China’s AI Models Process 98 Trillion Tokens, 85% Above US
China now accounts for roughly 40% of the 50 most generally used synthetic intelligence (AI) fashions worldwide. Its fashions have additionally overtaken US rivals in month-to-month token utilization.
The numbers level to builders more and more reaching for Chinese methods, whilst US utilization retains rising.
China Closes the Gap in Global AI Usage
Just 5 of the highest 50 fashions had been Chinese at first of 2025. That depend reached round 20 by May 2026, a fourfold rise that lifted its share to 40%.
According to Apollo Global Management, US fashions moved in the wrong way. Their depend within the prime 50 fell to round 28 from 33 over the identical stretch.
Token utilization tells a sharper story. Among the highest 20 most used fashions, Chinese AI models processed 98 trillion tokens in June, in opposition to 53 trillion for US fashions.
Chinese token utilization climbed 113% from May to June. US utilization grew 43% over the identical month. That widened China’s result in 85%, properly above the 24% margin recorded in May, the Kobeissi Letter noted.
Rising Usage Meets Deepening US-China Friction
The utilization growth arrives as ties between US and Chinese AI companies fracture. Alibaba banned its employees from Anthropic’s Claude Code from July 10, citing back-door dangers, and informed them to modify to its personal Qoder device.
Anthropic had earlier accused Alibaba of the most important identified distillation assault in opposition to it. The agency has additionally pressed Washington for tighter chip export controls, arguing the US can nonetheless safe a decisive edge.
“But if the US and its allies act now to deal with each points, it might be doable to lock in a 12-24 month lead in frontier capabilities. A lead that enormous by 2028 can be enormously advantageous,” it mentioned.
Beijing is tightening its personal grip. A regulatory purge removed more than 14,000 non-compliant AI merchandise from Chinese networks this month.
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