Chinese AI
5 published articles
Analysis
Benchmarks, not bargains: China's AI labs reach parity
Chinese AI labs Qwen, DeepSeek, MiniMax, and Kimi have matched or beaten US frontier models in reasoning, coding, and document parsing benchmarks. With aggressive pricing and open-weight strategies, they are no longer just cheap alternatives, they are real competitors.
2026-07-27
Artificial Intelligence
The $314 billion assumption that just broke
Moonshot AI's Kimi K3, a 2.8 trillion parameter open-weight model, triggered a global revaluation of AI stocks. The combined estimated valuations of OpenAI and Anthropic lost $314 billion as investors confronted cheaper Chinese frontier AI. The analysis examines winners (Chinese chip makers, memory manufacturers, software developers) and losers (model developers, Nvidia's scarcity premium) in the new landscape.
2026-07-22
API economics
DeepSeek V4 drops in July with a pricing shift that will hurt if you code when the sun is up
DeepSeek V4 arrives mid-July with peak-load pricing. The API costs double during business hours, up to $1.74 per million output tokens, but off-peak rates can be a steal for cache-hit workloads.
2026-07-09
Artificial Intelligence
MiniMax just shipped a model for every AI job you can name
Chinese AI startup MiniMax launches M3, Hailuo 2.3, MiniMax Code, and new speech/music models, broadening its product lineup in a competitive landscape.
2026-07-06
Artificial Intelligence
DeepSeek's new model makes efficiency the AI arms race front line
DeepSeek has released a new LLM that sharpens its competition with major AI labs by betting on efficiency over brute force. The model aims to offer strong performance with optimized resource usage, reflecting a broader industry pivot toward cost-effective AI.
2026-06-30