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Z.ai shares surge 8% after releasing new AI model running only on Chinese chips
The Chinese AI company said it had already launched the model globally in stealth mode for a week.
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China’s open-weight model lead exposes America’s AI blind spot
The future of AI may be dictated not by who builds the smartest model, but who builds the models everyone runs on. Right now, that’s China.
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CNBC’s The China Connection newsletter: A U.S.-China debate that’s becoming bigger than tariffs
The AI race is heating up so fast this summer that it’s reshaping national priorities in the U.S. and China.
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Chinese startup Moonshot AI unveils Kimi model it says rivals OpenAI, Anthropic
It’s the latest AI model from China to close the performance gap with leading U.S. AI labs.
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Alphabet shares fall on report its most powerful AI model Gemini 3.5 Pro is delayed
Alphabet announced the Gemini 3.5 Pro AI in May, saying it was being used internally but wouldn’t be ready for a broader rollout until the following month.
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Goldman Sachs picks its favorite Chinese AI models
The investment bank released its Chinese AI model competitive positioning framework on Friday.
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CNBC’s The China Connection newsletter: What to watch for in the second half
After a tumultuous first half of the year, China prioritizes AI, IPOs and diplomacy during a critical H2.
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China’s Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back
Zhipu’s GLM 5.2 shows the AI fight is shifting to who delivers the most intelligence per dollar, making open source suddenly a real contender.
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Anthropic’s Fable shutdown is a big moment for open-source AI
Anthropic’s Fable shutdown could boost open-source AI, but many of the models gaining traction are Chinese.
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Zhipu surges 33% as Wall Street raises bets on China AI after Anthropic curbs
Shares of Chinese AI model developer Zhipu surged as Wall Street banks raised bets on the company’s ability to capture global AI demand.
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