
A sharp increase in token usage in China has ignited a heated discussion about its sustainability. Recent reports reveal average daily token calls have exceeded 140 trillion, up from 100 billion in early 2024, raising eyebrows about the stability of this growth amidst GPU surplus concerns and skepticism surrounding the OpenClaw model.
Investigations reveal that token calls hit a staggering 140 trillion in March 2026, marking an insane 1000x increase over just two years. This number reflects a 40% rise since late 2025 when daily calls reached 100 trillion.
While some attribute the surge to OpenClaw, which is rapidly gaining traction, others speculate the increase might not reflect genuine demand. A commenter argued, "They donโt know what the use cases are for them. Lack of imagination and vision."
The growing scrutiny of OpenClaw presents mixed sentiments. A player in AI pointed out, "This is why Nvidia hypes it; they need more people using tokens." Critics, however, fear this surge may just be an elaborate strategy to cover infrastructure costs without delivering substantial advancements.
"If demand is really up 1000x, itโs not just a bubbleโitโs a robust business model," argued one supporter. Yet, others counter that the hype primarily aims to mask a larger issue of token oversupply.
The discourse surrounding token usage reflects a wide array of views:
Imagination v. Actual Utility: While some praise the strategic planning behind Chinaโs AI initiatives, citing long-term goals, others feel stifled by insufficient innovative use cases.
Infrastructure vs. Alleged Hype: One commenter highlighted how recent usage limits arose from a doubling user base, indicating real user growth rather than a constructed bubble. โNot everything is sinister,โ they emphasized.
Agents Making Moves: Others noted that real-world applications, such as phone calling through ClawCall, could signify where actual outcomes will emerge from token usage.
"Are we witnessing genuine mainstream AI adoption or merely an industry scrambling to justify hardware investments?"
โณ Token calls soar to 140 trillion, a 1000x increase since 2024.
โฝ OpenClaw receives mixed reviews as a potential token-sink amidst GPU capacity discussions.
โป "They need more people using tokens," said a commenter about Nvidia's motives.
The ongoing conversation reflects a pivotal moment in the tech sector, leaving many to question the future trajectory of this booming token economy as we move deeper into 2026.