Oh, it's the OpenRouter number: https://finance.yahoo.com/technology/ai/articles/china-ai-mo...

Those numbers aren't credible IMO because OpenRouter only see traffic for people who have chosen to route their traffic through OpenRouter. If you do that, you're much more likely to be experimenting with alternative models. They have no insight at all into people who point their applications directly at OpenAI or Anthropic without having OpenRouter in the middle.