HomeChina's Daily AI Token Usage Tops 140 Trillion, Industrialization Accelerates
China's artificial intelligence sector is experiencing explosive growth, according to the latest data from the National Bureau of Statistics. Daily token calls in the domestic AI industry have officially surpassed 140 trillion, marking an increase of over 40% since the end of last year. This milestone signals not only a rapid rise in the adoption of large language models across industries but also confirms that China's AI sector has moved beyond experimentation into large-scale commercial deployment.
Major Players Ramp Up Investment as Hardware Innovations Reshape Global Tech
Alongside this data surge, key industry players are intensifying their efforts. Tencent and Alibaba announced on the same day that they would boost investment in the AI "world model" field, aiming to gain an edge in more general underlying architectures. Meanwhile, Tesla's hardware roadmap has advanced, with its Shanghai factory beginning preparations for mass production of humanoid robots, signaling a shift in AI computing power from the cloud toward physical embodied intelligence.
Policy Support Accelerates, with Robotics and Healthcare Emerging as Key Application Areas
Rapid industry growth is underpinned by targeted policy support. A recent People's Daily editorial on AI-driven healthcare development has drawn widespread attention. In response, Beijing quickly introduced 32 specific measures to support cutting-edge technologies, including surgical robots, in clinical settings. Chongqing, meanwhile, unveiled 29 typical "robotics+" application scenarios, promoting deeper integration of AI with local industries. This coordinated push, from central to local governments and from top-level design to concrete use cases, is creating fertile ground for AI commercialization.
Computing Power Costs Rise, Reshaping Industry Dynamics
However, surging demand has brought computing power shortages into sharp focus. Global supply chain constraints and core technology upgrades have driven a notable increase in computing power prices recently. Major large model providers, both domestic and international—including Alibaba Cloud and Anthropic—have adjusted their service pricing. Rental costs for NVIDIA H100 chips have climbed nearly 40% over the past six months. As computing power expenses continue to rise, the AI industry's business model is undergoing a fundamental shift. Striking a balance between high-performance output and cost control will become the defining competitive challenge for companies in the next phase.
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China's artificial intelligence sector is experiencing explosive growth, according to the latest data from the National Bureau of Statistics. Daily token calls in the domestic AI industry have officially surpassed 140 trillion, marking an increase of over 40% since the end of last year. This milestone signals not only a rapid rise in the adoption of large language models across industries but also confirms that China's AI sector has moved beyond experimentation into large-scale commercial deployment.
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Alongside this data surge, key industry players are intensifying their efforts. Tencent and Alibaba announced on the same day that they would boost investment in the AI "world model" field, aiming to gain an edge in more general underlying architectures. Meanwhile, Tesla's hardware roadmap has advanced, with its Shanghai factory beginning preparations for mass production of humanoid robots, signaling a shift in AI computing power from the cloud toward physical embodied intelligence.
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Computing Power Costs Rise, Reshaping Industry Dynamics
However, surging demand has brought computing power shortages into sharp focus. Global supply chain constraints and core technology upgrades have driven a notable increase in computing power prices recently. Major large model providers, both domestic and international—including Alibaba Cloud and Anthropic—have adjusted their service pricing. Rental costs for NVIDIA H100 chips have climbed nearly 40% over the past six months. As computing power expenses continue to rise, the AI industry's business model is undergoing a fundamental shift. Striking a balance between high-performance output and cost control will become the defining competitive challenge for companies in the next phase.
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