HomeHow China and the US Reprice
All Pricing Events: Same-Model Repricing Plus Generational Repricing
All Pricing Events: Same-Model Repricing Plus Generational Repricing#
Counting only same-model repricing makes the US look cut-only; add generational changes and since July 2025 it is 14 increases against 16 cuts.Draft, pending review
How to read this chart
Dark bars are same-model repricing, light bars are generational repricing (new generation versus the previous one's launch price; new SKUs excluded). From July 2025 to September 2026 the US saw 14 increases and 16 cuts, and 13 of the 14 increases came from OpenAI and Google.
Source: FinSight compilation and estimates · Updated 2026-09-04
↩ This chart lives on the paged3-cn-us-mon-07