China's AI Dominance Fuels $2.2 Trillion Bubble Growth

The AI bubble continues to grow, with its value increasing by $2.2 trillion in two weeks. This is according to data from OpenRouter, which shows that Chinese AI has surpassed US AI in usage, both domestically and internationally.

Alibaba's new top model, Qwen 3.8 Max, was released last week and ranks fourth in overall performance, but its cost is significantly higher than OpenAI's top-ranked model. In fact, the OpenAI model costs 250% more for input tokens and 500% more for output tokens.

This price disparity has led to a significant shift towards Chinese AI, with even US companies like Coinbase switching to it due to its lower costs. This trend is likely to continue, as the data shows that Chinese AI far exceeds US AI in usage.