Chinese AI models surge in global popularity

AI is already being treated as a commodity by China.

Their not so secret strategy for owning the AI market --- low cost power.

The good news, "The lion's share of AI spend is still going towards U.S. models"

The bad news, the US frontier AI companies are cash burning machines. And it looks increasing likely that they may never be profitable. US vendors are essentially serving as advertisers and unwitting promoters of cheap Chinese AI.