
DeepSeek Locks 75% V4-Pro Discount - API War Escalates
DeepSeek makes its 75% V4-Pro discount permanent, leaving output tokens 34x cheaper than GPT-5.5 and resetting market expectations for enterprise API costs.
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DeepSeek makes its 75% V4-Pro discount permanent, leaving output tokens 34x cheaper than GPT-5.5 and resetting market expectations for enterprise API costs.

Chinese AI providers now handle over 60% of all tokens routed through OpenRouter, up from less than 2% just a year ago.

SU-01 is a 30B-A3B MoE reasoning model from Shanghai AI Lab that achieves gold-medal performance on IMO 2025, USAMO 2026, and IPhO 2024/2025 using a three-stage training recipe and test-time scaling.

Trump and Xi announced plans for a formal AI safety channel at their Beijing summit, but expert skepticism and stalled chip deals complicate the picture.

MiniMax M2.7 is the first open-weight frontier model to automate 30-50% of its own training pipeline - but a controversial license change and sluggish speed complicate the story.

Moonshot AI closed a $2B round at a $20B valuation, four-times its end-2025 value, on the strength of its Kimi open-weight models and $200M ARR.

China's state semiconductor fund is leading DeepSeek's first-ever VC raise at a $45B valuation, signaling a strategic shift from chip investment to backing AI model labs directly.

Bernstein projects Nvidia's China AI chip share falls from 66% to 8% in 2026 while Huawei targets $12B in revenue, with ByteDance alone committing $5.6B in Ascend 950PR orders.

China's NDRC ordered Meta to reverse its $2B Manus acquisition and barred the startup's founders from leaving China, ending the 'Singapore washing' strategy that let Chinese AI firms dodge Beijing oversight.

DeepSeek releases V4 Flash and V4 Pro with frontier-class benchmarks at prices 7-9x below OpenAI and Anthropic, built entirely on Huawei Ascend chips.

DeepSeek V4 has slipped three times since February. Jensen Huang called it a horrible outcome for America. Here is what is actually hard about running a trillion-parameter model on Huawei's CANN framework.

Z.ai's GLM-5.1 is an open-weight 754B MoE model that tops SWE-Bench Pro with 58.4, sustains 8-hour autonomous coding sessions, and runs under MIT license at $0.95/M input tokens.