Chinese open-source models, already popular among startups due to lower costs, may now make their way to large enterprises looking to avoid disruptions to top-dollar artificial intelligence projects. “The choice is pragmatic, not political,” said Nipun Kalra, managing director and senior partner at BCG.

The US Commerce Department ordered Anthropic to block foreign access to its top AI models, sending decentralized AI tokens surging and opening the door for

Companies are tightening their AI budgets to focus on getting a return on their investment, and that could dampen growth rates at OpenAI and Anthropic.

The US move has allowed Asian firms to establish themselves in a market dominated by a handful of US companies.