从“吞噬”到“受益”，中国软件有望吃上“龙虾肉” ！

Core Insights - The article highlights the significant increase in Token consumption driven by the emergence of OpenClaw, indicating a rising demand for AI infrastructure and IDC services, with Chinese models gaining global Token market share due to their cost-effectiveness [2][3]. Group 1: Token Consumption and AI Infrastructure - The narrative around AI has shifted from "AI consuming SaaS" to a re-evaluation of software value, with AI Agents leading to a surge in Token usage, moving the focus from "function presentation" to "process orchestration, data, and permission governance" [3]. - OpenClaw's launch has catalyzed this trend, with AI Agent Token usage potentially reaching 15 times that of chat interactions, and the OpenRouter platform's weekly Token calls skyrocketing to 14.8 trillion by March 2, marking a 160% increase in two months [3][5]. - The strong growth in Token usage is expected to enhance the demand for AI software infrastructure and IDC services, with hyper-converged infrastructure (HCI) and software-defined storage (SDS) likely to see structural opportunities [12]. Group 2: Chinese Models Gaining Market Share - Since February 2026, Chinese models like Zhiyu GLM5 and Minimax M2.5 have been capturing Token market share from American models due to their performance and cost advantages, with Chinese models surpassing American models in Token usage for the first time in early February [11]. - The pricing structure also favors Chinese vendors, with subscription costs being approximately 20% to 30% lower than their overseas counterparts, making cost efficiency a critical factor in Token migration [12]. Group 3: OpenClaw's Role and AI Agent Evolution - OpenClaw is positioned as a personal AI assistant capable of executing various tasks, reflecting the evolution of AI Agents from mere software to executable products that enhance automation and process management efficiency [5][13]. - The software sector is undergoing a recovery phase, as companies leverage existing data and process barriers to rapidly productize AI Agents, countering the narrative of a "SaaS apocalypse" [15].