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中国“霸榜”全球开源大模型:光环下的隐忧与挑战丨人工智能AI瞭望台
BABABABA(US:BABA) 证券时报·2025-08-07 00:12

Core Viewpoint - China's open-source large models are rising in a "cluster-style" manner, reshaping the global AI landscape, while also presenting challenges such as frequent iterations leading to compatibility issues and a tendency towards homogenization [2][5][10]. Group 1: Open-source Model Surge - In recent weeks, major Chinese companies have released multiple open-source models, marking a resurgence in the domestic large model scene, reminiscent of the "hundred model battle" of 2023 [2][4]. - As of July 31, 2023, nine out of the top ten open-source large models listed by Hugging Face are from China, with notable models like Zhipu's GLM-4.5 and Alibaba's Tongyi Qianwen series dominating the rankings [4][5]. Group 2: Shift from Closed to Open-source - The success of DeepSeek has been pivotal in shifting the industry towards open-source models, prompting more companies to follow suit and focus on model optimization and iteration [4][5]. - The open-source approach is seen as a way for latecomers in the AI field, particularly in China, to break the dominance of established closed-source models [7][8]. Group 3: Economic and Technical Implications - The rise of open-source models in China is driven by the availability of vast amounts of quality Chinese language data and the maturation of domestic computing power, creating a strong feedback loop [5][8]. - Open-source models lower the barriers to entry for smaller companies, enabling them to leverage advanced models at reduced costs, thus accelerating AI integration into various sectors [8][10]. Group 4: Challenges and Concerns - The rapid iteration of open-source models has led to a phenomenon described as "tuning internal competition," where the lack of disruptive innovation results in similar capabilities across models [10][11]. - Developers face challenges such as high compatibility costs and frequent changes in model interfaces, which complicate integration efforts [10][11]. - Experts suggest that to avoid stagnation, there is a need for unified API standards and a focus on foundational algorithm innovation [11].