OpenClaw effect: explosion in AI token use adds fuel to Chinese AI development
SCMP Tech / 3/27/2026
💬 OpinionSignals & Early TrendsIndustry & Market MovesModels & Research
Key Points
- The article reports a “OpenClaw effect” in which AI token usage has surged, signaling strong demand that is supporting ongoing model development in China.
- Zhipu AI CEO says rising demand has helped drive price increases for token usage, creating revenue momentum to sustain training and development of newer, better models.
- The piece frames token consumption growth as both an economic enabler (through pricing and demand) and a practical signal of accelerating AI commercialization.
- Overall, it suggests China’s AI development pipeline is being fueled by cost and demand dynamics linked to large-scale usage of AI systems.
The recent nationwide frenzy to adopt OpenClaw, an open-source artificial intelligence agent, has pushed token use to new levels and given fresh momentum to China’s booming AI sector, according to industry experts at a state-backed conference on Friday.
“Since late January token consumption [on my company’s platform] has been doubling every two weeks, and by now it has increased roughly tenfold,” said Xia Lixue, co-founder and CEO at Infinigence, a Beijing-based AI computing service provider,...
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