One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models
Summary
Chinese AI companies are accelerating public rollouts of new generative models as they compete with U.S. rivals. Moonshot released Kimi K2.5 with claimed video-generation and agentic capabilities, while Alibaba unveiled Qwen3-Max-Thinking and Baidu pushed Ernie 5.0; several other firms have issued model updates or access changes. Chinese providers often open-source models and price them low, and companies are packaging AI into consumer apps and promotions to drive user traffic and commerce. Expect continued model updates plus marketing and integration moves as firms prioritize adoption and ecosystem monetization over pure benchmark leadership.
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