中国AI调用量首超美国 四款大模型霸榜全球前五

Core Insights - In February, China's AI model API call volume surged, surpassing that of the United States for the first time, with 41.2 trillion tokens compared to the U.S.'s 29.4 trillion tokens during the week of February 9-15 [1][7] - The following week, China's model call volume increased to 51.6 trillion tokens, marking a 127% growth over three weeks, while the U.S. model's call volume dropped to 27 trillion tokens [1][7] - Four out of the top five models in global API call volume are from Chinese manufacturers, indicating a collective rise rather than reliance on a single product [1][10] Token Call Volume Growth - The global token call volume for major models has seen explosive growth, increasing from 12.4 trillion tokens in early March 2025 to 139.5 trillion tokens by mid-February 2026, a tenfold increase in less than a year [6] - In early 2026, U.S. models showed signs of fatigue in growth, while Chinese models began to accelerate rapidly, with a call volume of 22.7 trillion tokens in the first week of February [6][7] Leading Models and Their Performance - The top five models by call volume during the week of February 16-22 included four from China: MiniMax's M2.5, Kimi K2.5, GLM-5, and DeepSeek's V3.2, contributing 85.7% of the total call volume [10] - MiniMax's M2.5 model achieved 14.4 trillion tokens in its first week, while Kimi K2.5's innovative architecture significantly boosted its call volume and revenue [10][13] Cost Competitiveness - Chinese models are significantly cheaper than their U.S. counterparts, with input costs at $0.3 per million tokens compared to $5 for U.S. models, and output costs at $1.1 and $2.55 versus $25 for U.S. models [15][16] - The cost advantage is attributed to innovative algorithm architectures, such as the Mixture-of-Experts (MoE) model, which reduces computational costs and increases efficiency [18] Market Dynamics and Future Trends - The demand for AI tokens is expected to grow exponentially, with a projected compound annual growth rate of 330% from 2025 to 2030, leading to a 370-fold increase in consumption [19] - The shift in AI usage from simple Q&A to complex task execution is driving this growth, as users increasingly rely on AI for productivity [20] - Future pricing models for AI services are anticipated to become highly customized and flexible, reflecting the complexity of tasks and consumption patterns [22]