Zhipu annual recurring revenue reaches $1 billion, 36Kr reports

The reported milestone as of July 2026 underscores how AI coding and video-generation models are emerging as the strongest revenue segments globally, alongside Anthropic's Claude Code.

Summary

Zhipu's annual recurring revenue reached $1 billion as of July 2026, 36Kr reported, citing multiple independent sources. Zhipu (02513.HK) did not respond to the report. The article framed the figure as part of a broader industry shift, saying AI coding and video-generation models have become the strongest AI revenue tracks globally, and noted that Anthropic's Claude Code also reached $1 billion ARR within six months.

Terms & Concepts
  • annual recurring revenue: Yearly revenue expected from repeat subscriptions or contracts.
  • ARR: Abbreviation for annual recurring revenue.
  • AI coding models: Artificial intelligence tools that generate or assist with software code.