According to Fortune, as Chinese open-source AI models such as DeepSeek V4 Flash, GLM-5.2, and Kimi K3 continue to break through, the core conflict in the global AI race is shifting from "U.S.-China rivalry" to "open source versus closed." DeepSeek V4 Flash performs just one intelligence point behind GPT-5.6 Luna, yet its cost per task remains 60% lower than OpenAI’s even after an 80% price reduction. U.S. export controls on China, originally intended to restrict China’s AI development, have instead pushed Chinese companies to innovate deeply in algorithmic architecture, accelerating the rise of open-source models. The U.S. tech industry is now showing signs of a shift, with figures like former "AI czar" David Sacks publicly supporting the open-source path, and Anthropic softening its opposition to open source.
The global AI race shifts from US-China rivalry to open source versus closed systems
TechFlowShare
Summary
Open interest in AI models is rising as the global race shifts from U.S.-China rivalry to open-source versus closed systems. Chinese open-source models such as DeepSeek V4 Flash and GLM-5.2 are gaining traction, with DeepSeek V4 Flash just one point behind GPT-5.6 Luna while reducing costs by 60%. U.S. export restrictions have pushed Chinese developers to innovate in algorithm design. Altcoins to watch may include projects linked to open-source AI infrastructure. Anthropic and former “AI Czar” David Sacks are now expressing support for open models.
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.