DeepSeek Models Spark Global Adoption Surge & Regulatory Scrutiny
Narrative
Post-R1 release, DeepSeek achieves massive downloads and usage in Global South/China (e.g., dominant market shares in several countries per Microsoft/Freedom House data). Privacy concerns lead to GDPR-related scrutiny, bans in some Western entities, and debates on data storage in China.
Reality
Early 2025: App surges to #1 in US iOS free downloads briefly. Regulatory responses include clarifications sought on data policies; some bans/proposals in US/EU. Global South adoption grows significantly (11–56% shares in select countries). No major DeepSeek policy response; focus remains on model openness.
Implication
Highlights open-source Chinese AI accessibility vs. Western privacy/security concerns. Accelerates debate on geopolitical AI divides and export control effectiveness. Reinforces efficiency/open-weights as competitive lever despite regulatory friction.