DeepSeek surpasses US AI models in China market share by 2027-03-31

Chinese AI model DeepSeek will capture over 50% of the domestic market share in China by Q1 2027, overtaking U.S. competitors due to lower costs, government support, and tailored compliance with Beijing's data sovereignty laws. U.S. models like those from OpenAI or Anthropic will struggle with export restrictions and local competition.

Implied probability (Yes)

68%