Commentary: Why America fell behind on Open models — and how Nvidia plans to close the gap

DIGITIMESAugust 31, 2026en

When DeepSeek burst onto the scene in early 2025, it wiped nearly US$600 billion from Nvidia's market value in a single day. By the summer of 2026, Moonshot AI's Kimi K3 had triggered another wave of anxiety, sharpening divisions in Silicon Valley over the growing strength of China's open models.

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• DeepSeek