Jul 19, 2026 · 5:40 PM
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US Companies Now Run Nearly Half Their AI Traffic on Chinese Models
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US Companies Now Run Nearly Half Their AI Traffic on Chinese Models
A CNBC investigation published July 7 found Chinese-origin AI models carried at least 30% of US enterprise token volume on OpenRouter every week since February 8, peaking at 46%, up from just 4.5% in early 2025. DeepSeek and Alibaba's Qwen now lead OpenRouter's token volume outright, Moonshot AI just released its 2.8 trillion parameter Kimi K3, and Airbnb has confirmed running Qwen in production, prompting a congressional inquiry into corporate ties with Chinese AI developers.
Julian Lim
4 min read
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