@seclink: Based on this estimate, the current daily token demand in China is 1,000 trillion. However, production capacity remains insufficient, resulting in a supply-demand imbalance.
Summary
The article estimates that daily token demand in China has reached 1,000 trillion, but computing capacity remains inadequate, leading to a supply-demand imbalance.
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@seclink: Indeed, the token plan is not very transparent. I used up the 1.6 billion tokens Xiaomi gave me in less than a week (counting only workdays). When you think about it, that's more than 100 million per day. And think: there are 10 million programmers like me across the country. In 2026, there will still be a computing power shortage...
User complains that the 1.6 billion tokens gifted by Xiaomi were used up quickly, believes the token plan is not transparent, and predicts a computing power shortage in 2026.
@rohanpaul_ai: "Every 10 seconds, global token demand is around 31.7 billion in 2026. By 2030 its 1.27 trillion, a 40x increase." ~ Qu…
Qualcomm CEO Cristiano Amon projects global token demand will increase 40x by 2030, driven by AI agents shifting from human-paced to persistent background operation, requiring massive infrastructure for context, memory, and error handling.
@Vincent_AINotes: Even if you max out your GPU performance and maintain a steady 100 Tokens per second, running at full load 24 hours a day without interruption, you can only achieve 8.64M Tokens per day. Using this throughput for Agent automation clusters, massive synthetic data generation, or large-scale business analysis is like a drop in the ocean. Local deployment is all about the numbers...
Local deployment of large models is limited by hardware throughput. Even with GPUs at full capacity, only about 8.64M Tokens can be processed per day, which is insufficient to support Agent automation clusters or large-scale data analysis. Therefore, scaled applications still rely on cloud APIs.
@heyshrutimishra: Just Insane Six and a half years ago, the world token leader was an OpenAI employee using 100,000 tokens a month. The w…
Shruti Mishra highlights the explosive growth in AI token usage—from an OpenAI employee using 100k tokens/month six years ago to a worldwide average of 100k/month today—and argues that demand for cheap, high-quality AI intelligence is effectively uncapped.
@FinanceYF5: Chamath said he asked the CTO about the company's AI token spending today and got a shocking answer: token costs double every 45 days, but downstream productivity improves by at most 5%. His exact words were that costs double, benefits stay roughly flat, and the team found that to iterate to the next generation of capabilities, the amount of tokens required grows exponentially, because...
Chamath revealed that his company found AI token costs double every 45 days while downstream productivity improves by at most 5%. He believes AI development is approaching a bottleneck and suggests companies reconsider their strategies or even consider exiting.