Z.ai
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Rhodium: Chinese AI Models Lag US Rivals in Revenue
China’s AI sector sees high model adoption but low revenue compared to US counterparts. Despite significant valuations, Chinese AI companies like DeepSeek and MiniMax generate substantially less annual recurring revenue (ARR) than OpenAI or Anthropic. This revenue gap raises concerns about financial viability and sustainable growth, with factors like open-source models and market conditions impacting profitability.