中美 LLM 数据经济对比：中国厂商自研倾向更强
中美 LLM 数据经济呈现不同格局，美国市场由 OpenAI 和 Anthropic 主导，并依赖 Mercor、Surge 等数据供应网络；中国市场则由腾讯、阿里和字节跳动领跑。中国厂商如美团、小红书和小米表现出更强的自研倾向，而美国科技公司更多基于 API 和现有开源模型构建。尽管中国实验室在数据支出意愿上曾落后美国 6-12 个月，但目前正处于快速追赶阶段。
Nathan Lambert· @natolambert · X·2026-10-13 04:56· 25 分钟前AI 评分44
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Nathan Lambert 称这是迄今关于中国 LLM 数据经济最好的一篇文章，指出美国数据供应端由 Mercor、Surge、Handshake 等网络最大，中国则由腾讯、阿里、字节领跑，与 OpenAI、Anthropic 主导美国的格局不同。
正文
This is the best piece I’ve read to date on the Chinese data economy for LLMs, and how it compares to the US counterparts (summarized by Mercor, Surge, and Handshake having the biggest network, SUPPLY, but also many companies with specialized services, in the form of RL-ready environments). China’s leading spenders, Tencent, Alibaba, and ByteDance, don’t mirror OpenAI and Anthropic leading the US market.
The Chinese market likely has a bias similar to their “ownership” mentality of more LLM builders in house, like Meituan, RedNote, and Xiaomi, whereas major US tech services build more on APIs and existing open-weight models.
Altogether, it seems like Chinese labs were 6–12 months behind on willingness to spend on data, relative to the US, but are rapidly catching up.
I've been hearing lots of murmurings on China's AI industry, but folks are secretive, so it's hard to put this all together.
来源：Nathan Lambert · x.com
来源：AIHot · aihot.news