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What Do OpenAI and Google Want from Trump to Compete with DeepSeek?

What Do OpenAI and Google Want from Trump to Compete with DeepSeek?

  • 17.03.2025 08:46
  • en.tempo.co
  • Keywords: AI, Google

OpenAI and Google have asked the U.S. government for more permission to train AI using copyrighted data, claiming it’s essential for national security to compete with China’s AI advancements like DeepSeek. They argue that without access to such data, the U.S. risks losing its AI leadership.

Alphabet News

Estimated market influence

OpenAI

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Analyst rating: N/A

OpenAI is suing for using copyrighted content to train their AI models.

Google

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Analyst rating: N/A

Google supports expanded access to data for AI development, emphasizing national security and innovation.

Context

Analysis and Summary: Business Insights and Market Implications

Key Facts and Data Points:

  • Companies Involved: OpenAI, Google, Anthropic, and DeepSeek (Chinese AI model).
  • Request to U.S. Government: Broader permissions to train AI models using copyrighted materials under national security concerns.
  • White House's AI Action Plan: Focuses on maintaining U.S. AI leadership while avoiding policies that stifle innovation.
  • China's Advantage: Chinese AI researchers have unrestricted access to data, including copyrighted content, giving them a competitive edge.
  • DeepSeek Competition: A cost-effective and freely accessible alternative to ChatGPT gaining attention in the U.S. and Europe.
  • Legal Challenges:
    • OpenAI is sued by The New York Times, Sarah Silverman, and George R.R. Martin for using copyrighted content.
    • Anthropic, OpenAI, and Nvidia face accusations of violating YouTube's terms by using subtitles for AI training.

Market Trends and Business Impact:

  • Global AI Competition: Intensifying competition between U.S. and Chinese AI developers, with DeepSeek emerging as a significant threat to ChatGPT.
  • Data Access vs. Innovation: Debate over copyright policies balancing national security needs and innovation risks.
  • Regulatory Environment: Potential changes in data access regulations could impact AI development and global competitiveness.

Competitive Dynamics:

  • OpenAI and Google's Strategy: Emphasize the need for expanded data access to maintain U.S. AI dominance.
  • Anthropic's Focus: Shifts toward national security risks, export controls, and energy infrastructure support.
  • DeepSeek's Advantage: Offers comparable capabilities at lower costs, potentially disrupting the market.

Strategic Considerations:

  • Legal Risks: Companies face lawsuits for using copyrighted content, highlighting the need for compliance strategies.
  • Regulatory Compliance: Navigating copyright, privacy, and patent policies to avoid legal challenges while maintaining innovation pace.
  • Energy Infrastructure: Anthropic's proposal underscores the importance of supporting AI growth through robust energy systems.

Long-Term Effects:

  • Potential Shift in AI Dominance: Without regulatory support, the U.S. risks losing its lead to China.
  • Global Market Impact: Increased competition may drive innovation but could also lead to market consolidation or exclusivity issues.
  • Regulatory Uncertainty: Changes in policies could create unpredictable business environments for AI companies.

Conclusion:

The race for AI dominance is intensifying, with strategic moves by U.S. companies like OpenAI and Google to gain regulatory advantages. The competition from Chinese models like DeepSeek highlights the importance of data access and policy support. Legal challenges and regulatory changes will shape the future of AI development and market dynamics globally.