Chinese AI developers may shift to ‘paid weights’ commercial licensing: Goldman Sachs

Chinese artificial intelligence developers could start charging cloud platforms commercial licensing fees to host their open-weight models, according to the head of Asia internet research at Goldman Sachs, as firms look to capture more revenue from their soaring global use. The assessment comes as Chinese AI models – such as Moonshot AI’s Kimi K3 and Zhipu AI’s GLM-5.2 – have reached performance levels just a fraction behind top US rivals. However, because Chinese developers typically release...