Tokens Became a Retail Product
AI turned into a standalone Double 11 category, with unit sales large enough to price compute like a consumer good.
JD said it had sold more than 20 million AI products through 18:00 on 30 October 2026, with humanoid robot sales up 700% year on year and robotic arms and dexterous hands up more than tenfold. On Taobao, the token category, newly created as a standalone promotion section, saw first-day turnover rise 450% month on month when sales opened on 20 October. On 2 November, a livestream sold nearly 100,000 one-cent office membership cards in half an hour, roughly two trillion tokens of entitlement.
