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Fortune: Core Contradiction of AI Race May Shift from US-China Confrontation to Open Source vs. Closed

2026.08.05 - 06:12
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TechFlow news, August 05, 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 contradiction of the global AI competition is shifting from "US-China confrontation" to the debate of "open source vs closed source." DeepSeek V4 Flash performance lags behind GPT-5.6 Luna by only one intelligence index point, but the cost per task remains 60% lower even after OpenAI reduced prices by 80%.

US export controls on China were originally intended to restrict China's AI development, but instead compelled Chinese enterprises to innovate deeply at the algorithmic architecture level, accelerating the rise of the open-source model. Currently, the trend in the US tech sector has shifted; former "AI Czar" David Sacks and others publicly support the open-source route, and Anthropic has also softened its opposing stance on open source.

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