Chinese large models are rapidly reshaping the global AI consumption landscape.

According to the latest data released by the world's largest AI model API aggregation platform OpenRouter, as of March 15, the weekly usage of Chinese AI large models reached an astonishing 46.9 trillion Tokens. This not only marks the second consecutive week that domestic large models have surpassed the US in usage volume but also represents a historic achievement where the top three global models are all from China.

Explosive Token Consumption: From Q&A to Agent

This exponential growth is driven by the explosive rise of AI Agent (intelligent agent) applications such as OpenClaw. Unlike traditional one-time Q&A, Agents have a chain reaction characteristic of autonomous task execution:

  • Consumption Intensity: Traditional conversations may only consume thousands of Tokens, while a complex Agent task chain can reach tens of thousands or even millions.

  • Growth Forecast: JPMorgan predicts that the consumption of AI inference Tokens in China will surge from 100 zettatokens in 2025 to 3900 zettatokens in 2030, increasing by about 370 times within five years.

The Computing Power Industry Chain: Entering a "Full-Chain Inflation" Cycle

With the rapid increase in usage, the entire domestic computing power chain is experiencing a significant surge in popularity. Gongjin Securities predicts that the computing power industry chain will enter a "full-chain inflation" cycle in 2026, with industry enthusiasm spreading from core chips to AIDC, cloud services, supporting power equipment, and servers.

Cloud service providers' business logic has also undergone a dramatic change: from being mere "computing power rental companies" to becoming "workstation providers for Agent digital employees." By offering one-click deployment and price subsidies, major players are trying to control the distribution rights of the next generation of AI at the application entry point.

Pioneering Companies: Domestic Computing Power Security and Overseas Expansion

In this wave of computing power dividends, leading companies have already taken the lead in their layout:

  • Qingyun Technology： Its AI computing cloud service "Jishizhiji" has completed the Clawdbot application upgrade, building a secure barrier through a dedicated key system, solving the most critical security concerns for enterprise-level applications.

  • Youke De： As the first vendor in the industry to achieve cloud deployment of Openclaw images, it has launched services in multiple overseas nodes including the United States, Singapore, and Japan, initiating a global harvesting mode for domestic AI computing power.

When Chinese models complete a "surpass" in usage over the US, the domestic computing power industry chain is entering a golden era of both quantity and price growth. In this token-driven competition, whoever can provide more stable, secure, and cost-effective "digital workstations" will grasp the key to AI commercialization over the next five years.