OpenAI has accused Chinese AI lab DeepSeek of being “state-subsidized” and “state-controlled,” recommending that the U.S. government consider banning its models. The proposal, part of the Trump administration’s “AI Action Plan” initiative, claims that DeepSeek’s models pose security risks due to Chinese law requirements for user data compliance. The move marks an escalation of OpenAI’s campaign against DeepSeek, which has previously accused the lab of “distilling” knowledge from OpenAI’s models against its terms of service.
Forecast for 6 months: OpenAI’s proposal will spark a heated debate about the security risks of Chinese AI models, leading to increased scrutiny of DeepSeek and similar labs. This may result in a temporary ban on DeepSeek’s models in the U.S. and other Tier 1 countries.
Forecast for 1 year: The U.S. government will likely implement stricter regulations on the use of Chinese AI models, potentially leading to a ban on DeepSeek’s models in the long term. This may prompt other countries to follow suit, creating a global shift in the AI industry.
Forecast for 5 years: The ban on Chinese AI models will lead to a significant shift in the global AI landscape, with Western companies dominating the market. This may result in a decline in the influence of Chinese AI labs, including DeepSeek, and a rise in the adoption of AI models developed in the West.
Forecast for 10 years: The ban on Chinese AI models will have a lasting impact on the global AI industry, leading to a significant increase in the development and adoption of AI models developed in the West. This may result in a new era of global cooperation on AI regulation, with countries working together to establish common standards and guidelines.
