Rand兰德：2026年美中竞争人工智能市场报告（英文版）

In this report, we analyze global large language model (LLM) adoption patterns, with a focus on the competitive dynamics between the United States and China. Using website traffic data across 135 countries from April 2024 through May 2025, we tracked site visits to major U.S. and Chinese LLM platforms to assess market penetration, identify geographic adoption patterns, and examine the impact of the January 2025 DeepSeek R1 launch. In our analysis, we explore three key drivers of internat