Major U.S. AI companies are accelerating price cuts as part of efforts to check Chinese rivals, speeding a global shift toward price competition. The Financial Times reported OpenAI cut prices for GPT-5.6 Luna by up to 80 percent and reduced Terra by 20 percent, while Anthropic priced Opus5 at about half of Fable5. Data cited by the FT showed customer costs have fallen sharply since mid-July. Some reports said usage and revenue rose after the cuts.

The Trump administration is considering ways to limit U.S. companies\' use of Chinese open-source AI models, a report said, as cheaper Chinese systems gain performance and price competitiveness. The debut of Moonshot AI\'s Kimi K3 has been cited as a trigger. Options discussed include restricting access, revisiting Commerce Department entity list designations and applying procurement rules. Debate has also grown over whether such steps could favor large U.S. AI firms.