TrendForce points out that Kimi K3 has become the world's largest open-source AI model. In the following days, DeepSeek V4 Flash and Qwen 3.8 Max quickly followed suit. This series of releases has been described as China's "second DeepSeek moment" in AI, with the gap between Chinese and American cutting-edge models in terms of intelligence index continuing to narrow. This indicates that the accelerated catch-up via open source is directly impacting the moat of closed cutting-edge laboratories. As the performance of domestically developed open-source models rapidly approaches and their costs significantly decrease, the "safety pause" and strong regulatory narrative promoted by closed laboratories in the United States will face greater practical pressure.
