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Independent aggregation • v2.4.9 • 2026-07-25

CHINA’S AI REVENUE PROJECTED TO REACH US$13B ON BREAKTHROUGHS, ADOPTION: GOLDMAN SACHS

1 min read • 1 hr ago • News - South China Morning Post • [src]
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WHAT HAPPENED

Rising cost efficiency and rapidly advancing capabilities from players like DeepSeek and MiniMax have prompted Goldman Sachs to raise its run-rate revenue forecast for China’s artificial intelligence model market by 30… In a research note published on Monday, the US investment bank boosted its year-end annualised recurring revenue (ARR) projection for mainland Chinese AI models from US$10 billion, citing aggressive price cuts,…

News - South China Morning Post reports that rising cost efficiency and rapidly advancing capabilities from players like DeepSeek and MiniMax have prompted Goldman Sachs to raise its run-rate revenue forecast for China’s artificial intelligence model market by 30…

The report adds: In a research note published on Monday, the US investment bank boosted its year-end annualised recurring revenue (ARR) projection for mainland Chinese AI models from US$10 billion, citing aggressive price cuts,…

This is a developing report. DAMMNEWS will surface related coverage as closely matched reporting enters the live cache.

DAMMNEWS RSS BRIEFING — generated locally from the available News - South China Morning Post headline and RSS excerpt. It is not a summary of the full source article.

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