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小龙先生
小龙先生|5月 04, 2026 02:21
The Wonderful China US AI application showdown: a two-way game between global map and local cultivation! How to translate Hey guys, when it comes to AI applications, the current showdown between China and the United States is really exciting It's not just about who loses and who wins, it's more like a two-way game of "casting a net globally" and "cultivating locally". Today, I'll explain it to you, and after reading it, you'll know where the gap and advantages lie between the two sides 1、 Latest User Scale Core Data for 2026 Get the hard goods first! Here are some real data from the group, which makes it easy to understand the difference in user volume between the two sides: The United States focuses on "global accessibility" and is committed to serving users worldwide ChatGPT: The weekly workload has reached 900 million, equivalent to half of China's population; Gemini: 750 million monthly active users, steadily ranking second; Grok: With a monthly active life of 60 million, although not as strong as the previous two, it is not weak either; Claude: With 19 million monthly active users and a focus on high-quality products, he has a high level of user stickiness; Looking at China again, we are not greedy for too much or blindly going abroad, focusing on rooting ourselves in the 1.4 billion users in the country: Dou Bao: With a monthly activity of 345 million, our own AI is used by many people around us for office work and chatting on a daily basis; Qianwen: With a monthly income of 166 million, it is widely used by professionals and provides hassle free assistance for work; DeepSeek: With a monthly active user base of 127 million, it focuses on professionalism and is widely used by programmers and researchers; Kimi: With a monthly active life of 9 million, she excels in long text processing, reading reports, and writing papers. 2、 Gap: The Barrier between Bottom level Originality and Global Ecology To be honest, we have to acknowledge the gap between Chinese and American AI! When it comes to the gap, we should neither boast nor blacken it. The core confidence of American AI does indeed lie in its "bottom-up hard power" and "global discourse power". They are the birthplace of AI technology, and the core algorithm of Transformer is original; High end computing chips, such as Nvidia, are basically monopolized by them, making it difficult for others to catch up; The performance of the basic model is also about 2.7% ahead of us, which may not seem like much, but in the top field, it is much worse if we are just a little behind. More importantly, the AI products of the United States are aimed at billions of users worldwide, with a large market and diverse data sources. In addition, the capital investment is nearly 12 times that of us, and we have the money to conduct research and ecology. This barrier is indeed difficult to break down. On the other hand, in terms of AI in China, the shortcomings are also very obvious: most of the core chips rely on imports, and there are not many original theoretical breakthroughs. We are more focused on "from 1 to N" application innovation based on others, rather than "from 0 to 1" source breakthroughs. And our products mainly focus on the domestic market, it's too difficult to go global - different cultures, different compliance requirements, and having to compete head-on with American giants. Our global influence is indeed lacking. 3、 China's advantages: the crushing of local cultivation and industrial landing Our advantages cannot be learned by others! Although there is a gap in underlying technology, the advantages of Chinese AI that the United States cannot compare to are "down-to-earth, fast implementation, and low cost", with a focus on "rooting in the local area and crushing penetration". With the dividend of a population of 1.4 billion, the total monthly activity of AI applications in China has directly exceeded 850 million, and the AI penetration rate in the manufacturing industry is as high as 67%, while in the United States it is only 34%, which is more than double; What's even more amazing is that our AI inference cost is as low as 1/80 of that in the United States, and the cost-effectiveness is directly maximized. This forms a virtuous cycle: more users → more data → faster model iteration → more people using it, and the smoother the process. And our AI has truly integrated into all aspects of life and work. Industrial quality inspection relies on AI, government affairs rely on AI, online shopping relies on AI, and medical treatment also relies on AI. The efficiency and cost advantages of implementation are unparalleled globally. Looking at AI in the United States again, although it is technologically advanced, it is a bit "floating in the sky" - most of its products are limited to consumer level scenarios such as chat and Q&A, and are not deeply integrated with physical industries such as factories, government affairs, and healthcare. Enterprises want to deploy AI, which has a long cycle and high cost. In addition, the global market is too dispersed, making it difficult to form a high-density, full scenario application ecosystem like us. Our landing capability is indeed not as good as ours. 4、 The bipolar pattern between China and the United States, each with their own strengths in winning the field The game between Chinese and American AI is not about winning or losing, only about each having its own strengths and weaknesses! To be honest with everyone, the competition between China and the United States in AI has never been a "life and death", but a comprehensive competition of technology, market, ecology, and cost. The United States has the advantage of holding the underlying technology and the "ceiling" of the global market, which is equivalent to mastering the "roots" of AI; We in China have a "floor" barrier of local scale and industrial landing, which is equivalent to producing many and good fruits of AI. In the future, the United States must solve the problem of "difficult technology landing" well, otherwise even the most advanced technology will be useless. We in China need to make up for the shortcomings in basic originality and strive to achieve a breakthrough from 0 to 1 as soon as possible. The dual dominance pattern is likely to persist for a long time, and ultimately whoever can truly turn technology into tangible social value will have the final laugh. The AI showdown between China and the United States
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Timeline

5月 03, 20:20Artificial intelligence capital expenditure will reach $1.1 trillion.
5月 03, 19:47Who can take over the baton of optical modules to become the new core of collaboration?
4月 30, 16:23Doubao won big.
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4月 16, 01:54ether.fi completes full migration to the OP mainnet
4月 13, 02:00Japan uses centralized financial regulation to manage decentralized finance.

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