Chinese AI models surge in global popularity — and Washington is worried

AI was a major focus as U.S. President Donald Trump and Chinese President Xi Jinping met this week. The most advanced U.S. models lead most benchmarks, but Chinese companies like DeepSeek, Z.ai and Alibaba have released new models with major performance gains in tasks such as coding.

According to usage data shared with CNBC, the global adoption of Chinese models by companies has increased substantially in 2026.

Chinese AI models have gone from a relatively small share of usage to a majority on two major developer platforms that provide gateways for companies to access models from different providers. On OpenRouter, they accounted for 57%-67% of tokens used in the week of Sept. 14, up from 6%-13% in February. On Vercel, their share rose to 55% in August from 11% in January.

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