Chinese AI Models Take 89% of US Firms' Open-Source Spending, But Making Money Remains a Challenge

At a glance

A survey found that 89% of US companies' spending on open-source AI models went to Chinese models. Chinese models are used a lot, yet they bring in less money, so Chinese AI firms are looking for ways to earn more.

Key points

1. 1

   Kimi from Moonshot AI took the largest share at 61% of US firms' open-source AI model spending.

2. 2

   Adding DeepSeek and Z.ai's GLM, the three models together account for 87%.

3. 3

   The share of open-source models in company AI token use rose from 11% to 19%, while their share of spending fell from 6% to 4%.

4. 4

   Chinese AI firms are raising API prices and expanding paid subscriptions and enterprise services to diversify revenue.

Why it matters

Even if AI models are used widely, companies struggle to last without earning money. The survey shows where Chinese AI stands in the global market.