The Trump administration is already holding closed-door consultations to develop a strategy to counter the rapidly growing open artificial intelligence ecosystem from China. The market is watching as cheap and productive Chinese models begin to squeeze American giants, causing serious concern in Washington.
Why This Has Become a Problem for the US
According to data obtained by my analytical team, Chinese open-source models have nearly achieved parity with leading American developments in performance, while being significantly cheaper. If this trend continues, we will witness a mass exodus of developers and companies toward more budget-friendly Chinese alternatives.
This will put enormous pressure on the pricing and margins of leading US AI companies. The only question is whether the Trump administration will attempt to solve the problem with another executive order or choose a more systematic approach.
Numbers Confirm the Shift
Data from Apollo Global clearly demonstrates the acceleration of this trend. From January 2025 to May 2026, the US share among the 50 most used AI models in the world decreased from approximately 33 to 28. Over the same period, China's share steadily grew, while models from France and other countries virtually disappeared from the top list.
We are facing a steady market redistribution that is already prompting Washington to sound the alarm. In my assessment, this shift will become one of the central themes in the technology agenda for the coming years.
Expert opinion: Chinese AI dumping is not just price competition, but a strategic challenge to the entire American model of technology monetization. If the US fails to find a way to respond to this challenge, we will see not only a decline in Big Tech profits but also a fundamental change in the global balance of power in the field of artificial intelligence.