Lobster OpenClaw goes viral, driving a surge in Token consumption! Plus, combined with electricity cooperation!

OpenClaw’s popularity has driven a surge in token consumption. Compared to traditional Chatbox models, Agent’s computing power consumption may increase by three orders of magnitude. Leading companies like ByteDance continue to expand AI capacity, providing strong services. [Taoguba]

Cailian Press reports that recently, Shenzhen Futian launched AI Digital Intelligence Employee 2.0, deploying the “Government Affairs Lobster” intelligent agent first.

1. Lobster OpenClaw’s popularity has caused a surge in token consumption

Guojin Securities research report indicates that with the expansion of AI capacity by major companies like ByteDance, Lobster OpenClaw’s popularity has led to a spike in token consumption.

1. On March 3, 2026, a domestic data center service provider received an order to supply about 500MW of capacity to ByteDance to develop Doubao and other AI technologies. Besides ByteDance, other leading domestic internet companies are also increasing their computing power investments.

2. The hot popularity of OpenClaw has caused a surge in token consumption. According to OpenRouter, OpenClaw is currently the most popular app & agent, with a total token consumption reaching 8.52 trillion.

First Shanghai believes that at the beginning of 2026, OpenClaw (formerly Clawdbot) became a viral sensation across the internet, bringing a new paradigm for personal agents. Agent applications involve complex processes, continuous execution, and cyclic calls, which consume significant computing power. Compared to traditional chatbox models, power consumption could increase by three orders of magnitude, from thousands of tokens to hundreds of thousands or even millions of tokens. This increased power consumption drives continuous upward adjustments in capital expenditure (Capex).

2. Related listed companies: Dawi Technology, Hailanxin, Annor, Capital Online

Hailanxin: [Hainan Lingshui Project] Hailanxin has deployed undersea intelligent computing cabins here. According to public information, a single module of this project has integrated large models like DeepSeek, capable of supporting approximately 7,000 inference queries per second.

[Shanghai Lingang Project] As an “upgraded version 2.0,” it directly serves the Lingang intelligent computing hub. Lingang hosts many AI companies (such as SenseTime, Parallel Technology), whose models generate token consumption during operation, directly translating into demand for Hailanxin UDC computing power. The Shanghai Lingang project combines offshore wind power to achieve “green electricity + computing power.” Under the carbon neutrality background, tokens produced by this green computing have higher compliance value and lower carbon tax costs.

Hailanxin’s projects provide high-density, low-cost, green physical environments. Large model vendors run programs in these “undersea data centers,” and the final products they produce are the tokens purchased by users.

Dawi Technology: A leading internet IDC service provider. The company relies on the “source-network-load-storage integration + AIDC (AI Data Center) customized” computing power synergy development strategy, focusing on new infrastructure for computing power. With core regional resource advantages, it is expected to benefit from rapid growth in AI computing services.

Annor: [Official WeChat confirms “OpenClaw + Chemical”] Annor’s “Zhixing Cloud” platform offers ready-to-use GPU computing and acceleration services.

February 3, Zhixing Cloud official WeChat: OpenClaw’s comprehensive tutorial allows one-click deployment, with free tokens for immediate use. Zhixing Cloud pre-installs the necessary environment for OpenClaw applications and operations, enabling automatic installation and deployment with one click.

Additionally, a weekend surprise! Amazon and Microsoft land data centers were attacked, prompting a global rush to build UDC! Hailanxin is the only domestic and one of the only two globally (Microsoft, Hailanxin) UDC “computing power synergy.”

Gulf oil countries have recently spent heavily on AI transformation. Large data centers are key, and now, for the first time globally, drones have attacked—and the attacks continue! Gulf UDC!

This is the logic behind Hailanxin, one of the only two global UDC “computing power synergy” companies (Microsoft and Hailanxin), which experienced a low opening and then a rise! Currently, Microsoft is not as good as Hailanxin, which has received an exclusive interview with CCTV News!

Computing Power Synergy: The overall trend is bullish, with Long-Guo Xin Neng reversing the market. Previously mentioned Long-Guo Xinneng, GCL System Integration, and Shao Neng Co., Ltd. all hit the daily limit, with China Energy Construction and Nanjing South Grid Digital showing strong upward momentum. In March, a new epic theme “computing power synergy” made a comeback.

Hailanxin and Dawi Technology are the most authentic concepts of “computing power synergy + Lobster.”

(Risk reminder: All logical analyses are personal opinions or trading records and do not represent market views. Do not base your trading decisions solely on these. Risks are to be borne by oneself!)

(Author’s disclosure: This analysis is not a securities recommendation or investment advice. As of the time of writing, the author holds some related stocks and may sell them at the next trading opportunity. Personal holdings are very small, generally less than a fraction of the daily trading volume, and have minimal impact on individual stock trading.)

$Hailanxin(sz300065)$
$Dawi Technology(sh600589)$
$Annor(sz300067)$
$Jinkai New Energy(sh600821)$
$GCL System Integration(sz002015)$