How Zhipu's Coding Was Forged | Deep Dive
Bubble signal: 0 · NeutralRelevance 35ModelsChina
Source: 36Kr · Published 2026-08-20
Summary
This article delves into how Zhipu achieved breakthroughs in coding capabilities with its GLM series models, becoming the world's first major AI model stock and intensifying competition in China's AI sector. It traces Zhipu's journey from its founding in 2019 to the release of GLM 5.3 in 2026, highlighting the pivotal role of coding in its commercial success.
Bubble analysis
This article focuses on Zhipu's technological development and business strategy, without providing specific investment figures or capex data, so its direct relevance to the AI bubble is weak. However, Zhipu's valuation and ARR growth may reflect market enthusiasm for AI companies, indirectly influencing the bubble debate.
#china#zhipu#glm#coding
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