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China's AI revenue forecast boosted to $13B by Goldman Sachs · 2 sources tracked

By PulseAugur Editorial · [2 sources] ·

Goldman Sachs has increased its projection for China's AI revenue to $13 billion, a significant jump attributed to advancements and cost reductions in domestic AI models. The investment bank specifically raised the year-end Annual Recurring Revenue (ARR) forecasts for Zhipu AI to $2.5 billion and for MiniMax to $1 billion. This growth is fueled by intensified competition, with companies like MiniMax launching multi-modal models at substantially lower price points and DeepSeek offering API access for its V4 Flash model, which demonstrates strong front-end coding capabilities. AI

IMPACT Suggests intensifying competition and price-performance improvements in Chinese AI models could shift global market dynamics.

RANK_REASON Goldman Sachs report projecting significant growth in China's AI market.

Read on Mastodon — sigmoid.social →

AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

China's AI revenue forecast boosted to $13B by Goldman Sachs · 2 sources tracked

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Goldman Sachs report projecting significant growth in China's AI market.
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2 independent sources
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funding, product
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52 days old
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COVERAGE [2]

  1. SCMP — Tech TIER_1 English(EN) · Richard Chen ·

    China’s AI revenue projected to reach US$13b on breakthroughs, adoption: Goldman Sachs

    Rising cost efficiency and rapidly advancing capabilities from players like DeepSeek and MiniMax have prompted Goldman Sachs to raise its run-rate revenue forecast for China’s artificial intelligence model market by 30 per cent to US$13 billion. In a research note published on Mo…

  2. Mastodon — sigmoid.social TIER_1 English(EN) · [email protected] ·

    Goldman Sachs has raised its forecast for China's AI model market to 13B USD, up 30 per cent from 10B USD, citing aggressive price cuts and breakthroughs from D

    Goldman Sachs has raised its forecast for China's AI model market to 13B USD, up 30 per cent from 10B USD, citing aggressive price cuts and breakthroughs from DeepSeek and MiniMax. The investment bank lifted Zhipu AI's year-end ARR projection to 2.5B USD and MiniMax's to 1B USD. …

    LINKS scmp.com/…/chinas-ai-revenue-projected-re…

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