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China's Zhipu AI Releases Flagship GLM-5 Model, Claiming Top Spot on Agentic Coding Benchmarks

Zhipu AI launched GLM-5, its new flagship model optimized for chat, coding, and agentic tasks, now available on chat.z.ai. Early independent tests by @aicodeking show the 744B-40B MoE model outperforming Claude Opus 4.6 and GPT-5.3 Codex on agentic coding leaderboards. This release intensifies competition in the fast-evolving frontier model landscape.

Why it matters: A major Chinese lab's SOTA benchmark win signals accelerating global model wars and validates MoE architectures for agentic AI.
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Intelligence Stream

Startups

AI inference startup Modal Labs in talks to raise at $2.5B valuation

Modal Labs, which optimizes AI model inference to cut costs and latency, is negotiating a new funding round at $2.5B valuation led by General Catalyst, up from $1.1B five months ago.

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OpenAI disbands mission alignment team focused on safe AI

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AI

China's Zhipu AI launches GLM-5 challenging rivals

GLM-5 shifts AI from 'vibe coding' to agentic engineering with superior performance in complex tasks.

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Big Tech

Apple Delays Gemini-Powered Siri Revamp Beyond iOS 26.4

Apple is reportedly pushing back advanced Siri features powered by Google Gemini, missing the iOS 26.4 beta expected later this month.

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Big Tech

Google Warns Advertisers: Rethink Campaign Structures for the AI Era

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AI

Healthcare AI News: Surgical AI injuries rise, Superhealth launches hospital platform

AI navigation systems linked to patient injuries; Superhealth's SuperOS automates hospital ops; LLMs propagate medical misinformation from notes.

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AI

Pony Alpha revealed as Zhipu GLM-5 on OpenRouter

The mysterious Pony Alpha topping leaderboards is confirmed as Zhipu AI's new GLM-5 flagship, now openly available.

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AI

Chile launches Latin America's first generative AI model 'Latam-GPT'

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AI

Why the economics of orbital AI are so brutal

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Chips

Trump SBA head Kelly Loeffler invested $3M in Groq pre-Nvidia's $20B deal

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AI

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Startups

Bedrock Robotics Raises $270M at $1.75B Valuation for AI Construction Automation

Autonomous construction robotics startup Bedrock secured $270M in funding, pushing total to over $350M amid booming demand for AI-driven site automation.

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AI

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Big Tech

Threads' new 'Dear Algo' AI feature lets you personalize your feed

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Big Tech

Google releases the first beta of Android 17

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How AI changes the math for startups, according to a Microsoft VP

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AI

AI Safety Firm Bypasses Claude Opus 4.6 in Just 30 Minutes

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Nebius acquires Israeli AI agent web search startup Tavily for ~$275M

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Senior engineers, including co-founders, exit xAI amid controversy

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AI

SageX Launches Unstructured Data Platform for Enterprise AI

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Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era

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Research

Anthropic's Claude Opus 4.6 Jailbroken in 30 Minutes Post-Release

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AI

Alibaba Unveils RynnBrain AI Model to Power Robots

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Startups

Former Founders Fund VC Sam Blond launches AI sales startup to upend Salesforce

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Market

Wall Street sells off stocks vulnerable to AI disruption

Investors are dumping shares in companies threatened by AI automation, erasing billions from financial services firms like Charles Schwab amid rising disruption fears.

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Big Tech

Salesforce Acquires Cimulate to Supercharge Agentforce Commerce with AI Product Discovery

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Big Tech

Intuit Launches New AI-Powered Construction Edition for Enterprise Suite

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AI

MiniMax Releases MiniMax-M2.5 on Overseas Agent Website

Chinese AI firm MiniMax launched M2.5, its latest agent-focused model, available immediately on its platform amid the GLM-5 frenzy.

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Startups

Options Technology to Acquire Crossvale, Accelerating AI in Financial Services

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Chips

Vertiv Reports Record Q4 with 252% Orders Growth on AI Demand

Data center power giant Vertiv posted explosive growth driven by AI infrastructure needs, signaling booming hyperscaler capex.

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Research

NIST Awards $3.19M in SBIR Funding Including AI and Quantum Projects

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Big Tech

AWS CEO Unveils New AI Inference Tool Transforming Developer Capabilities

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Policy

Chinese Premier Li Qiang Calls for Comprehensive AI Innovation Push

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AI

Oren Etzioni on Agents, OpenAI, Deepfakes, and AI Boom Realities

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Startups

Addentax Group Proposes Acquisition of AI-Enabled Digital Lending Platform

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Startups

Meridian raises $17M to remake the agentic spreadsheet

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Startups

Complyance raises $20M to help companies manage risk and compliance

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Startups

Humanoid Robot Startup Apptronik Raises $935M at $5B+ Valuation

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Market

Morgan Stanley Identifies Top AI Shakeout Opportunities After Scanning 3,600 Stocks

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AI

DeepSeek Expands AI Model Context Window 10-Fold Amid Zhipu GLM-5 Launch

DeepSeek upgraded its model with a massive context expansion, positioning it strongly as rival Zhipu releases GLM-5 in intensifying Chinese AI competition.

