Moonshot has almost completely taken over this market
Polymarket, "Second-Best Chinese AI Company end of August?" Current odds: Moonshot - 75% Z. ai - 20% Alibaba - 6% Baidu - 2% DeepSeek - 1% Xiaomi - 1% ByteDance - <1% Back in late July, Moonshot and Z. ai
[DeepSeek's impact is not the end of the AI market, but the beginning of expanded usage]
In this video, NVIDIA CEO Jensen Huang talks about the emergence of DeepSeek and the impact of open source AI models. Importantly, we don't just view DeepSeek as a "threat."
I connected Hermes Desktop on my Mac, via a gateway, to my home DGX lab running DeepSeek V4 Flash across two DGX Sparks.
This is how fast it writes prose.
DeepSeek V4 Flash won the benchmark.
Qwen3.8-27B created better visuals. TrueScore: DSV4 Flash 93.01 vs 90.94 Qwen spent 15,427 tokens vs DeepSeek's 6,557 on these 3 scenes, but the extra work paid off. Qwen made the better solar system, galaxy and DNA. Both used SparkBench
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