Zhipu (02513.HK) told analysts and investors it has signed revenue‑share agreements with several leading domestic and international cloud providers; related revenue will be recognized from October. The deals will provide GLM‑series open‑source models

2026-09-16

Zhipu (02513.HK) told analysts and investors it has signed revenue‑share agreements with several leading domestic and international cloud providers; related revenue will be recognized from October. The deals will provide GLM‑series open‑source models as hosted APIs on overseas cloud platforms. Company‑wide ARR stands at $1.8bn; year‑end ARR guidance was raised to $3.0bn from $2.4bn.