Source: Financial Times (paywall)
Beijing is positioning open-source AI models as a geopolitical tool, flooding developing markets with free access and training programs to establish technical dependence before Western vendors arrive. This mirrors China's infrastructure playbook applied to AI: widespread adoption of Chinese models and developer ecosystems creates lasting advantages in data, talent, and market control. Western AI companies face a choice between matching the subsidy model or ceding markets—a structural advantage Beijing can sustain through state backing that rivals cannot.