MENA VC surge, AI IPO thaw, and GLM-5: signs of a new build cycle
What Changed and Why It Matters Capital is quietly rotating toward the next phase of the AI buildout. In early 2025, AI dominated venture flows and public-market appetite began to…
Zhipu’s Huawei-trained multimodal AI signals life beyond Nvidia
What Changed and Why It Matters Zhipu AI released an open-weight image model trained entirely on Huawei’s Ascend chips. It’s a concrete proof point that a full Chinese AI stack—chips,…