Have you guys see how aggressive is the push for enterprise use by both OpenAI and Anthropic? I had friend from a non-tech industry in Asia telling me that their company was offered free trial of the enterprise version of Claude, with trainings and such.
On the other hand, DS and Z.ai, have zero to none marketing outside China. There is friction to use DS/GlM models and the ZDR is unclear, so most enterprise that has heavy AI usage hasn't move over yet. They would rather spent $200 for the peace of mind than to take the risk of being slam as a national traitor down the road (which again is another form of marketing by Big AI, trying to frame Chinese models as thiefs).
So, I don't think they are not freaking out, it's just that they are addressing different market segments and reacting to the situation differently.