中国AI正在绕过大模型，直奔Agent时代

huang123

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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