DeepSeek has emerged as a dark horse in the AI sector, securing a 4% global market share by offering...
The AMW Read
DeepSeek's massive market share and cost-efficiency profile validates the Frame 2 (CN/OSS challenger) debate and signals a structural shift toward commoditized intelligence via open-weight scaling.
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DeepSeek has emerged as a dark horse in the AI sector, securing a 4% global market share by offering high-performance models at roughly 1/27th the cost of Western alternatives. This open-source strategy has already fueled an 89% market share in China and rapid adoption across emerging markets. By commoditizing intelligence, DeepSeek is fundamentally challenging the proprietary monopolies of OpenAI and Google. This systemic shift indicates that the next phase of global AI leadership will be defined by compute efficiency and democratized access. ππ
