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DeepSeek and other leading Chinese AI companies together generate around a tenth of the revenue brought in by OpenAI and Anthropic, Nikkei Asia reports, citing estimates. The gap puts a number on the commercial imbalance between China’s low-cost model makers and their US rivals.

Nikkei says competition is pushing Chinese companies’ already low fees down further, while keeping computing costs low helps them stay profitable. The report does not provide the underlying estimates in the supplied account, so the comparison is best read as a reported snapshot, not a complete measure of each company’s finances. For the AI market, the question is whether low prices can turn reach into revenue without squeezing margins too far.

Discuss: How much should lower prices count as a competitive advantage if the revenue gap remains this wide?

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