《香港高Sir•高能•熱點詞》
2026.04.13
熱點詞:豆包大模型日均Token使用量突破120萬億 中國AI正在卷死美國 史無前例科技革命
截至今年3月,字節旗下豆包大模型日均Token使用量已突破120萬億,在過去三個月內增長一倍,比2024年5月發布時增長1,000倍。據分析,Token使用量是衡量AI發展速度的核心指標,近期豆包大模型使用量高速增長,核心驅動因素是AI視頻創作的爆發與AI智能體的加速普及。
高SIR:一顆震驚全球科技界的「核彈」被投下:豆包大模型日均Token使用量正式突破120萬億。這一數字在短短三個月內翻倍,與發布之初相比更是暴增了1000倍。這不僅僅是一組亮眼的運營數據,更是一個震懾性的信號——中國AI已經從「免費試用」的原始積累階段,正式跨入「企業規模化付費」的黃金紅利期。與此同時,智譜AI財報顯示的營收激增與全球覆蓋,進一步印證了中國模型正在以摧枯拉朽之勢席捲全球。中國AI正在卷死美國!核心殺手鐧在於低到令人發指的成本優勢。在大模型運營中,電力成本佔比高達六成以上。依託「東數西算」工程與西部低至0.13至0.3元一度的綠電價格,中國模型的電力成本僅為美國的四分之一。疊加MoE架構與極致量化技術,中國大模型的綜合推理成本被壓縮至美國巨頭的十分之一甚至二十分之一,這道成本天塹已經決定了勝負。在95%的高頻應用場景中,中國模型憑藉「夠用、好用、便宜」的極致性價比,讓全球開發者開始用腳投票。這種成本優勢正在轉化為數據上的全面碾壓。在OpenRouter平台上,中國大模型的周Token調用量佔比已達61%,連續三周超越美國。全球前九大模型中,中國強勢佔據五席,前四名更是被中國廠商包攬。反觀大洋彼岸,OpenAI正深陷虧損泥潭,ChatGPT的流量份額一年內暴跌兩成;Google則在開發者流失的壓力下被迫降價,卻依然無法拉近與中國模型的成本差距。更深層的爆發力源於AI應用範式的徹底變革。視頻生成模型Seedance 2.0的爆火,讓單次調用消耗的Token呈百倍增長;而智能體技術的普及,使AI從簡單的問答過渡到複雜的「幹活」模式,這種推理密度的指數級上升,正是支撐豆包日均120萬億調用量的強大動力。高SIR認為,Token已成為AI時代的「數字石油」。中國憑藉能源壁壘、規模壁壘與全球第一的開源生態壁壘,正在成為全球最廉價、最高效的數字石油生產商。隨着這股廉價高效的中國流量覆蓋全球,美國巨頭將不得不退守利潤雖高但份額有限的高端窄眾市場。中國AI正以普惠之名,主導這場史無前例的科技革命。
Doubao Large Model’s Daily Token Usage Surpasses 120 Trillion: China’s AI Leads an Unprecedented Technological Revolution
As of March this year, the daily token usage of ByteDance’s Doubao large model has exceeded 120 trillion, doubling in the past three months and surging 1,000 times compared to its launch in May 2024. Token usage stands as a core metric measuring AI development speed, and the explosive growth of Doubao is primarily driven by the boom of AI video creation and the accelerated popularization of AI agents.
This staggering milestone has sent shockwaves across the global tech industry. It marks more than just impressive operational data—it signals that China’s AI has officially shifted from the initial stage of free trial to the golden dividend period of large-scale corporate paid adoption. The surging revenue and global coverage shown in Zhipu AI’s financial reports further confirm that Chinese large models are taking the global market by storm.
China’s AI holds an unbeatable cost advantage over U.S. counterparts, the key to its overwhelming momentum. Electricity accounts for over 60% of large model operating costs. Backed by the East-to-West Computing Power Diversion Project, China enjoys green electricity prices ranging from 0.13 to 0.3 yuan per kilowatt-hour in western regions, only one-fourth of that in the U.S. Combined with Mixture of Experts (MoE) architecture and extreme quantization technologies, the comprehensive inference cost of Chinese large models is compressed to one-tenth or even one-twentieth of that of U.S. tech giants, creating an insurmountable cost gap.
In 95% of high-frequency application scenarios, Chinese models win over global developers with their unrivaled cost-performance ratio: sufficient capability, excellent usability, and unbeatable low prices. This cost advantage has translated into data dominance: on the OpenRouter platform, Chinese large models account for 61% of weekly token calls, surpassing U.S. models for three consecutive weeks. Five of the world’s top nine large models are from China, with the top four all dominated by Chinese firms.
In contrast, OpenAI is mired in losses, with ChatGPT’s traffic share plummeting 20% in a year. Google has been forced to cut prices amid developer exodus, yet still fails to close the cost gap with Chinese models.
The deeper driving force lies in the paradigm shift of AI applications. The viral popularity of the Seedance 2.0 video generation model has boosted single-call token consumption by a hundredfold, while the widespread adoption of AI agents has transitioned AI from simple Q&A to complex task execution. This exponential surge in reasoning density powers Doubao’s daily 120 trillion token calls.
Tokens have become the "digital oil" of the AI era. Relying on energy barriers, scale barriers, and the world’s largest open-source ecosystem, China is becoming the world’s most cost-effective and efficient producer of digital oil. As China’s affordable and efficient AI solutions cover the globe, U.S. tech giants will be forced to retreat to high-end niche markets with limited share. China’s AI is leading this unprecedented technological revolution in the name of inclusive innovation.
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