Zhipu AI Raises Year-End ARR Guidance to $3 Billion

Zhipu AI announced during an investor call on September 16 that it has signed revenue-sharing agreements with multiple domestic and international cloud providers. The company will begin recognizing revenue from these partnerships in October, with its GLM series open-source models being offered as hosted APIs on overseas cloud platforms. Zhipu AI has raised its year-end ARR guidance from $2.4 billion to $3 billion, with current total business ARR reaching $1.8 billion.