
46% of Your AI Now Runs on Chinese Models
Chinese-built AI models now account for 30-46% of enterprise API token traffic on US platforms — up from 4.5% in early 2025. Coinbase cut AI spend in half. Lindy migrated 100% from Claude to DeepSeek. Congress is investigating. Beijing may restrict access. Enterprise leaders need a structured risk-reward framework before regulation forces their hand.
July 8, 2026