Hot take: The reason this is happening is because the market for Chinese AI models hosted by Chinese companies is struggling. Even the market for Chinese AI models hosted by western companies is soft: During the week of May 18, OpenRouter processed 3.4T DeepSeek v3 Flash tokens (their most popular model). Google has announced that Gemini is processing 746T per week; Claude is probably processing more. And the Chinese…
> OpenRouter processed 3.4T DeepSeek v3 Flash > Gemini is processing 746T per week I read this totally differently. A startup nobody really knows is doing half a percent of Google on a commodity task?!? Google, which puts Gemini on billions of devices by default, without the user asking? Google, which is distributing Gemini to users who are unaware they are even using it? Versus a startup that does not even have a lo…
Not to mention, week on week more and more tokens are being processed via OpenRouter. [0]. The number keeps going up, with no end in sight in my opinion, if the China models continue offering cheaper inference, whilst tailing behind not too far, the line will keep going up.
[0] - https://openrouter.ai/rankings
OpenRouter is not the only "router" type AI company. More fixed providers like OpenCode and commandcode are offering subscription services on open/china models, likely consuming billions of tokens each. Who know how many tokens are being process directly against Deekseek and Kimi's APIs.