Now, commercially, this may not make a lot of sense at the moment because no one is getting filthy rich on high-moat AI-using applications such that commoditizing the AI itself is a good idea commercially. I'm not sure anyone would even be confident enough to be the farm on the idea of someday being in that position.
However, if you analyze this from the perspective of world politics, where both explicit and implicit strategies are based on what tech companies have what tech and where it is located, it makes a lot of sense that if China is concerned that the US really is ahead in AI tech and that US financial and technical dominance is being driven by this dominance and being used to suck capital out of the countries that are behind, it makes all kinds of sense to commoditize the complements as basically a way of throwing the current game board up in the air and restarting again.
(One may also note that this analysis also says that just straight-up stealing the OpenAI tech and slightly AI-washing it before handing it out to everyone is also a logical move. I don't know enough to have any independent opinion as to whether that's where DeepSeek came from. I'm just saying that given the visible circumstances it is a strong strategic move for China at this point.)