US companies give 60% of tokens to domestic models, and the pricing advantage is starting to turn into a usage advantage

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Golden Finance reported that on July 21, OpenRouter data showed that the share of Tokens of Chinese models used by American companies had risen from less than 10% a year ago to nearly 60% in early July, once reaching 63%. DeepSeek is the main driver. This means domestically developed models are no longer just for developers’ trials; with low prices, open weights, and sufficiently strong programming and agent capabilities, they have entered American companies’ real workflows.
But this does not mean that domestically developed models have already captured 60% of the AI market of American enterprises. The chart’s figures count the number of Tokens on the OpenRouter platform and do not include traffic from enterprises directly calling vendors such as OpenAI and Anthropic. At the same time, low-priced models are more likely to take on large volumes of long, multi-step tasks, which naturally amplifies their Token share.
This also means that companies are keeping high-end models for complex tasks and assigning a large amount of standardized work to domestically developed models that are “good enough in capability and lower in cost.” AI competition is shifting from single-model rankings to multi-model routing and unit task costs. (Jin10)
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