I think it’s mostly a marketing, branding thing. Most people haven’t heard of the Chinese AI companies and models, but everybody heard of OpenAI and Anthropic. The US companies have sales team, a constant media presence. It’s just a question of time for open models to gain market shares.
Just look at how OpenAI has lost market share over the past year
Anyone who remotely pays attention to AI would know who DeepSeek is, given the shockwave it sent in early 2025, impacting the tech stocks. News was full of "Kimi moment" recently too.