Can ‘token exports’ give China an edge in the AI era?

SCMP Tech / 4/22/2026

💬 OpinionSignals & Early TrendsIndustry & Market Moves

Key Points

  • China’s growing “token exports” are positioned as a potential competitive advantage in global AI model rivalry as AI usage turns into a commodity.
  • Chinese AI models reportedly made up four of the top 10 models by token consumption on the OpenRouter marketplace during March 18 to April 18, signaling rising visibility among international developers.
  • While token demand from overseas appears to be increasing, the article notes that monetization and commercialization gaps remain.
  • The trend suggests China’s cost advantages may be reshaping how developers choose and consume AI models worldwide, even as companies work to convert adoption into revenue.
As Chinese artificial intelligence companies continue to push for the adoption of their flagship models overseas, they have taken on a new role as a key source of so-called “token exports” to the global market. Chinese AI models accounted for four of the top 10 models in terms of token consumption on popular AI model marketplace OpenRouter from March 18 to April 18, highlighting their growing visibility in global developer usage of AI systems. Domestic token demand has been surging at an...

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