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Latest AI Insights

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9 Apr, 2026

Chinese Models Lead Token Usage

In March 2026, Chinese models in OpenRouter's top ten processed 59.81% of the tokens. American models trailed by nearly 20 percentage points.

8 Apr, 2026

The Most Competitive AI Market

In March 2026, Xiaomi – the Apple of China – led Chinese AI labs in tokens processed. The gap between the five labs is just 14 percentage points.

7 Apr, 2026

The Fastest-Growing AI Model

Step 3.5 Flash, a free model by StepFun in China, grew token usage 389% in March 2026. That made it the fastest-growing model on OpenRouter.

6 Apr, 2026

China Leads The AI Token Race

In March 2026, five Chinese models in OpenRouter's top ten processed 24.73 trillion tokens. That is 49% more than the five American models combined.

3 Apr, 2026

Hyperscalers Outspend Apollo

Since ChatGPT launched in 2022, hyperscaler capital expenditure as a share of US GDP has more than doubled. At 1.46%, it eclipses the Apollo Program.

2 Apr, 2026

Hyperscalers Vs US Defense

Capital expenditure by Alphabet, Amazon, Meta, Microsoft, and Oracle (hyperscalers) as a share of US defense spending has risen from 13% to 30%.

1 Apr, 2026

Hyperscalers Go All In On AI

Combined, hyperscalers spent 77.75% of operating cash flow on capital expenditure in Q4 2025. It is up 24 percentage points since GPT-4 launched.

31 Mar, 2026

The Price Hyperscalers Pay For AI

On average, hyperscalers spent 41% of their revenue on capital expenditure in Q4 2025. That is up 26 percentage points from 15% in Q1 2018.

30 Mar, 2026

Hyperscalers Bet Billions On AI

Hyperscalers spent $141B on capital expenditure in Q4 2025. Between GPT-4 and GPT-5, expenditure more than tripled from $38B to $118B per quarter.

27 Mar, 2026

Where America Researches AI

The top ten institutions for AI research in America include universities, agencies, and corporations. Not one Ivy League school makes the list.

26 Mar, 2026

China's AI Research Capital

Five of China's top ten institutions for AI research are in Beijing. The Chinese Academy of Sciences leads with 34,087 papers, nearly triple Tsinghua.

25 Mar, 2026

Institutions Leading AI Research

The Chinese Academy of Sciences has published more AI papers than the three US institutions in the top ten combined. It leads them 34,104 to 29,807.

24 Mar, 2026

China's AI Research Went Vertical

Since 2018, institutions in China have published more AI papers every year than those in the US. In 2025, they published nearly twice as many.

23 Mar, 2026

Where AI Research Happens

Institutions in China and the US have published 766,898 AI papers combined. That's more than the 568,947 published in the next eight countries.