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作者:安秉卓开 来源:原创 发布日期:08-22

黄飞鸿

Chinese AI models sweep top spots in major rankings as open source, cost advantages drive overseas adoption despite US tech restrictions: expert_我的网站

尼基塔第三季

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Conceptual diagram of AI Photo: VCG
    Conceptual diagram of AI Photo: VCG
Chinese artificial intelligence (AI) technology companies are gaining a growing foothold among international users, with their models topping rankings on some leading industry platforms, ahead of their US counterparts.
Chinese AI companies, with their open-source strategies and cost effectiveness, are gaining growing adoption among overseas developers despite the continued US restrictions on China's access to advanced chips and AI technologies, a Chinese veteran industry analyst said, noting that global AI competition should be about innovation capabilities and the ability to build attractive ecosystems, rather than about who can erect higher technological barriers.
The latest weekly large-language model (LLM) rankings from AI model aggregation platform OpenRouter showed that models developed by Chinese companies swept the top four spots and took six of the top 10, the Global Times noted on the platform on Tuesday. DeepSeek V4 Flash 0731 topped the ranking with 9.39 trillion tokens in usage, followed closely by Tencent's Hy3 with 8.94 trillion.
From August 3 to Sunday, Chinese AI models recorded 34.25 trillion tokens in usage, up 21.76 percent from the previous week, while US AI models, although up 109.36 percent, only recorded 9.17 trillion tokens, about three times less than that of Chinese models.
Another DeepSeek model, V4 Flash 0423, came in third, followed by Xiaomi's MiMo-V2.5 in fourth place. Zhipu AI's GLM 5.2 and DeepSeek V4 Pro also made the top 10.
Notably, usage of the top-ranked DeepSeek V4 Flash 0731 surged 302 percent over the week. The rankings are based on actual model usage on OpenRouter, highlighting the growing adoption of Chinese AI models among global developers and their strong presence on the platform, Xiang Ligang, director-general of the Zhongguancun Modern Information Consumer Application Industry Technology Alliance, told the Global Times on Tuesday.
Meanwhile, the latest trending rankings on Hugging Face, the world's largest open-source AI community, also highlighted the growing influence of Chinese AI models among global developers. As of Tuesday, four of the top five models on the platform's Trending Models list were linked to Chinese AI companies, with MiniMax's newly released full modality model MiniMax H3 topping the ranking.
One key reason Chinese AI models are gaining popularity is their combination of strong performance, lower costs and greater openness, Chinese experts said.
"Companies such as DeepSeek, MiniMax and Zhipu AI have released open-weight models that developers can download, customize and use to build their own applications. Many Chinese models also come with relatively low API and inference costs, making them more affordable for start-ups and smaller businesses," Xiang said.
According to UBS estimates cited by media reports, leading Chinese AI models cost about one-tenth as much to train as comparable overseas models, while their API prices are typically only 10 percent to 20 percent of those of foreign alternatives.
"China's strong industrial foundation in power supply, computing infrastructure and data center development also provides solid support for the large-scale deployment of AI," said Xiang.
In contrast to many large US AI companies that primarily offer their flagship models through closed platforms and application programming interfaces, China's are gaining traction among global developers with its open model approach, Ma Jihua, a veteran industry analyst, told the Global Times on Tuesday.
The open model approach allows a much broader range of developers, including smaller players, to participate in AI development rather than leaving advanced AI capabilities concentrated in the hands of a few large companies, said Ma. As more developers build on these models, they can create new tools and applications, further expanding the ecosystem around Chinese AI models, Ma added.
China's recently released Action Plan for Global AI Governance explicitly encourages the joint development of international open-source AI communities, greater international exchanges and cooperation among open-source communities, and the sharing of general purpose large models, foundational algorithms and software tools.
Recently, the US government has ramped up its unilateral moves targeting China's AI-related sector, including a plan to ban cutting-edge Chinese AI models, US media outlets have reported.
The growing influence of Chinese AI models shows that technological blockades cannot hold back innovation and industrial development, Ma said, noting that such restrictions could instead backfire by raising costs for US companies and limiting their access to competitive technologies and global AI cooperation.
Chinese AI models are already seeing growing adoption among US businesses. Chinese AI models now consistently account for more than 30 percent of weekly token usage by US companies, with the share peaking at 46 percent, the People's Daily reported, citing data from a third party industry platform.
The US should view the development of China's AI industry objectively, and avoid politicizing or overstretching the concept of national security in normal technological and industrial competition, Ma said. 
"After all, global AI competition should ultimately be about innovation and the ability to build attractive ecosystems, rather than about who can erect higher technological barriers," Ma noted.
。    7月17日,第九届世界人工智能大会(WAIC)在上海世博中心正式开幕,作为一年一度的AI行业盛会,今年大会依然聚集了国内外大模型公司、AI应用、硬件厂商和机器人公司,雷科技(ID:leitech)旗下AI新媒体「雷科技AGI(leikejiagi)」也派出报道团,赴上海进行现场报道。         从展会现场来看,商汤科技估计是WAIC 2026上最忙的公司之一。7月18日上午,商汤在世博中心银厅承办了“基座大模型架构创新与生态合作论坛”,2024年图灵奖得主Richard Sutton到场分享。同一天,商汤在会场发布了旗舰大模型、算力调度Agent,还搭了一个252㎡的沉浸式展区。         从模型到算力再到机器人,商汤这次WAIC的主线关键词就两个字:交付。         SenseNova U1 Pro发布,多模态大模型进入交付级时代          7月18日,商汤正式发布SenseNova U1 Pro,定位是“面向长程任务的交付级原生多模态智能体基座”。         过去两年,多模态大模型在图片生成、视频生成上进步很快,但用户实际用起来的体验依然是“抽卡”,输入提示词,模型吐出一堆结果,用户还得挑挑拣拣修修改改。商汤这次想解决的就是这个痛点,让模型围绕一个复杂目标,持续完成理解、规划、执行、检查、修正,最终直接给出可用的交付物。         图源:SenseNova U1 Pro效果图          具体而言,SenseNova U1 Pro的核心能力可以概括为四点:          一是设计告别“AI味”,输出具备专业级构图、色彩和排版美学;二是最高支持8K原生分辨率,高信息密度的超长图放大后文字、线条依然清晰;三是图文信息整合分析能力大幅加强,复杂版式下内容表达稳定;四是长程Agentic闭环思维,支持数十轮图文交错迭代,整体风格与局部文本可同步精准编辑。         值得一提的是,商汤今年4月开源了基础模型SenseNova U1,截至7月中旬,U1及其Skills代码库在GitHub累计Star数突破8000。6月用户人均日生图量较5月提升近3倍,说明模型已经切入了真实工作流。         目前U1 Pro的预览版已开启邀请测试,正式版本和API服务将在8月上线。         算电协同Agent,重新定义智算中心的效能标准          此外,商汤在“构筑AI算力与绿色能源融合发展新范式”专题研讨会上,还发布了算电协同Agent。

