The insatiable demand of Chinese enterprises for General Artificial Intelligence (GenAI) is being rapidly converted into actual usage. On February 24, 2026, 36Kr learned that the internationally renowned research institution Frost & Sullivan released its latest report titled "China GenAI Market Insights."

The report reveals a shocking industry data: in the second half of 2025, the daily usage of enterprise-level large models in China surged to 37.0 trillion tokens.

Surging Demand: 263% Growth in Half a Year

Compared to the average of 10.2 trillion tokens per day in the first half of 2025, the usage scale in the second half saw an explosive growth of 263%. This indicates that large models are no longer just experimental tools for enterprises, but have been deeply integrated into core business processes.

Diverging Landscape: Alibaba Cloud's Qwen Maintains Leading Position

In the fierce competition for existing and new markets, the aggregation effect of top models has become increasingly evident:

  • Alibaba Cloud Qwen: became the biggest winner in this report. Its market share rose from 17.7% in the first half of the year to 32.1%, nearly doubling.

  • Clear Leadership: With its open-source full-size models and high-performance API services, Qwen has become the preferred AI foundation for China's enterprise market, further widening the gap with other competitors.

Industry Insight: From "Parameter Competition" to "Application Development"

Industry insiders analyze that the surge in usage reflects that China's AI industry is accelerating from a "parameter arms race" to a "competition in application development." As companies like Alibaba Cloud continue to lower the usage threshold and improve capabilities for long text and multimodal processing, the commercialization loop of enterprise-level large models is becoming increasingly mature.