Goldman Sachs Sell-side卖方

Navigating China Internet AI models Focuses on harness & model performance vs

Aug 4, 202641 pages

From the report报告摘录Chinese AI ARR Growth Catalyst: Zhipu and MiniMax ARR projected to reach $2.5B/$1B by 2026 (up 35%/63% YoY), driven by H3 model launch (open-weight, 30-50% pricing discount) and multi-modal capabilities, with potential…

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