US Enterprises Direct 60% of AI Token Usage to Chinese Models, Up from Below 10% in One Year

According to OpenRouter data, the share of tokens used by US enterprises on Chinese AI models has surged from below 10% a year ago to nearly 60% as of early July, with usage reaching 63% at its peak. DeepSeek emerged as the primary driver of this shift, indicating that Chinese models have moved beyond developer trials into actual production workflows at American companies.
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