Claude Code · Anthropic · AI Agent · DeepSeek · OpenAI · Claude · The Atlantic Technology
Citi at one point shut down employee access to OpenAI’s and Anthropic’s most expensive models
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Even though political leaders and tech executives have framed the U.S. as in the middle of a contentious technological race with China, Americans can still use Chinese models.
Key facts
- Over the first five months of 2026, DeepSeek’s adoption among the 70,000 U.S. firms that use Ramp, a financial-operations platform, increased from 0.1 to 0.3 percent, Ara Kharazian, Ramp’s lead
- Within two months, the share of global web traffic to Chinese AI models jumped from roughly 3 to 13 percent, according to research from RAND
- Chinese models accounted for nearly half of all open-source AI downloads from February 2025 to 2026, according to data from the popular AI platform Hugging Face
- Guillermo Rauch, the CEO of the AI-coding platform Vercel, said that he is “genuinely impressed, almost shocked” by GLM-5.2’s coding abilities
Summary
In recent weeks, Silicon Valley has been fawning over an AI model released by a lab in China. In a sense, GLM-5.2 is China’s answer to Claude Code, Anthropic’s agentic assistant that has reshaped the AI boom. Now GLM-5.2, developed by the Chinese company Z.ai, rivals some of OpenAI’s and Anthropic’s top offerings and, by many measures, has leaped ahead of Google Gemini. Despite Silicon Valley’s awe over GLM-5.2, an inexpensive competitor couldn’t have come at a worst time for America’s frontier AI labs. Uber reportedly spent its entire 2026 budget for Anthropic models in only a few months. In some ways, America’s AI industry has been here before.