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According to reports, there are nearly 7 million registered users of the Zhipu MaaS open platform, an increase of about 2 million compared to the beginning of July, including 23,000 enterprise customers, and zCode, the developer product targeting Codex, surpassed 1 million users in one month. Since this year, Zhi Spectrum ARR has grown 15 times. According to our understanding, after the release of Kimi and Ali's new models, the growth rate of Zhi Spectrum ARR has not been affected. Some investors have revealed that ARR has now reached 2 billion US dollars, but Smart Spectrum has officially denied it. People close to the company said that the actual figure should be higher. On July 21, it was reported in the market that Smart Spectrum had built a 1GW domestic AI computing power infrastructure. According to information, more than 50,000 domestic computing power chips have been put into operation to ease the growing demand for inference. On July 31, Smart Spectrum's long-term limited Coding Plan was opened for purchase after a sharp increase in price.

Zhitongcaijing·08/10/2026 14:25:05
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According to reports, there are nearly 7 million registered users of the Zhipu MaaS open platform, an increase of about 2 million compared to the beginning of July, including 23,000 enterprise customers, and zCode, the developer product targeting Codex, surpassed 1 million users in one month. Since this year, Zhi Spectrum ARR has grown 15 times. According to our understanding, after the release of Kimi and Ali's new models, the growth rate of Zhi Spectrum ARR has not been affected. Some investors have revealed that ARR has now reached 2 billion US dollars, but Smart Spectrum has officially denied it. People close to the company said that the actual figure should be higher. On July 21, it was reported in the market that Smart Spectrum had built a 1GW domestic AI computing power infrastructure. According to information, more than 50,000 domestic computing power chips have been put into operation to ease the growing demand for inference. On July 31, Smart Spectrum's long-term limited Coding Plan was opened for purchase after a sharp increase in price.