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A Vectoral research series maps the gray-market supply chain that routes Western AI model access to Chinese buyers at discounts up to 97.8% off official pricing. The infrastructure is four layers deep, runs on open-source gateways, and poses a model-distillation risk that goes beyond simple revenue loss for providers.
Read more →MiniMax released open weights for H3 on August 3 — a 33B video generation model that produces native stereo audio in the same forward pass as video and currently tops open-weight video rankings. The catch is a geographic restriction that effectively prohibits use in the US, EU, UK, and South Korea, the result of active copyright litigation from Hollywood studios and regulatory uncertainty in Western markets.
Read more →Meituan's LongCat-2.0 — a 1.6T-parameter open-weight MoE trained entirely on domestic Chinese ASICs — spent two months deployed anonymously on OpenRouter as "Owl Alpha," quietly reaching #1 on Hermes Agent and #2 on Claude Code before the company claimed it. The reveal is technically notable, but the verification gaps are worth keeping in view.
Read more →Meituan open-sourced LongCat-2.0 today — a 1.6-trillion-parameter MoE with a 1M-token context window trained entirely on domestic Huawei Ascend ASICs. It is the first plausible demonstration that frontier-scale pre-training is achievable without NVIDIA hardware, arriving on the same week that US export restrictions on Anthropic's top models remained in partial force.
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