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China's AI Token Consumption Surges 5x in Six Months as Prices Plummet

  • Foundation Models
  • Infra & Chips
  • Sales & Business

China's AI token consumption exploded from roughly 100 trillion tokens per day in December 2025 to approximately 500 trillion by June 2026, marking a fivefold surge that underscores explosive demand for inference compute. The growth, reported by multiple industry analysts and platform operators, reflects aggressive pricing cuts by every major Chinese AI provider that have radically lowered the barrier to AI token consumption.

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