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U.S. Tech Giants Quietly Adopt Chinese Large Models Despite High Costs

U.S. Tech Giants Quietly Adopt Chinese Large Models Despite High Costs

September 12, 2026
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U.S. Tech Giants Quietly Adopt Chinese Large Models Despite High Costs

With the escalating costs of premium U.S. large language models, a growing number of American tech firms are quietly embedding Chinese open-source AI into their production environments. Cryptocurrency exchange Coinbase recently led this shift, successfully slashing AI expenses by swapping models while maintaining full access for staff.

Cost Efficiency Takes Center Stage

Coinbase CEO Brian Armstrong announced that Zhipu GLM 5.2 and Moonshot Kimi K2.7 are now the default models for all engineers, primarily handling routine tasks like code reviews and document summaries. Despite an exponential rise in token usage, this strategy has reduced the company’s AI spending by nearly 50%.

Since most engineers had not hit previous usage caps, this optimization preserved their token quotas while demonstrating the approach’s scalability. Beyond Coinbase, major firms like Airbnb and AI startup Lindy have also migrated to various Chinese open-source models to manage rising costs.

Chinese Open-Source Models Gain Traction Abroad

Industry data indicates that several Chinese open-source models deliver performance on par with top-tier overseas alternatives at a fraction of the cost. On OpenRouter, a leading AI model API platform, Chinese models have consistently ranked among the most frequently used text models.

Currently, models such as DeepSeek, Xiaomi MiMo, MiniMax, Tencent Huan Yuan, and Zhipu GLM are gaining international favor due to their superior cost-performance ratio. This combination of technical capability and affordability is quietly reshaping the AI infrastructure strategies of global technology companies.

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