huang123 發表於 2026-4-16 16:29:05

中国AI正在绕过大模型,直奔Agent时代

爆瓜网有一个数字震动了整个AI行业:中国大模型Token日均调用量首次超越美国。这件事之所以震动,不是因为中国的模型变强了,而是因为超越的方式:不是靠更多的用户,而是靠单个用户消耗量的爆炸性提升。Agent应用的普及,让每一个部署了OpenClaw实例的用户,每天消耗的Token量相当于几百个普通聊天用户。国家数据局的数据呈现了一条近乎垂直的曲线:中国日均Token消耗从2024年初的约1000亿,到2025年中突破30万亿,到2026年2月达到180万亿。两年涨了1800倍,而驱动最后一段最陡峭的增长的,恰恰是这场"龙虾热"。OpenClaw的爆炸,在全球几乎同步发生。但美国和中国对这场爆炸的承接方式,走出了两条完全不同的路线,而分叉点,来自Anthropic和谷歌做出的一个决定。当OpenClaw在全球快速扩散之后,Anthropic很快意识到一个严重的商业模型问题:一个每月付49美元Claude Max订阅费的用户,如果用OpenClaw跑一个7×24小时的自主Agent实例,他消耗的算力,可能相当于几百个普通对话用户一个月的总量。

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