China's PEC 2026 conference: scenario tokens over raw compute, FDEs as the AI-human firewall
aigclink · x · 2026-09-12
Key takeaways from the third PEC conference in China (AIGCLINK, Zhiding, LangGPT). Token factory panel (PingCAP, Qijing, Capital Online, Yakang): bare tokens have no future — scenario tokens do; Nvidia's distorted China pricing has made domestic chips cost-effective for inference; the industry has shifted from selling GPU resources to selling token services; supply-demand imbalance should normalize by early next year. FDE panel (Google Cloud, Baichuan, AMD): FDEs differ from outsourcing by their ability to define problems; compensation differs sharply between overseas and China; FDEs feed model companies data but remain irreplaceable for the last mile; their moat lies where models can't compress — trust, on-site database integration. "FDEs are the firewall between the AI world and the human world."
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