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Chinese AI models now handle 98 trillion tokens per month, 85% more than US rivals, and account for roughly 40% of the world's 50 most-used models as developers increasingly adopt them. The data challenges the assumption of durable US AI dominance that underpins premium valuations in NVDA, MSFT and the broader NASDAQ AI trade, while strengthening the case for Chinese tech names like Alibaba and Baidu whose open-weight models are gaining global share. Watch whether enterprise and developer spending starts shifting toward cheaper Chinese models, which would pressure US AI monetization forecasts and could trigger a re-rating across the sector.
As a Research signal, watch whether it changes price action, volatility, or flows around NVDA, IXIC, BABA.
Original Source: BeInCrypto
This page is market information analysis, not investment advice.
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