China biggest AI drop since DeepSeek, Baidu open Ernie, hitting market

Monday, Chinese technological giant Baidu he plans to make his Ernie Generation AI Large language model open source, moving the Chinese technical sector that could be the largest in AI race from Deepseek. Spokesman Baidu confirmed the plan and said that the open source would be a gradual spill.

Will it be a shock to market In the order of Deepseek? It is a question that shares and experts.

One big change is that Baidu was not always on the open code belt.

“Baidu has always supported its owner of the open source, but he spaced such as Deepseek models that could be as open as competitive and reliable as well as an owner and advisory group, Omdia, Previously said CNBC.

Now that Baidu has made a decision on an open source, even if it is not a deep moment, it is important for the global and race.

“This is not just a Chinese story. Every time the main laboratory sources is a powerful model, it raises the entire industry,” said Sean Rehn, a shareholder professor at the University of South California and Samsung’s and the research year.

Ren says the bapping move is putting pressure on closed providers such as Openai and anthropy to justify the appropriate API and Premium prices.

“While most consumers do not care if the model is open, they take care of lower costs, better performance and support for their language or regions. These benefits come from open models, who give developers and researchers, which said faster, adaptation and researchers.

Other industry experts See the open source of Ernie because it is potentially even more destructed for American and Chinese competitors when it comes to price equations.

“Baidu just threw Molot’s in the AI ​​world,” Alec Strasmora said, founder and advisory epic robbery. “Openai, Anthropic, Deepseek, all these guys who thought they sold top champagne will realize that Baidu would give something equally powerful,” Strasmor said, compared Baidu’s move at Costco Kirkland.

He said the message to all world startups “Stop paying the upper dollar.”

“This is not a competition; it is a declaration of pricing war,” Hardersamora said.

Baidu said in March that the recent Model Ernie X1 delivers Performance to a couple with Deepseek’s R1 “to just half price.”

Baidov General Manager, Robin Li, hinted at the beginning of this year that a commission would help developers around the world in AI development. “Our editions aim to empower developers to build the best applications – without worrying about the ability of models, costs or tools,” said in China developers in China.

At least, it’s another moment when investors must analyze the costs in AI’s models quickly, and what it means to be built on top of “these cheap models,” said the world of Chinese and models, “he added.

The creation of these AI tools is widely available for a significant baidu, but “news about Baidu, which is likely to land with great Thud,” said Cliff Jurkyevicz, the Vice President of the Global Strategy in Phenom, applied and the Human Resources Sector. “Most people in the United States even know it’s Chinese technology,” he said.

Jurkievicz compared the wider move to open architecture in AI as a difference between Androids and Apple.

“When Android first appeared, his unique feature was that it was adjustable and adaptable. But there was almost too much work in the sense that people just wanted to function properly,” Jurkievic said. “Android, out of the box, is plain and vanilla, so it must be adjusted and it is a real challenge,” he added.

Openai’s Altman says the open source should be “realized”

There is no doubt that the open source movement in AI threats business models of major players in space. Altman himself, General Manager of Openai, wrote in January Reddit thread About the question, and in the newer testimony of the Senate, it said that the open source of the source could happen this summer.

“While Openai has open models in the past, the company mostly favored the ownership, indoor development development approach,” Altman said, admitting that it would have to change. “[I personally think we need to] Discover a different open source strategy, “Altman said.” Not everyone is in Openai shared this view and it is also not our current highest priority … We will produce better models [going forward]But we will maintain less lead than we worked in previous years. “

In Some Senate Senate, Altman said“We realize we can help more here. So we will let people build our technology. Much worlds use our technology there. We use our technology there. We use our technology there. The style of this hotel “We mean”.

Recently, Altman announced that the release would be postponedBut still scheduled for the summer.

One advantage of American players, according to Jurkievic, will the release of Baidus find skepticism at the company level, with many questions about security. “On the other hand, big players – Openai’s Chatgtpt and Microsoft’s co-pilot – are integrated with everything,” Jurkievic said.

He said said until the open source often transmits a sense of transparency, which does not necessarily give confidence on the market. “Just because the weight of the public model does not mean that we know what data are trained, whether it is given consent or if these data are credited or reimbursed,” Ren said.

How AI becomes built into our everyday life, that lack of responsibility becomes a serious question. “If we don’t deal now, we risk systems that encourages the value of millions of people without consent, credit or fee,” Rehn said.

With Deepseek, some The countries are banning ai and it was Widespread concern About consumers Technology download.

Guard, he said Chinese connections could be dangerous if more than more products are bound to the API Baidu. “This would practically give access to China every app on each phone. It’s a frightening component,” he said.