Core Insights - The release of the flagship model GLM-4.7 has led to a surge in users for the programming subscription service, prompting the company to implement sales limits to prioritize existing users' access [1] - The core user base for the service is primarily in the United States, indicating that Chinese AI models are not only catching up in technical quality but also capturing significant market share from American developers [1] - The company is enhancing its global influence through an open-source strategy, with the GLM-4.7 model ranking first globally in programming capabilities [1] Market Position - The company has reduced the daily sales volume of its "GLM Coding Plan" service to 20% of its current capacity starting January 23, to ensure a better experience for existing users [1] - The focus of Chinese AI models is on integration into industries at affordable prices, aiming to produce high-tech products for the global market [1] - The recent launch of the GLM-Image model, trained entirely on Huawei chips, further demonstrates the company's commitment to leveraging domestic hardware in its AI developments [1] Competitive Landscape - Currently, seven out of the top ten positions in the global open-source model rankings are held by Chinese companies, showcasing the rapid construction of influence by Chinese AI on the international stage [1] - The integration of open-source ecosystems with domestic hardware is a key strategy for Chinese AI to enhance its competitiveness globally [1]
外媒称智谱(2513.HK)正在美国实现Deepseek式突破