Chinese AI models gain ground with U.S. companies

JUST IN: American companies are now reportedly using Chinese AI models more than U.S.-made ones.
That would be a major shift in the AI adoption race.
The market has mostly focused on U.S. model leaders like $OPENAI, $ANTHROPIC, $GOOGL, and $META.
But if Chinese models are winning on cost, speed, and ease of deployment, enterprise demand may become much more price-sensitive than expected.
For the AI trade, this raises a big question: is model intelligence becoming a premium product, or is it already becoming a commodity?