One year after the DeepSeek moment, China has overtaken the U.S. in the global open-source AI market...
The AMW Read
The article updates the player map for open-weights dominance and signals a structural shift in the global AI hierarchy where Chinese models (Qwen) have overtaken US incumbents in market share.
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Foundation Models · Player MapGeopolitics
One year after the DeepSeek moment, China has overtaken the U.S. in the global open-source AI market, claiming a 17.1% share of model downloads vs. the U.S. at 15.8%. This shift is led by Alibaba's Qwen, which has spawned over 115,000 derivative models, far outpacing Meta (46,000) and OpenAI (11,000). Systemically, 80% of U.S. AI startups now integrate Chinese open-weights, effectively establishing China as the new global standard for AI infrastructure.
