Recent data shows that China's artificial intelligence (AI) industry is rapidly rising, especially with remarkable performance in the global market. According to a weekly report on the computer industry from Hualong Securities, the latest data from OpenRouter, the world's largest AI model API aggregation platform, indicates that the global weekly usage of Chinese AI large models exceeded that of the United States in February 2026. This milestone marks significant progress in the practical application of China's AI industry.
In OpenRouter's statistics, Chinese AI models occupied four out of the top five in terms of usage, and the overall usage accounted for an astonishing 85.72%. This cost-effective performance has attracted many overseas developers, fully demonstrating the international competitiveness of China's AI technology. During the Spring Festival, major internet giants competed for consumer traffic through AI applications, further driving the growth of inference computing power demand.
Notably, the commercial potential of multimodal AI is gradually becoming apparent, which will also drive an increase in future computing power demand. Hualong Securities pointed out in its report that investors should pay attention to infrastructure sectors related to AI, including AI chips, cloud computing, IDC (Internet Data Center), and server-related industries.
Of course, despite the bright prospects, the market still faces some risks. Hualong Securities mentioned possible risks, including data errors, insufficient investment, and intensified product competition. These factors may affect the stability and development speed of the industry, so investors should carefully assess potential risks while focusing on opportunities.
Overall, China's AI industry is accelerating its internationalization efforts and demonstrating strong market potential. In the future, with more investments and technological inputs, we have every reason to believe that China's AI will continue to shine on the global stage.
