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The Economic Times
The Economic Times
Piyush Shukla

Chinese AI models surge in 2026: Is JPMorgan data signaling a global shift away from US AI dominance?

Chinese artificial intelligence models are dominating global usage rankings at an unprecedented pace in 2026, capturing the majority of token consumption on the world's largest AI aggregation platform. JPMorgan Asset Management strategist Michael Cembalest highlighted the trend in his latest Eye on the Market commentary, noting that China is leveraging its vast domestic market and low-cost open-source strategy to accelerate AI adoption across both consumer and enterprise applications worldwide.

The rise of Chinese AI models is not a gradual drift — it is a structural shift, backed by hard numbers that are reshaping how developers across the globe choose their large language models (LLMs).

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