Tianfeng Machinery AI Database Briefing_260726

English summary

Dimension 1: Model Token Share. Weekly total token consumption rose 19%; major vendors diverged: Tencent's share rose to 18.45% (+0.88pp) leading; Xiaomi rose to 15.80% (+0.13pp) second; DeepSeek rose to 13.74% (+0.42pp) third. Anthropic fell sharply to 11.69% (-1.13pp), OpenAI dropped to 6.84% (-0.49pp), Z-AI fell to 6.70% (-0.39pp); all three overseas vendors saw pressure. Domestic vendors Tencent, Xiaomi, and DeepSeek together accounted for 48%; overseas closed-source models face competitiveness challenges in China. Dimension 2: GPU cloud rental prices diverged: B300 rose to $8.75/hour (+12.0%) maintaining strength; ...