Core Viewpoint - The open-sourcing of DeepSeek is creating significant opportunities for mid-sized AI companies and domestic chip manufacturers, while posing challenges for established large model companies known as the "six little tigers" [1][4][8]. Group 1: Impact of DeepSeek Open-Sourcing - Many mid-sized private enterprises are rapidly transitioning to DeepSeek's base model, with over half of existing clients making the switch [1]. - The open-sourcing initiative has sparked a wave of enthusiasm in AI application entrepreneurship, leading to a twofold increase in collaboration requests for domestic chip companies [1]. - The "open-source week" plan by DeepSeek, which began on February 21, aims to share several code repositories, enhancing transparency and innovation in AI [3]. Group 2: Reactions from Industry Players - Internal debates are ongoing among the "six little tigers" regarding the implications of open-sourcing, with concerns that it could disrupt their business models [2]. - The open-source trend has prompted even traditionally closed-source companies like Baidu to consider open-sourcing their models [3]. - Industry experts suggest that while DeepSeek's innovations benefit application and chip companies, base model vendors face significant challenges [3][7]. Group 3: Market Dynamics and Future Prospects - The open-sourcing of DeepSeek is expected to benefit hardware and chip manufacturers, allowing them to engage more in training and inference businesses [7]. - The algorithms and code optimizations shared during the open-source week are designed to maximize GPU performance, enabling smaller developers to build high-performance models at lower costs [7]. - Despite the advantages, many companies may struggle to implement DeepSeek's offerings without additional support from service layer companies [7][8]. Group 4: Broader Implications - The open-source movement initiated by DeepSeek is seen as a catalyst for a broader shift in the AI ecosystem, potentially leading to a more collaborative environment [10]. - The participation of DeepSeek in major developer conferences indicates a strategic move to solidify its position in the market and expand its influence [10]. - As more companies integrate DeepSeek, questions arise regarding the commercialization and sustainability of its services [10].