Huawei & Z.ai

Huawei: Huawei's Ascend 910B processors are reportedly used to train and run GLM (AI), demonstrating China's ability to develop advanced AI using domestic silicon despite US chip restrictions.

Z.ai: Z.ai launched its GLM (AI) AI model, which is gaining significant attention for its performance and low cost, challenging US AI leaders and increasing its market presence.

Huawei: Huawei is embedding AI in devices, contributing to China's AI ecosystem and global expansion.

Z.ai: Z.ai's GLM-5.2 model is gaining traction, and the company reported strong revenue growth but significant net losses, highlighting the financial challenges of AI startups.

Huawei: Huawei showcased its Atlas 950 SuperPoD AI computing system, signaling progress in domestic hardware despite US restrictions.

Z.ai: Zhipu's shares fell sharply after Kimi K3's launch, reflecting increased competition; its GLM-5.2 model remains popular.

Huawei: Huawei could benefit if DeepSeek shifts to domestic chips, but also faces competition from DeepSeek's own chip efforts.

Z.ai: Z.ai is a competitor in China's AI market; DeepSeek's launch intensifies rivalry, possibly affecting its growth.

Huawei: Debuted Atlas 950 SuperPoD AI computing system, demonstrating China's progress in AI infrastructure despite US chip restrictions.

Z.ai: Released GLM-5.2 open-source model, competing with US rivals.

Huawei: Huawei is a Chinese chipmaker whose latest chips are reportedly capable of running DeepSeek's V4 model. A shift to Huawei chips would be a significant milestone for China in bypassing US export restrictions.

Z.ai: Z.ai is another Chinese AI startup that unveiled an image generator entirely trained on Huawei chips, demonstrating China's progress in domestic chip utilization.