The specifics:
According to the research, Chinese AI developers now hold a 17.1% market share in downloads, surpassing the U.S. industry's 15.8%.
Two Chinese companies, DeepSeek and Alibaba's Qwen, which held 14.2% of the market between August 2024 and August 2025, are mostly responsible for this spike.
Google, Meta, and OpenAI, which accounted for more than 40% of downloads before to 2023, are entirely absent, with Comfy leading the U.S. market with a share of 5.4%.
With models revealing their training data plummeting from 79.3% in 2022 to just 39% in 2025, the study also discovered that true open source is fading.
Two Chinese companies, DeepSeek and Alibaba's Qwen, which held 14.2% of the market between August 2024 and August 2025, are mostly responsible for this spike.
Google, Meta, and OpenAI, which accounted for more than 40% of downloads before to 2023, are entirely absent, with Comfy leading the U.S. market with a share of 5.4%.
With models revealing their training data plummeting from 79.3% in 2022 to just 39% in 2025, the study also discovered that true open source is fading.
A shift in leadership is evident in the quick rise of Chinese models. Chinese labs now supply the "brains" in the open ecosystem, which was once dominated by a U.S.-led monopoly led by Google. With a surge of Chinese releases, perhaps lead by DeepSeek, on the horizon, this disparity could widen even more.