OpenAI bans China! Baidu, Ali shot!

Securities Times E Company

2024-06-25 19:44Published on the official account of "E Company" under Guangdong Securities Times

OpenAI's technology will be limited to China. On the one hand, domestic companies that hope to start a business with the help of OpenAI's large model shell will usher in a heavy hammer; On the other hand, Baidu, Ali and other domestic large models have quickly launched "moving services", in order to quickly seize the increase in land space.

OpenAI said it would take additional measures

In the early morning of Tuesday (June 25), Beijing time, API developers in various countries, including China, and related regions said on social media that they had received a "warning letter" from OpenAI. The letter reads:

"According to the data, your organization has API traffic from regions that OpenAI doesn't currently support. Starting July 9th, we will take additional steps to stop the use of APIs from countries and regions that are not on OpenAI's list of supported countries. ”

In the letter, OpenAI posted a link to its official website for the list of countries and regions that currently support API services, and said that to continue using OpenAI's services, you need to access the service in a supported region.

According to the announcement on OpenAI's official website, OpenAI's API has been opened to nearly 190 countries and regions. The official website announcement also stated that accessing or providing access to its services outside of these countries and regions may result in account blocking or suspension.

In response to this move, many netizens also directly criticized OpenAI's indiscriminate ban and restriction of access, and said that they had no illegal measures.

Quick "move"

The market generally expects that OpenAI's technology will no longer be used by Chinese people in the future. This directly triggered the AI market turmoil.

According to the judgment of the industry, domestic companies that hope to start a business with the help of OpenAI's large model will usher in a blow. The Chinese market has emerged with a large number of shell applications based on OpenAI's technology, which "package" OpenAI's advanced technology into their own products for commercial operation. In the future, this path may become difficult to navigate. If there is a lack of core technology and competitiveness, and a replacement cannot be found in time, the risk of being eliminated from the market will increase greatly.

At the same time, it provides new room for expansion for some domestic AI large model companies. The reporter learned that some cloud service platforms have quickly opened the "moving service".

Baidu Intelligent Cloud is the first AI platform to propose a free switch. According to the company, Baidu Intelligent Cloud Qianfan launched a large-scale model inclusive plan, and switched to the large-scale model platform with the largest number of calls in China at 0 cost.

According to the plan, Baidu will provide a number of free services for newly registered enterprise users from now on. For example, 0 yuan call: Wenxin flagship model is free for the first time, 50 million Tokens package for ERNIE3.5 flagship model is given, and the main model ERNIE Speed/ERNIE Lite and lightweight model ERNIE Tiny continue to be free; For OpenAI migration users, an additional ERNIE3.5 flagship model Tokens package with the same scale as OpenAI will be given.

In addition, it also includes 0 yuan training, 0 yuan migration, 0 yuan service, etc. This means that the whole life cycle process of the large model from development to application is covered.

Alibaba Cloud also announced for the first time that it will provide OpenAI API users with a cost-effective alternative to China's large models, and provide Chinese developers with 22 million free tokens and exclusive migration services.

There are also some platforms that are relatively less well-known in the market, and they have also quickly started the "moving plan". For example, Zhipu bigmodel.cn launched a special moving plan for OpenAI API users to help users switch to domestic large models.

According to public disclosure, Zhipu provides developers with 150 million Tokens (50 million GLM-4 + 100 million GLM-4-Air) and a series of migration training from OpenAI to GLM. For high-usage customers, Zhipu provides a token gift plan (no upper limit) with the same usage scale as OpenAI, an equivalent concurrency scale with OpenAI, and a matching high-level membership policy.

The reporter also called iFLYTEK, Byte and other companies that have launched general large models, but as of press time, no clear reply has been received.

The industry judges that in the past two days, more large models may join the army of "moving services". Most market participants believe that the ban on Open AI is expected to prompt more companies to choose domestic large models, which will help accelerate the pace of independent research and development of domestic large models.

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