Last week, developer API developers spoke out on social media platforms and received a "warning notice" from OpenAI. The notice makes it clear that OpenAI will take further steps to limit or terminate API usage from regions it does not currently support. Open AI has just announced that it will stop supplying API services to China next month, and the domestic AI industry has exploded into a carnival.
Domestic large-scale model institutions and service providers went crazy in an instant
OpenAI's decision to stop providing API services to China has drawn market attention to domestic large models.
"Make At the 2024 DingTalk Ecosystem Conference, the company released version 7.6 of its products and announced that it would be open to all large model manufacturers, building the most open AI ecosystem in China. In addition to Alibaba's Tongyi large model, six large model manufacturers, including MiniMax, Dark Side of the Moon, and Zhipu AI, have established cooperation with it, and all parties will work together to develop the latest application scenarios and AI service functions, and work together to enter the global market.
In addition, domestic AI large model companies have said that they welcome OpenAI API users "silky migration" to their own company's large model.
Alibaba Cloud Tongyi said that on the latest large model evaluation list HELM MMLU released by Stanford, the Tongyi large model is the closest domestic large model to GPT. At the same time, Alibaba Cloud Bailian announced that it will provide OpenAI API users with the most cost-effective alternative to China's large models, and provide Chinese developers with 22 million free tokens and exclusive migration services.
零一万物称，旗下的Yi-Large在伯克利大学公开盲测LMSYS 综合榜单上位列第7，中文榜单上与GPT4并列排名世界第一。零一万物发起“Yi API 二折平替计划”，面向OpenAI用户推出迁移服务。
百度文心说，百度智能云千帆推出大模型普惠计划，对新注册企业用户提供0元调用、0元训练、0元迁移、0元服务。
腾讯混元称，新迁移企业用户可免费获得腾讯混元大模型1亿Tokens，并提供免费专属迁移工具和服务。
|国产替代是大势所趋
市场方面，可以看到，在多个榜单中，国产大模型与国外主流大模型差距逐渐缩短。比如在OpenCompass（司南）2.0大语言模型 5月的月度榜单中，豆包、通义千问、零一万物、文心一言等国产大模型都有上榜。在此之前，国产大模型Kimi以及最近刚刚上线的快手兼具图生视频和视频续写功能的可灵AI都受到了比较大的关注，其中，可灵AI视频续写已经达到了3分钟，超过之前Sora一分钟的视频长度。
AI领域的国产替代是大势所趋，目前，国内有不少国产的大模型已经展现出不错的效果，模型精准度以及美学效果并不输ChatGPT。当然，对于过去那些套壳ChatGPT，基于海外大模型进行内容开发的创意公司来说，短时间也面临一定的生态迁移成本，这对国产大模型公司而言是一个机会。
也有机构称：“OpenAI此举影响最大的可能是国内一些必须得用到GPT-4或GPT-4 Turbo API能力的较高端或较复杂的业务场景，不过，这也将反逼国内AI大模型去做升级，满足这部分业务需求。”
Only the shell company was injured
OpenAI's operation will have a huge impact on some domestic startups that use or hope to use OpenAI's large model shell. The so-called "OpenAI shell" refers to the fact that some companies or teams simply use OpenAI technology or models when developing their own AI products, and package or modify the interface or some functions.
Of course, in addition to the above-mentioned companies, there are also many companies that will use OpenAI's API services in their AI business, which will also be affected a lot.
However, this time OpenAI stopped providing API services to Chinese mainland, which is expected to encourage China's self-developed large models and AI technology development to accelerate. Now, domestic manufacturers have begun to snatch OpenAI's lost enterprise users, and at present, this provides an opportunity for the popularization and commercial application of domestic large models.
