U.S.-China competition for artificial intelligence markets

Global LLM use is growing rapidly; site visits to major LLM platforms increased threefold from April 2024 to August 2025, rising from an estimated 2.4 billion to nearly 8.2 billion monthly visits.

U.S. models have maintained overwhelming market dominance and captured approximately 93 percent of global LLM site visits in August 2025.

Site visits to China-based LLMs increased by 460 percent in just two months. The rise of DeepSeek did not cannibalize traffic to other Chinese models, which continued their upward trajectories throughout 2025.

Read more at RAND