MARCH2025DeepSeek,Huawei,ExportControls,andtheFutureoftheU.S.-ChinaAIRaceByGregoryC.AllenIntroductionSixmonthsago,fewintheWestasidefromobsessiveAIprofessionalshadheardofDeepSeek,aChineseAIresearchlabfoundedbarelymorethanayearandahalfago.Today,DeepSeekisaglobalsensationattractingtheattentionofheadsofstate,globalCEOs,topinvestors,andthegeneralpublic.WiththereleaseofitsR1modelonJanuary20,2025—thesamedayasPresidentTrump’ssecondinauguration—DeepSeekhascementeditsreputationasthetopfrontierAIresearchlabinChinaandcausedareassessmentofassumptionsaboutthelandscapeofglobalAIcompetition.ByJanuary27,DeepSeek’siPhoneapphadovertakenOpenAI’sChatGPTasthemost-download...
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