在七月二十四日，超过二十家以 Nvidia, Microsoft, Meta, Hugging Face 和 Andreessen Horowitz 为首的公司，向华盛顿提交了一封长达一页半的联名信，警告监管机构不应对开源 AI 模型实施「过早」的限制。值得注意的是，致力于开发封闭专有模型的 Anthropic 与 OpenAI 并未参与连署，这反映出该产业对于中国推出的 DeepSeek, Alibaba Qwen, Moonshot Kimi 及 Zhipu 等免费开源模型，正以超乎预期的速度缩小与美国顶尖实验室差距的竞争焦虑。（关键数字：24, 1.5）
中国正将其熟悉的工业策略应用于 AI 领域：透过积极建设与降低成本，试图建立全球市占率。牛津经济研究院 (Oxford Economics) 上周的报告指出，这波攻势的竞争影响力可能超越中国先前在太阳能板和电动车等领域的产能过剩，因为 AI 模型能以近乎零的边际成本轻易跨越国界。目前，美国在模型层面的领先优势正迅速缩小，尽管在先进运算方面仍具优势，却受限于国内电力短缺及资料中心建设的延宕。
报告总结，全球正走向两极化的发展趋势：美国主导建立在卓越运算能力上的 AI，而中国则透过价格优势与无所不在的散布进行竞争。作为回应，美国企业正采取「以毒攻毒」的策略，就在联名信发布后数日内，Nvidia 与 Meta 皆发布了自家的开源模型，这等同默认美国的技术护城河已难以守成，并认为若中国打算免费释出技术，部分美国企业将不得不加入这场开源竞争。
On July 24, over two dozen firms, including Nvidia, Microsoft, Meta, Hugging Face, and Andreessen Horowitz, submitted a 1.5-page letter to Washington regulators, warning against "premature" restrictions on open-weight AI models. Conspicuously, Anthropic and OpenAI, labs developing proprietary models, did not sign. This letter highlights industry anxiety as free Chinese open models like DeepSeek, Alibaba Qwen, Moonshot Kimi, and Zhipu close the performance gap with US frontier labs much faster than anticipated.
China is deploying a familiar industrial strategy to AI: building aggressively and lowering costs to capture global market share. An Oxford Economics report highlighted that this could have a greater competitive impact than China's previous overcapacity in solar panels and electric vehicles, as AI models cross borders digitally at near-zero marginal cost. While the US lead in the model layer is shrinking, its strength in advanced computing faces domestic constraints from electricity shortages and data center building delays.
The Oxford Economics report described a bifurcating global order: US AI driven by superior compute versus Chinese AI competing on price and ubiquitous distribution. In response, the US is adopting a similar strategy. Within days of the letter, both Nvidia and Meta released their own open-weight models, a tacit admission that the US protective moat is failing. With China distributing the technology for free, some US companies feel compelled to adopt the same open approach.