Subscriber briefing · 12 Jul 2026
The market moved again.
Asia extended its lead, US models lost share, and a new price cut is beginning to change the economics of the top tier.
60.6%
Asia share
▲ +4.9 pp
32.7%
US share
▼ -2.7 pp
Tencent Hy3 (free)
Number one
routed this week
#10 → #4
Biggest move
NVIDIA Nemotron 3 Ultra 550b A55b (free)
Low-cost Asia-built challengers are gaining adoption faster than premium US models. Correlation observed, not proof of causation.
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The Model Adoption Report
July 2026
The Model Adoption Report
Regional power shifts, model momentum, provider intelligence, the economics of the top tier, Europe Watch, and the signals to monitor.
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Your watchlist demo
| Model / provider | Rank | Share | 7D | Price | Signal |
|---|---|---|---|---|---|
| Xiaomi Mimo V2.5 Xiaomi | 2 | 11.30% | – | – | Entered top 3 |
| DeepSeek V4 Flash DeepSeek | 3 | 9.93% | ▼ 2 | – | Entered top 3 |
| Anthropic Claude Sonnet 5 Anthropic | 13 | 1.75% | ▲ 6 | – | Tracked |
| Google Gemini 3 Flash Preview Google | 12 | 1.78% | ▲ 1 | – | Tracked |
Alerts this week
Model economics · adoption vs cost
AsiaUS
EuropeOther
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