B |          这个产品的核心逻辑是重新定义AIDC的效能标尺。传统上数据中心用PUE(电源使用效率)衡量节能水平,但PUE只关心省了多少电,至于一度电能产出了多少Token,则不是PUE的重点。而商汤提出用TPW(单位电力成本产出Token数量)作为新指标,关注的是每一度电能创造多少价值。         目前算电协同Agent在商汤临港AIDC已经全面落地,效果相当可观:单位电力成本Token产出提升80%,平均电费单价比同区域其他IDC低10%,算力负荷预测准确率96%,全年预估碳减排24000吨/每万P。         图源:雷科技摄制          在国产算力层面,商汤大装置通过异构混合推理技术,把主流国产芯片的MFU(Model FLOPs Utilization)提升了85%到152%,整体推理性价比达到NVIDIA H系列的1.25倍,同等成本下Token产出提升2.5倍。

C |          论坛上,商汤还发布了国产AI基础设施的“技术-生态-商业”闭环布局,联合寒武纪、沐曦、华为昇腾、摩尔线程等近20家伙伴发起“银河计划”,计划共建1个Token运营中心、5个万卡级国产智算集群,赋能200家AI初创企业。         具身智能与太空算力,AI走向物理世界          在浦东世博展览馆H1-B807展位,商汤搭了一个252㎡的“未来实验室”,分四大板块:未来生活、未来智算、未来城市、未来助手。

D |          具身智能是这次展区的一大看点,商汤旗下大晓机器人发布了开悟世界模型3.1,这是全球首个端侧驱动本体的具身世界模型。         现场展示的搭载Kairos的具身机器人,能自主理解多模态自然语言指令,在家庭场景里完成早餐制作、家务整理等长程任务,而且能在消费级终端上实现近实时推理。         商汤善惠则与零次方达成深度合作,在展区现场展示了“烧卖购机器人店”。其中轮臂式机器人接入SenseMart OS零售物理操作系统,在零售大脑统一调度下完成取货、递送和订单履约。目前商汤善惠已积累30万+ SKU商品视觉资产,SenseMart Go机器人小店在上海多地落地,号称是国内首个跑通单店盈利模型的具身零售品牌。         图源:雷科技摄制          论坛期间,商汤还官宣了两项重磅合作。一是与国星宇航达成太空算力战略合作,共建“商汤算力星座”,计划2026年完成首批算力卫星发射组网,到2030年建成千颗级、总算力超万P的太空算力网络;二是联合上海人工智能实验室、上海交大人工智能学院等五家科研机构启动“科学发现平台”战略合作,围绕AI for Science构建一体化科研服务体系。         总体来看,SenseNova U1 Pro解决了模型层的交付问题,算电协同Agent和银河计划解决国产算力效能的基础设施层问题,具身机器人和零售小店解决AI落地物理世界的应用层问题。从大模型到算力底座再到机器人,商汤科技的每一条主线都十分清晰。         这其实也是整个行业正在经历的方向转变,代码产品已经走通了从Copilot到Vibe Coding再到Agentic Coding的路径,多模态产品也在经历同样的演进。商汤想抢的,就是这个交付级阶段的先手。

E |          主题为「智能伙伴·共创未来」的WAIC2026已落下帷幕。

F |          AI叙事路线从模型参数堆叠,转变到Agent生产力落地;异构协同、光子计算持续提高计算上限;具身智能加速应用,机器人到家进厂让物理AI变为现实。         雷科技WAIC探展团已返回广州,正在进行紧张的总结盘点,敬请关注!。

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