About This Report  iii

Summary  iv

Figures and Tables  viii

CHAPTER 1  1

Introduction  1

CHAPTER 2  3

Building the Dataset  3

Phase 1.  Building a Set of Candidate Organizations  3

Phase 2.  Applying Inclusion Criteria  5

Phase 3.  Populating the Dataset  6

Scope and Data Limitations  8

CHAPTER 3  10

Descriptive Statistics of U.S. and Chinese AI Developer Industries  10

Geographic Distribution  11

Year of Founding  13

CHAPTER 4  14

Commercial Orientation of U.S. and Chinese AI Developer Industries  14

Four Dimensions of Commercial Orientation  14

Commercial Positioning  15

Model Provenance  16

Application Domain  18

Open-Weight Status  20

OpenRouter Data: A Window onto Developer Adoption  20

CHAPTER 5  24

Technical Focus of U.S. and Chinese AI Developer Industries  24

Five Technical Dimensions  24

Model Architecture  25

Learning Paradigm  26

Data Modality  27

Physical Form Factor  29

Core Functionality  30

CHAPTER 6  32

Conclusion  32