Wall Street Breakfast China's Zhipu ramps up AI battle
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Jul 28, 2025 A major player in the AI space, Zhipu, has just released its most powerful open-source model yet, intensifying competition. Tesla has finalized a deal with Samsung for chips, enhancing its technological edge. Meanwhile, Baidu unveils innovative digital human technology, showcasing advancements in AI interaction. The podcast also touches on the potential for a new trade deal between the U.S. and China, and the market shift towards value investments in the face of meme stock volatility.
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Zhipu's Big Open-Source Push
- China's Zhipu AI is quickly scaling up with its biggest open-source AI model, GLM 4.5.
- Backed by Alibaba, Tencent, and a Shanghai state-owned VC, it challenges global AI leaders with strong Communist Party ties.
Tesla-Samsung Mega Chip Deal
- Tesla secured a $16.5 billion chip deal with Samsung for its next-gen AI6 chip.
- Samsung's Texas fab will focus on this, highlighting Tesla's deep involvement to boost manufacturing efficiency.
Baidu's Nova Digital Human Tech
- Baidu launched Nova, a next-gen AI-powered digital human for professional live streaming.
- Built on Ernie 4.5 Turbo, Nova aims to mass-produce virtual top-tier streamers for businesses by October.