Competition between US and Chinese AI models is heating up:

The proportion of tokens used by US firms that run through Chinese AI models on OpenRouter is up to a record ~58%.

OpenRouter is a platform that allows developers and companies to access and compare AI models from multiple providers, making it a useful gauge of real-world AI model adoption.

This percentage has TRIPLED since mid-January, overtaking American peers on the platform for the first time in March.

The token share of Chinese models briefly rose as high as 63% in the first week of July.

By comparison, Chinese models accounted for less than 10% of usage at the start of 2025, while US models accounted for ~80%.

DeepSeek has emerged as the most popular choice among American firms in recent months.

Chinese AI models are rapidly gaining market share.

First posted to our Telegram.