I really don't understand why OpenAI, Anthropic and Microsoft are in competition to see which one of the three will elevate deepseek the most.

DeepSeek will do the same thing.

Z/Mimo already raised their prices multiple times since the promotional prices at the start of the year.

DeepSeek (and other open weight models) can be served by anyone with the means to do it. All of the big open weight models are available on OpenRouter via commodity providers.

DeepSeek is actually more expensive than expected ATM due to compute shortage, but they said it would come down in price.

The compute shortage will be bigger 3 months from now.

Depends how China scales its semiconductor industry.