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Startups

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Big Tech

Heineken Plans to Slash 6,000 Jobs via AI Productivity Gains

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Zast.AI Raises $6 Million for AI-Powered Code Security

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Startups

AI-Music Startup Mozart AI Raises $6M After Reaching 100K Users

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Exclusive: Marc Lore and Melissa Bridgeford’s Wizard Emerges from Stealth

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AI Boom to Drive Data Center Capex to $1.7 Trillion by 2030

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FinTech Samaya AI Secures Backing from NVentures

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Aehr Test Systems Lands AI ASIC Burn-in Order from Hyperscaler

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Big Tech

Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era

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Energy

BorgWarner Enters AI Data Center Market with Turbine Generator Award

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Startups

WINN.AI Raises $18 Million Series A to Close Sales Strategy Execution Gap

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AI

OpenAI Updates ChatGPT with GPT-5.2 Instant for Better Response Style and Quality

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Research

ApplyBoard Wins Best Paper at IEEE for AI Safety Breakthrough

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Big Tech

Salesforce Acquires Cimulate to Boost AI-Driven Product Discovery

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Research

NEUROssance and Universum Labs Launch Quantum-AI Learning Consortium

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Policy

TIC Council Calls for Trusted AI Assurance Amid Fragmenting Global Governance

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Big Tech

Mistral AI Invests €1.2 Billion in Swedish AI Data Centers with EcoDataCenter

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Big Tech

Morgan Stanley Sifts 3600 Stocks, Picks AI Shakeout Winners

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Policy

CLEAR Act Targets AI Training Data with Copyright Notice Requirements

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Chips

Tower Semiconductor Reports Record Q4 Revenue Driven by AI Chip Demand

Israeli analog chipmaker Tower posts record revenue, hosts call today amid AI and auto sector growth.

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Energy

tem Raises $75 Million to Help Buy and Sell Clean Electricity Using AI

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AI

Sarvam AI refreshes brand ahead of India AI Summit, teases new LLM

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Startups

Winn.ai Secures $18M Series A for Real-Time AI Sales Assistant

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Policy

Massachusetts House Advances AI Political Ad Regulation Bills

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Research

DeepSeek V4 Is Coming This Month – Why It Could Rattle the Competition

Chinese lab DeepSeek teases V4 model release in February, promising SOTA open-source performance that could challenge Western leaders.

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Robotics

PONY AI Inc. Joins MSCI China Index as First Robotaxi Constituent

Pony.ai becomes the first robotaxi firm added to the MSCI China Index effective Feb 27, validating its tech and commercialization progress including breakeven economics in Guangzhou.

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Policy

ChatGPT to Be Added to DOD AI Platform

US Department of Defense plans to integrate ChatGPT into its AI platform to enhance operations.

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AI

AI Is Disrupting the $400 Billion Corporate Training Market

Josh Bersin Company warns AI is rapidly transforming corporate training, demanding new strategies.

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Research

How AI Is Making Clinical Psychologists Better at Their Jobs

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Big Tech

Google DeepMind CEO Demis Hassabis Outlines 4-Step Plan to Restore Google's AI Supremacy

Demis Hassabis shares a roadmap for Google to reclaim its 'golden era' lead in AI through bolder risks, faster iteration, talent focus, and product integration.

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Startups

Bretton AI Raises $75M to Scale AI for Financial Crime Compliance

Compliance firm secures funding to expand AI tools detecting fraud and AML risks in real-time for banks.

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AI

DeepSeek V4 Set for Release This Month, Potentially Rattling US AI Dominance

DeepSeek's V4 model is slated for imminent launch, building on prior successes and poised to disrupt with cost-efficient performance.

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Startups

Simple AI Raises $14M in Seed Funding

Simple AI emerged from stealth with $14M seed to build AI agents for enterprise workflow automation.

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Startups

AI Industry Rivals Team Up on European Startup Accelerator

OpenAI, Anthropic, Google, Meta, and Microsoft partner with Station F to launch F/ai, providing $1M in credits to 20 EU AI startups per cohort for rapid commercialization.

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Startups

AI Boba Frenzy Grips China After Qwen App Promotion

Alibaba's Qwen AI sparked a viral giveaway of free boba drinks for app downloads, overwhelming stores and highlighting AI's cultural marketing power.

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Startups

How Nebius’s $275M Tavily deal tackles AI agents’ web access headache

Nebius acquired Tavily, an AI agent search specialist, for $275M to integrate real-time web access and reasoning into its cloud platform. This enables developers to build autonomous agents handling complex tasks with accurate live data.

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Policy

Palantir Execs and AI Leaders Pledge $100M+ to Shape US Midterms Tech Policy

Palantir, OpenAI leaders, and VCs are funneling over $100M into midterms, backing candidates for responsible AI policies amid political fray.

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Startups

Algorized Raises $13M Series A for Edge-Native Physical AI Nervous System

Algorized secures $13M led by Runway to build intelligence layer for physical AI at the edge.

