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OpenClaw takes Chinese AI services abroad and boosts low-cost token exports

OpenClaw has turned out to be not just a popular AI agent, but also a new export channel for Chinese models. Because agent-based scenarios consume large…

AI-processed from Bloomberg Tech; edited by Hamidun News
OpenClaw takes Chinese AI services abroad and boosts low-cost token exports
Source: Bloomberg Tech. Collage: Hamidun News.
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OpenClaw unexpectedly became not just a trendy agent for Chinese AI companies, but a channel to reach overseas audiences. While authorities in China warn of security risks, foreign users increasingly choose cheap models from MiniMax, Zhipu, and Moonshot through OpenClaw instead of more expensive Western alternatives.

How the scheme works

OpenClaw differs from a regular chatbot in that it is not limited to a single dialogue. The agent remembers user preferences, keeps goals and projects in memory, and then executes multi-step tasks across different services. But for this it needs a "brain" — a connected LLM model. And here is where the main thing begins: in agent mode, token consumption shoots up dramatically compared to regular chat. Setting tasks, clarifications, error corrections, and integration with other applications can consume thousands of tokens per scenario. Because of this, the price of the model becomes critical.

Many foreign users who would not normally encounter Chinese AI services are now connecting them to OpenClaw. The reason is simple: Anthropic Claude is considered a strong option for such tasks, but with constant agent work it quickly becomes expensive. Cheaper models from Zhipu, MiniMax, or Moonshot prove to be good enough to cover everyday scenarios while significantly reducing the bill.

Why China wins

The strength of Chinese players right now lies not only in the quantity of models, but also in their economics. OpenClaw by its nature is voracious: it spends tokens not only on useful work, but also on working around interface rough edges, retry attempts, and integration tuning. In this mode, even a small difference in pricing quickly turns into a large advantage.

In one test, the Chinese Kimi k2.5 cost roughly a third of Claude's price for a comparable scenario. Against this backdrop, OpenClaw is turning into a new global demand distribution channel for Chinese companies.

On the OpenRouter platform in mid-February, Chinese models for the first time overtook American ones by weekly token volume: 4.12 trillion versus 2.94 trillion.

Within a week, Chinese developers occupied four positions in the top-5 by usage, and nearly half of the platform's audience consists of users from the USA.

  • Tencent, Alibaba, and Baidu want to occupy the "default" model spot within OpenClaw ByteDance, Moonshot, SenseTime, and MiniMax are expanding their presence in the agent ecosystem The winner gets not only token revenue, but also direct access to overseas users * The longer a user keeps an agent running, the higher the chance they will stay with the cheapest and reliable enough provider

Additional momentum comes from internal support. Baidu conducts offline events for OpenClaw installation, and Shenzhen is ready to allocate over $1 million for launching "one-person company" format applications around such agents. For the Chinese market this is a rare coincidence of bottom-up and top-down forces: user hype, corporate interest, and local government support working simultaneously.

Where the bottlenecks are

At the same time, OpenClaw is still far from being a mass and seamless product. Its installation on Mac still requires a terminal and at least basic understanding of how models, keys, and integrations work. A proper visual interface often only appears after connecting to WeChat, Telegram, or other chat agents. For tech-savvy audiences this is not a dealbreaker, but for global mainstream the barrier to entry remains too high.

An even more serious issue is security. In February 2026, China's Ministry of Industry and Information Technology warned that OpenClaw with poor configuration could open the path to cyberattacks and data leaks. Later, government agencies, banks, and other organizations began restricting the installation of such applications on office computers. The risk is clear: malicious plugins can extract user data or become an entry point into internal networks. That is why Chinese companies are already trying to build isolated mobile environments where the agent operates separately from sensitive systems.

What this means

The OpenClaw story shows that the next major competition in AI is not only over model quality, but over the cost of long working chains. This is no longer a niche experiment for enthusiasts. If agent interfaces truly become mainstream, China could gain a strong export channel even without its own global consumer platform: it would be enough to become the most cost-effective backend through which millions of other agents work.

ZK
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