Key Points
- Chinese startup Z.AI says its new GLM-5.3 model matches Anthropic's Mythos 5 in cybersecurity capability
- Chinese labs including DeepSeek, Z.AI and Moonshot built new techniques to offset limited access to advanced chips
- Industry leaders say China's best AI models now trail the US by months, not years
The Latest:
Chinese AI startup Z.AI released its GLM-5.3 model this month, saying it matches Anthropic’s Mythos 5 in cybersecurity capability, as Chinese labs draw on DeepSeek-pioneered techniques to close the capability gap despite restricted chip access, the Wall Street Journal reported.
Details:
- Techniques: DeepSeek built multihead latent attention (MLA) to cut memory use and a mixture-of-experts (MoE) design to route tasks to specialized models, per WSJ.
- Chip gap: Researchers at labs like Alibaba and Z.AI get about a fifth of the advanced chips available to OpenAI and Google peers, they said.
- Timeline gap: Industry leaders in both countries say China’s best AI model is now just months behind the top US model, versus years previously.
- Distillation dispute: Anthropic accused Z.AI and Moonshot of extensively “distilling” its models by mining their answers to train rivals; neither company has commented.
- Chips, not talent: DeepSeek founder Liang Wenfeng said chip access, not people, is the biggest gap between Chinese and US AI firms.
By the Numbers:
Z.AI raised roughly $1.25 billion by mid-2025, far less than OpenAI and Anthropic have raised. Some Chinese firms are building models with 5 trillion to 10 trillion parameters, near Anthropic’s latest models, estimated above 5 trillion, per WSJ.
Between the Lines:
Tang Jie and his former student Yang Zhilin’s rise shows China’s AI leap wasn’t sudden — it grew from a research network built at Tsinghua University over more than a decade, the Journal reported.
What to Watch:
Tang is training Z.AI’s next flagship model for complex, weeks-long research tasks, people familiar with the plans said, while Anthropic’s distillation accusations against Z.AI and Moonshot remain unresolved.