Silicon Valley investor Mary Meeker's latest AI report reveals: the global AI competitive landscape is undergoing profound reshaping. The strength of China and the open-source wave are shaking up the ecosystem dominated by leading companies like OpenAI, and the world has entered a new phase of "multiple powers vying for supremacy."
China's AI: Performance Approaching International Leading Levels, Industrial Integration Explosion
The report points out that China is quickly catching up with the United States in the release rhythm of large language models. Models such as DeepSeek, Alibaba Qwen, and Baidu Wenxin One-Word perform excellently in core tasks such as code generation and mathematical reasoning. According to Stanford HAI's Chatbot Arena data, as of February 2025, China's top model scores reached 1362 points, just behind the U.S. model's 1385 points, further narrowing the gap.
Meanwhile, China's AI is strongly embedding itself into the manufacturing system. In 2023, China installed 276,000 industrial robots, exceeding the combined total of the United States and other regions, demonstrating AI-driven industrial implementation capabilities, foreshadowing that China will not only focus on model performance but also lead in combining AI with the real economy.
Open-Source Wave: Democratizing Technology to Break Monopolies
The open-source movement led by technology giants like Meta is also reshaping the AI ecosystem. The report shows that Llama model downloads increased 3.4 times in 8 months; the number of open-source models on the Hugging Face platform surged 33 times in two years. The open-source architecture, with its cost-effectiveness and flexibility, rapidly attracted extensive participation from developers and startups.
More importantly, in细分tasks such as code generation, open-source models like DeepSeek can now rival closed-source models like OpenAI in performance, forming a new trend of "gradual convergence in performance gaps."
Market Changes: User Shuffling Underway
According to YipitData data, from February 2024 to April 2025, although ChatGPT still holds the first place in global desktop AI user share, newcomers like DeepSeek, Google Gemini, and Anthropic Claude are quickly catching up. Among them, DeepSeek's user share skyrocketed by 1007 basis points within a year, becoming the most impactful newcomer.
Meeker emphasized in the report that this marks the entry of the AI industry into a window period of rapid technological iteration and significant market structural changes. "The rise of China and open-source initiatives will push AI competition into a new era of multipolar confrontation, no longer a game dominated by giants alone."
