Chinese models' token share on Vercel grew ~5x since June 30

menhguin · x · 2026-09-21

A poster shared several related facts: Alibaba's last reporting quarter ended June 30; since then, Chinese model token share on Vercel Gateway has roughly 5x'd. Alibaba Cloud serves as a primary cloud provider to most major Chinese AI labs, and analysts are pricing in 50% YoY cloud growth for the company.

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