X.PIN@thexpin · X微软向字节跳动出售OpenAI服务（每年超10亿美元），蚂蚁、美团、腾讯使用Azure。截至2025年6月财年，Azure中国AI收入增长约3倍。同时，美国开发者转向中国模型降本：Cursor（马斯克据称想收购的AI编程工具）使用Qwen和Kimi；Claude一小时编码约10美元，DeepSeek不到50美分。
US and Chinese AI are quietly swapping places in the most awkward way possible.
Per Bloomberg： Microsoft sells OpenAI services to ByteDance for $1B+/year. Ant Group， Meituan and Tencent are all on Azure. Azure's AI revenue in China grew ~3x in the fiscal year ending June 2025 - faster than anywhere else on earth.
Meanwhile， US developers are quietly switching to Chinese models to cut costs. Cursor （the AI coding tool Musk reportedly wants to buy） has used Qwen and Kimi. One hour of coding on Claude： ~$10. Same job on DeepSeek： under 50 cents.
Everyone thinks the neighbor's cooking smells better. The Chinese food is cheaper - and they deliver.
https://restofworld.org/2026/when-americans-choose-chinese-ai/