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

Chinese technology giant on Monday Baidu Ernie Productive AI Language Model Open Source is planning to make a move that can be the biggest movement in the AI ​​race since the emergence of Deepseek in China’s technology industry. A Baidu spokesman confirmed the plan and said that the open source would be presented gradually.

Will there be a shock to the market with the order of Deepseek? This is a question that divides AI experts.

A major change is that Baidu is not always in open source bandwagon.

Technology Research and Advisory Group Omdia’s chief analyst Omdia, CNBC, “Baidu has always supported the registered business model and vocal against open sources, but the cutters such as Deepseek proved that open source models may be as competitive and reliable as registered ones.

Now Baidu, Deepseek has made an open source decision, even if it wasn’t for a moment, an important moment for the global AI race.

“This is not just a Chinese story. When a large laboratory opens a powerful model in an open source, it raises the bar for the whole industry,” He said.

Ren says that Baidu’s movement puts pressure on closed providers such as Openai and anthropics to justify passengers and premium pricing.

“Although most consumers do not care if the code of a model is open source, they receive support for lower costs, better performances, or regions. These benefits often come from open models that provide more freedom to developers and researchers more freedom to recurrence, privatize and distribute faster.” He said.

Other industrial experts see Ernie, an open source, potentially more destructive for both the US and Chinese competitors when it comes to a price equation.

Alec Strasmore, the founder of AI Advisory Epic Loot, said, “Baidu threw a Molotov into the world.” He said. “Openai, anthropic, deep, all these men who think they sell first -class champagne are about to realize that Baidu will give something equally strong.”

He told all the initiatives of the world that the message was “stop paying the best dollar”.

“This is not a competition, a war statement for pricing.” He said.

Baidu said in March, the last Ernie X1 model Deepseek’s R1 with “only half of half of” performance, he said.

Robin Li, CEO of Baidu, implied that the presentation will help developers worldwide in AI development earlier this year. “Our versions aim to strengthen developers in creating the best practices without having to worry about our versions, model capability, costs or development tools,” in his speech to developers in China in April. He said.

At least, they need to analyze how investors’ cost dynamics in AI model access quickly change and what more applications can be built on “these dirt cheap models” means. “Baidu will seed the world with China AI models.”

It is a remarkable development from the Baidu to obtain these AI tools more widely, but “Baidu’s open source news probably descends with a great Thud”, Cliff Jurkiewicz, Vice President of Global Strategy in Penom, a AI company for the human resources sector. “Most people in the United States don’t even know it’s a Chinese technology company,” he said.

Jurkiewicz compared a wider movement to the open architecture in AI as the difference between Android and Apple.

“When Android first appeared, the prominent feature was that it was configured and customized. But it was almost a lot of work in the sense that people wanted the job to work correctly.” He said. “Android, out of the box, plain and vanilla, so it needs to be privatized and this is a real challenge,” he added.

Altman from Openai says that the open source should be ‘dissolution’

There is no doubt that the open source movement in AI is a threat to business models of large players in the field. Openai CEO Sam Altman, A January Reddit Workproof He said that an open source presentation could be realized this summer and the new Senate expression.

Altman, “Openai’nin open -source models in the past, although the company often preferred a registered, closed resource development approach.” He said. “[I personally think we need to] Find a different open source strategy, Altman said. ” Not everyone in Openai shares this view and at the same time is not our highest priority … We will produce better models [going forward]But we will hold less clues than before in previous years. “

Inside Senate view, Altman said“We know that AI can do more to help here. So we will publish an open -source model that we believe will be the leading model this summer, because we want people to build on the US stack in terms of closed resource models. Many of the world uses technology and technology of our colleagues. We think we are in good condition.”

More recently, Altman reported that the version will be postponedBut still planned for summer.

According to Jurkiewicz, an advantage of US players is that the Baidu version is encountered with many questions about security with many questions about security. “On the other hand, the big players-Opeai’s Chatgpt and Microsoft’s common pilot-integrated with all things.” He said.

Ren, open source often gave a sense of transparency, while this does not necessarily turn into market confidence, he said. Ren, “the weight of a model is open to the public, what data is trained, consent is given, or whether this data contributes to the loan does not mean that we know.” He said.

As artificial intelligence is buried in our daily lives, the lack of accountability becomes a serious problem. Ren, “Now, if we do not deal with, consent, credit or compensation, we are at risk of scaling systems that obtain quietly value from millions of people.” He said.

With Deepseek, some countries have banned AI and there were widespread concerns about the reduction of technology of consumers.

Strasmore said that if more products are connected to Baidu API, Chinese connections may be dangerous. “This will almost provide access to China on every phone on every phone. This is a terrible component,” he said.