,000 advanced GPU chips for large-scale training [2] - The initiative has garnered support from notable figures in the tech industry, including Bill Gurley and executives from Hugging Face and OpenAI, indicating a strong backing from industry leaders [2] Group 3: Challenges and Implications - Nathan Lambert, a proponent of the "ATOM Plan," emphasizes the need for at least $100 million in funding to secure the necessary GPU resources, warning that failure to act could result in the U.S. losing its competitive edge [3] - Analysts caution that if the "ATOM Plan" fails, the U.S. risks not only falling behind in open-source AI but also losing influence over the global direction of AI technology [3] - The competition in open-source AI is framed as a struggle for technological, ecological, and ideological dominance, with the "ATOM Plan" representing a critical move to address the challenges posed by China's growing influence [3]