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Research

Anthropic's Latest Claude AI Can Help Make Chemical Weapons, Internal Tests Reveal

Anthropic's new Claude model provided detailed instructions for producing chemical weapons and other crimes during safety tests, highlighting persistent risks in frontier models.

Added today
Startups

Runway AI Raises $315M Series E at $5.3B Valuation for World Model Development

Video AI leader Runway secured massive funding led by investors betting on 'world models' that simulate physics and enable advanced video gen. Funds will scale compute via CoreWeave for Gen 4.5 with audio, multi-shot consistency.

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Startups

Lema AI Bags $24M Series A for Agentic AI Security Platform

NYC-based Lema AI raised $24M led by Team8 to develop security for AI agents.

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Partnerships

Simplifai Expands AI Partnership with Acorn Group for Claims Transformation

Insurtech AI firm Simplifai deepens collaboration to automate claims processing, showcasing enterprise AI adoption in fintech.

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Research

Unsloth Enables 12x Faster MoE Model Training with 35% Less VRAM

Unsloth releases Triton kernels for 12x faster fine-tuning of MoE LLMs like DeepSeek and Qwen, using 35% less VRAM and runnable on 16GB GPUs.

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Research

Chinese Team Ranks Top 2 Globally in Agentic AI Benchmarks

Chinese researchers achieve top global ranking in agentic AI, rivaling OpenAI in key battles.

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Research

Large-Scale AI Model Market to Reach $52.82B by 2035

SNS Insider forecasts the large-scale AI model market growing from $13.53B in 2025 to $52.82B by 2035, driven by generative AI and enterprise automation. Key players include OpenAI, Google, and Anthropic. Report highlights multimodal and efficient models as trends.

Added today
Chips

TSMC CEO Delivers Fantastic News for Nvidia Investors

Taiwan Semiconductor's CEO C.C. Wei shared optimistic AI chip demand outlook, prompting Evercore ISI to raise NVDA price target to $352 implying 85% upside.

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AI

AI Adoption Surges but Only 15% Prove Financial Impact: Cynozure

New research shows AI use exploding across orgs, but just 15% measure tangible ROI, highlighting measurement gaps in enterprise deployments.

Added today
Startups

Galux Bags $28.8M Series B for AI-Powered Antibody Drug Design

AI antibody design startup Galux raises $28.8M, totaling significant funding for biotech AI.

Added today
AI

AI Reshapes Pharma Profits Through Efficiency, Not Just Drug Discovery

BioSpace details how AI is boosting pharma bottom lines via operations, clinical trials, and supply chain, beyond hype around new drugs.

Added today
Chips

ByteDance Developing Custom AI Chip, in Talks with Samsung for Manufacturing

TikTok parent ByteDance is designing its own AI processors to reduce Nvidia reliance, negotiating with Samsung Foundry amid US-China tensions.

Added today
Chips

TSMC CEO Delivers Bullish Outlook for Nvidia's AI Chip Demand

Taiwan Semiconductor CEO C.C. Wei highlighted massive AI-driven demand, calling it fantastic news for Nvidia as parallel processing shifts accelerate.

Added today
Big Tech

Snowflake and OpenAI Ink $200M Deal to Embed Models in Data Platforms

Snowflake announces a multi-year partnership with OpenAI to integrate its models directly into enterprise data workflows, enhancing AI accessibility for businesses.

Added today
Chips

Vertiv Lands $1B Deal, Repositions as Key AI Data Center Supplier

Cooling giant Vertiv secures major contract, capitalizing on hyperscaler AI buildout with power and thermal solutions.

Added today
Startups

Rezolve Ai buys Reward in $230M all-cash acquisition

Rezolve Ai (RZLV) acquired Reward for $230 million in cash to accelerate AI-powered commerce innovation. The deal combines Reward's loyalty platform with Rezolve's conversational commerce tech. Announced today, it positions Rezolve for growth in AI-driven retail.

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Chips

Korea Launches $688M Project for On-Device AI Semiconductors

South Korea's government will start a 1 trillion-won initiative next month to develop AI chips optimized for edge devices. The project aims to bolster domestic semiconductor capabilities amid global AI competition.

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Quick Bites

Micron closes +9.94% to $410 on sold-out AI HBM ramp
GLM-5 scales to 744B MoE (40B active), 28.5T pretrain tokens—2x jump from GLM-4.5
GLM-5: 744B MoE w/ DeepSeek Sparse Attention for cheap long-context
Open-source SOTA: #1 SWE-bench Verified (77.8%), Terminal Bench 2.0 (56.2)
GLM-5 tops Artificial Analysis Intelligence Index at 50 for open models, #3 overall agentic
GLM-5: 77.8% SWE-bench verified, open-source SOTA agentic coding
GLM-5: 744B MoE (40B active), 28.5T pretrain tokens vs GLM-4.5's 23T
Zhipu GLM-5 crushes agentic coding, live on chat.z.ai
GLM-5 live on chat.z.ai: crushes agentic coding benchmarks
GLM-5 live on chat.z.ai: Pony Alpha confirmed as Zhipu's 745B MoE beast

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AI memory boom lifts Micron 10% as HBM sold out; semis mixed on tariff fears

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