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全球日均 Token 消耗量两年增长近 300 倍，中国低价 Token 出海驱动算力规模扩张
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比推消息，华为 ICT BG CEO 杨超斌今日于世界移动通信大会发表主题演讲，其表示，全球日均 Token 消耗量过去两年增长近 300 倍，引爆了文生视频、智能购物等 AI 应用，全球已有超 3000 万个 AI Agent 协同工作。
在杨超斌今日发言的背景下，当前中国国产大模型 API 全球调用量爆发、Token 出海驱动算力规模扩张，从而带动电力需求激增。昨日马斯克曾转评表示，电力产量是衡量工业产能的最佳单一指标。中国 2024 年发电量约为 10 万亿千瓦时，较美国与欧盟之和（27 国）的约 7 万亿千瓦时多出了 40%。中国的发电量在大约 2007 年超越了欧盟，2010 年左右超越了美国。发电量不仅仅代表工业实力，也已成为计算能力的硬核指标，直接决定了 AI 发展上限。在 AI 规模化三大瓶颈芯片+电力+变压器之中，全球数据中心的电力短缺将会率先到来。
在美国不断施加关税封锁的今天，单一的物理封锁已渐渐不再奏效。美国可以封锁住物流，但却难以限制低价电力生产出的 Token 源源不断供应到全球市场。近期智谱旗下 AI 编程订阅套餐 GLM Coding Plan 上线即售罄，中国国产 AI 编程模型付费套餐难得一见被抢空，Kimi K2.5 也在发布后仅用一周时间登顶全球大模型 API 聚合平台 OpenClaw 调用榜单，碾压了 Gemini、Claude 等大模型巨头。中国国产大模型正凭借低价作为引爆点，叠加高性能带来用户留存，在 AI 市场带来价格与性能双杀。
在日趋激烈的中美 AI 竞赛之外，Token 出海也带来互利和共同发展，中国的廉价 Token 第二次从侧面缓解了美国的通胀。在 2000 年代中国产品出海依靠廉价劳动力和纺织品，今日依靠廉价 Token。每百万 Tokens 仅需 0.1 美元的稳定供应，同样是支撑硅谷应用层的无形补贴。
风险提示： 本新闻涉及的内容仅供参考，不构成投资建议。依据发布的信息以及所表达的意见行事所造成的一切后果由行事者自负。文章链接 |
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