Chinese Models Now Serve Nearly Half of Enterprise API Tokens at US Platforms. Here's the CNBC Investigation.

AI First Pod · Jul 9, 2026 · 6m

CNBC confirmed Chinese models have gone from 4.5% to 30-46% of enterprise API token usage at US developer platforms in twelve months — sixty to ninety percent cheaper, and accelerated by the Fable 5 export control. We cover what that means for US AI market dynamics, JADEPUFFER as the first autonomous AI ransomware attack, and Anthropic overtaking OpenAI on revenue.