Artificial Intelligence

The deal follows regulatory approval for seven on-device AI services.

The video model stands alongside Anthropic’s Claude as a compelling case for AI monetization.

DeepSeek and others are winning on price, but concerns over foreign dependence loom.

US chipmakers lead, but Chinese players aim to increase their local market share.

Its ARR reportedly grew faster than Anthropic’s did at the same stage.

Products that grow organically tend to have stronger staying power.

Open-source models from Z.ai and DeepSeek draw big-name users such as Coinbase and Uber.

The company is caught between rising demand for AI inference and the difficult economics of computing power.