Samsung is the only mobile brand growing in India, despite multiple price hikes
Source: SamMobile
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Chinese AI models surge to 46% of US enterprise token usage
Source: CNBC
OpenRouter's data shows adoption of Chinese models by American companies jumped from 11% annually to 30-46% weekly since early February. The shift reflects cost efficiency and capability parity, not ideology. This exposes a hard constraint on US AI dominance: when Chinese models deliver comparable outputs at a fraction of the price, corporate procurement ignores geopolitical friction. The material risk is margin compression. If Chinese inference costs remain 80-90% cheaper than OpenAI or Anthropic, enterprise customers will optimize for cost first, determining which AI vendors can sustain venture-scale economics.