From Computing Power Hardware to Software Applications, Domestic Models Top the Global Ranking Opening a New Cycle

English summary

### From Computing Power Hardware to Software Applications, Domestic Models Top the Global Ranking Opening a New Cycle Time: 2026-08-01 13:57:45 Content: Event Catalyst: OpenRouter officially disclosed earlier that the global market share of Chinese models surpassed that of US models in early June. As of July 26, Chinese models' share over the past 28 days was approximately 63.5%, while US models were only 35.5%, accounting for two-thirds of the global market share, with the gap further widening. MiniMax's newly released H3 model can generate more natural and coherent videos. Moonshot AI Kimi is built on Alibaba's cluster of 20,000 Nvidia chips. V4-Pro-Preview and DeepSeek V4 Flash official version, as a 284b small model, entered the first tier of domestic open-source Agentic models. ByteDance launched Seedance2 and 5 models: generating high-quality 30-second video clips in a single generation. 'Micro-drama Management Measures' announced, to be implemented from September 1. Related industry concept carding: (1) Upstream: computing power infrastructure and cloud business (production...