Chinese AI models have sustained the #1 global position for ten consecutive weeks as of early July 2026. Key metrics:
Weekly global token volume: 46.7 trillion tokens (week of June 15–21)
China's share: 18.81 trillion tokens — more than 3× the US (5.76 trillion)
Market share: Chinese models account for ~46% of global token volume vs. ~13% for US
US Enterprise Adoption
The shift is most dramatic in the US enterprise market:
US companies' token consumption on Chinese models jumped from 4.5% (2025) to a peak of 46% (2026)
Since February 2026, weekly token share from Chinese models has remained above 30%
Coinbase set GLM-5.2 and Kimi K2.7 as default models for engineers
Lindy (US AI startup) switched from Anthropic Claude to DeepSeek-V4, cutting inference costs by ~95% and saving millions annually
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