Core Viewpoint - Anthropic, an American AI company, announced it will no longer sell its Claude services to companies with over 50% Chinese ownership, affecting both domestic and overseas entities with Chinese backgrounds [1] Group 1: Company Actions - Anthropic's new policy applies to companies in mainland China and those with Chinese investment backgrounds, including overseas subsidiaries and cloud service intermediaries [1] - Zhiyuan announced the launch of a "Claude API User Special Migration Plan," allowing users to switch from Claude to GLM model API by simply replacing the API URL [1] - Zhiyuan offers new users a free experience of 20 million tokens and a subscription package for GLM-4.5 coding at 1/7 the price of Claude, with three times the usage and faster speeds (average 55 tokens/s) [1] Group 2: Competitive Positioning - According to the SWE-reBench ranking, Zhiyuan's GLM-4.5 model ranks fourth globally and first domestically in programming capabilities, closely trailing Claude Sonnet 4 by only 4.4% [2]

Core Viewpoint - Anthropic, a prominent AI company, has announced the cessation of services to companies with majority Chinese ownership, citing legal, regulatory, and national security risks [1]. Group 1: Anthropic's Decision - Anthropic will prohibit any enterprise directly or indirectly controlled by Chinese entities with over 50% ownership from using its services, affecting not only mainland China but also overseas subsidiaries and organizations with Chinese investment backgrounds [1]. - The decision follows a trend among U.S. AI companies, as OpenAI had previously restricted API access to companies in non-supporting countries, including mainland China and Hong Kong [2]. Group 2: Impact on the Industry - The restriction creates challenges for developers and companies reliant on foreign large model services, but simultaneously opens opportunities for domestic AI companies in China [2]. - Zhiyu, a domestic AI company, has launched a "Claude API User Special Migration Plan" to assist developers in transitioning to their GLM model API, offering a significantly lower cost and enhanced performance compared to Claude [1][2].

智谱称，已全面兼容Claude协议，用户只需替换API URL，即可从Claude无缝切换至GLM模型API，同 时官方附赠包月套餐等权益。 就在今日，美国头部大模型公司Anthropic宣布，将停止向多数股权由中国资本持有的集团出售Claude服 务，范围涵盖中国内地及通过海外注册或云服务间接使用的企业。 人民财讯9月5日电，9月5日，为帮助开发者平稳过渡、持续享有顶级AI编码能力，智谱宣布推出Claude API用户特别搬家计划。 ...

Core Viewpoint - Anthropic, a major AI model company, announced it will cease selling its Claude service to groups with majority ownership by Chinese capital, affecting enterprises in mainland China and those using overseas registration or cloud services indirectly [1] Group 1 - Anthropic's decision impacts the availability of Claude services in China, indicating a strategic shift in its market approach [1] - The company has introduced a "Claude API User Special Migration Plan," allowing users to seamlessly switch from Claude to GLM model API by simply replacing the API URL [1] - Users will receive additional benefits such as a monthly subscription package as part of the migration plan [1]

Core Insights - Anthropic announced the cessation of Claude services to groups with majority ownership by Chinese capital, affecting enterprises in mainland China and those using overseas registration or cloud services indirectly [1] - Zhiyu responded by launching a "Claude API User Special Migration Plan," which is fully compatible with Claude protocols, allowing users to seamlessly switch to GLM model API by simply replacing the API URL [1] - The official plan includes additional benefits such as a monthly subscription package for users [1]