Seek .(US:SKLTY) Hua Er Jie Jian Wen·2026-01-21 02:41Core Insights - The article discusses the significant impact of the release of DeepSeek R-1 on the global open-source AI ecosystem, marking a pivotal moment for China's AI development and its influence worldwide [1][3]. Group 1: Transformation of AI Landscape - The release of DeepSeek R-1 in January 2025 is identified as a watershed moment that lowered barriers to technology and application, leading to a shift from closed-source to open-source models in China [1][5]. - Major Chinese tech companies like Baidu, Alibaba, and Tencent, along with startups like Moonshot, have significantly increased their open-source investments, resulting in Chinese models surpassing U.S. models in download volume on Hugging Face [1][6]. Group 2: Breaking Down Barriers - DeepSeek R-1 effectively dismantled three critical barriers: technical, adoption, and psychological, transforming the perception of open-source from a tactical choice to a long-term strategy for Chinese tech companies [3][5]. - The article emphasizes that the focus of competition has shifted from individual model performance to ecosystem development, with companies now prioritizing engineering systems and application scenarios [6][10]. Group 3: Market Dynamics and Global Response - The article notes that the rise of Chinese AI models is not merely a result of collaboration but is driven by shared technological, economic, and regulatory pressures, leading to a competitive alignment among companies [8][11]. - Global reactions indicate a reliance on Chinese-developed models, with many startups and researchers defaulting to these models, highlighting the growing influence of Chinese AI in international markets [11].