China's AI token usage has surpassed the United States for the first time, with weekly usage peaking at 5.16 trillion tokens in February 2026, accounting for 61% of the global total. This marks a significant milestone in China's digital service trade, as the country transitions from goods export to digital services export. The successful validation of the first city-level end-to-end "Token outbound" system in Shantou, Guangdong, further underscores this shift.
However, the international expansion of China's AI tokens faces complex regulatory challenges. The cross-border nature of token services involves multiple regulatory domains, including data export, technology export, and AI regulation. Compliance with both domestic and international laws is crucial, as companies must navigate China's data security laws and international trade regulations. The regulatory landscape is further complicated by geopolitical tensions and varying international standards, posing significant compliance risks for Chinese enterprises seeking to expand their AI services globally.
China's AI Token Usage Surpasses U.S., Faces Regulatory Challenges
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