2026-04-11
Addressing “Global Challenges” with “Chinese Electricity”
Source:Economic Daily
The computing?power and electricity coordination strategy addresses supply and demand bottlenecks. Under the forward-looking “East Data, West Computing” initiative, eight major computing hubs have been established, with power transmission and computing networks deeply integrated to enable intelligent scheduling under the principle of “transmitting electricity from west to east, with computing power following the electricity flow.” Non-real-time computing tasks, such as AI training and batch inference, are handled in the western regions, while low-latency demands in finance and industrial control are met in the eastern regions, ensuring precise spatiotemporal alignment between computing power and green electricity.
“Although electricity remains within the country, its value has spread worldwide.” With the explosive rise of intelligent agents such as “OpenClaw,” developers worldwide are calling on Chinese large models around the clock. According to data from OpenRouter, the world’s largest AI model aggregation platform, usage of domestic large models has surpassed that of overseas models for an entire month, maintaining a leading position globally. Invisible electric currents surge through photovoltaic panels in the Gobi Desert and wind turbines on the grasslands of western China. They are transmitted to intelligent computing clusters via the world’s largest power grid, transformed into tokens, the smallest units of data processed by AI models, and then travel at the speed of light across mountains and seas to reach endpoints around the world. How can invisible Chinese electricity drive global AI as “digital crude oil” via tokens?
Token is the basic unit of input data processed by AI, known as ciyuan in Chinese. Each token generated corresponds to computing operations and electricity consumption. In the operating costs of large AI models, electricity can account for as much as 60% to 70%. Yet one kilowatt-hour of low-cost green electricity can be magnified tens to hundreds of times in value when converted into tokens. In short, a token is a standardized digital commodity embodied with computing power and electricity. The token?based global deployment of electricity breaks through the cost and boundary constraints of cross?border physical power transmission, enabling the abundant wind and solar green electricity in western China to “go global invisibly” in the form of low-loss, high-value-added digital services. This opens up a brand-new pathway for realizing the value of green electricity.
Chinese tokens can be supplied in large volumes at low cost as a result of multiple overlapping systemic advantages, underpinned by hard?to?replicate global competitiveness.
The low-cost green electricity base builds a solid underlying “moat.” China has established the world’s largest renewable energy supply system, with abundant wind and solar resources in its western and northern regions. By converting this electricity locally into high-value tokens, it not only addresses the challenges of renewable energy integration but also provides the computing power industry with a significant cost advantage. Estimates by securities firms indicate that the comprehensive inference cost of domestic AI models is only one?tenth to one?sixth that of overseas models, strengthening the global adoption and deployment of Chinese token services.
The computing?power and electricity coordination strategy addresses supply and demand bottlenecks. Under the forward-looking “East Data, West Computing” initiative, eight major computing hubs have been established, with power transmission and computing networks deeply integrated to enable intelligent scheduling under the principle of “transmitting electricity from west to east, with computing power following the electricity flow.” Non-real-time computing tasks, such as AI training and batch inference, are handled in the western regions, while low-latency demands in finance and industrial control are met in the eastern regions, ensuring precise spatiotemporal alignment between computing power and green electricity, and significantly reducing overall energy consumption and operating costs.
Full industrial chain self?sufficiency strengthens infrastructure confidence. From domestic GPUs, liquid-cooled servers, and high-density computing clusters to transnational submarine cables and global low-latency networks, China has built a complete computing infrastructure supply chain, reducing external dependence on single links and ensuring a stable, efficient computing power supply. Meanwhile, domestic AI models are advancing rapidly. By leveraging cutting-edge computing technologies, they significantly lower the computing power required per token, while rapid engineering iterations steadily improve model inference efficiency, further magnifying cost advantages.
The rise of the token economy is profoundly reshaping the global AI industry and energy landscape. It breaks the pricing monopoly of overseas giants in AI services, using cost-effective solutions to redefine the rules of the global computing power service market; opens new avenues for green electricity utilization in western China, creating a win-win closed loop between the energy transition and the digital economy; drives China’s transformation from a “physical world factory” to a “digital world intelligent factory,” exporting intelligent services rather than just hardware; and fuels the international expansion of the entire industry chain, including computing power leasing, cross-border networks, and the AI plugin ecosystem, thus establishing a new paradigm for the globalization of digital services.
It is crucial to remain clear-headed amid the boom. The international expansion of tokens still faces several practical challenges: high-end training chips and other core computing power resources remain constrained, which requires continuous breakthroughs in foundational research and development; cross-border data flows involve privacy and security regulations across multiple countries, with compliance boundaries yet to be clearly defined; and computing?power and electricity coordination still largely follows a one-way model of “electricity-for-computing,” which needs to be upgraded to two-way intelligent scheduling of “source-grid-load-storage” to enhance the flexibility and stability of green electricity utilization.
To address these challenges, a systems-thinking approach is essential. Foundational research and development in AI chips and advanced computing architectures must be accelerated to overcome technical bottlenecks; active participation in the formulation of international token standards and cross-border data regulations is crucial to promote mutual recognition and coordination; and the development of new infrastructure for computing?power and electricity coordination should be advanced, with mechanisms for direct green power access, market-based trading, and intelligent scheduling improved, transforming temporary cost advantages into lasting technological and institutional competitiveness.
Tokens are a key arena for infrastructure competition in the intelligent era. Signs show that tokens could emerge as a new type of commodity that is standardized, measurable, and tradable. The international expansion of tokens may become China’s next export engine, following manufacturing. With the full implementation of new infrastructure for computing?power and electricity coordination, China’s green electricity will continue to be converted into a stable, green, and low-cost global token supply, serving as the digital energy foundation driving AI advancement worldwide. As China moves from being a major power in electricity to a leader in computing power, “Addressing Global Challenges with Chinese Electricity” will become a reality.

