AI & Enterprise
China AI shifts fight to inference costs, testing U.S. dominance
Chinese AI models are shaking U.S. dominance in the global AI market by offering lower inference costs, an analysis said. Juniper Research said rapid performance gains and low costs are changing developers’ model choices, with competition shifting to how cheaply inference can be delivered in real services. On OpenRouter, the combined share of U.S. models has fallen, while usage of Chinese models has surged and surpassed U.S. models by early June.