Poe Zhao Highlights Emergence of 'Token Export' as New Chinese AI Industry
The analyst's February analysis on cross-border AI inference as a pricing dynamic has evolved into a recognized industry with exhibition halls. This 'token export' bypasses traditional customs, tariffs, and trade statistics, as inference crosses borders via API calls.
So What
The rise of AI inference as a cross-border 'token export' creates new regulatory blind spots and trade dynamics for AI services.