China gains ground in global AI race

Open-source AI is reshaping competition between China and the US.

US companies are increasingly adopting Chinese open-source AI models.

US companies are increasingly adopting Chinese AI models as part of their core technology stacks, raising questions about global leadership in AI. In the US, Pinterest has confirmed it is using Chinese-developed models to improve recommendations and shopping features.

In the US, executives point to open-source Chinese models such as DeepSeek and tools from Alibaba as faster, cheaper and easier to customise. US firms say these models can outperform proprietary alternatives at a fraction of the cost.

Adoption extends beyond Pinterest in the US, with Airbnb also relying on Chinese AI to power customer service tools. Data from Hugging Face shows Chinese models frequently rank among the most downloaded worldwide, including across US developers.

Researchers at Stanford University have found Chinese AI capabilities now match or exceed global peers. In the US, firms such as OpenAI and Meta remain focused on proprietary systems, leaving China to dominate open-source AI development.

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