{"id":120948,"date":"2026-07-28T03:05:08","date_gmt":"2026-07-28T03:05:08","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/120948\/"},"modified":"2026-07-28T03:05:08","modified_gmt":"2026-07-28T03:05:08","slug":"exclusive-chinese-ai-developers-may-shift-to-paid-weights-commercial-licensing-goldman-sachs","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/120948\/","title":{"rendered":"Exclusive | Chinese AI developers may shift to \u2018paid weights\u2019 commercial licensing: Goldman Sachs"},"content":{"rendered":"<p>Chinese artificial intelligence developers could start charging cloud platforms commercial licensing fees to host their <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/tech\/policy\/article\/3359791\/china-weighs-open-weight-ais-security-risks-against-national-tech-innovation-strategy-researchers?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">open-weight models<\/a>, according to the head of Asia internet research at Goldman Sachs, as firms look to capture more revenue from their soaring global use.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">However, because Chinese developers typically release their models under open-source terms, foreign platforms and developers can freely download, modify and host the software\u2019s core \u201cweights\u201d \u2013 the underlying parameters that encode their intelligence.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Ronald Keung, Hong Kong-based analyst at the US investment bank, said Chinese model builders could generate more revenue by requiring third-party providers to buy commercial licences to serve these models \u2013 a process known as inference \u2013 on their own infrastructure.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cDomestic growth in adoption is very fast, and we think there\u2019s considerable adoption among small and medium enterprises in the global market, and even larger [companies] are starting to consider using [Chinese models],\u201d Keung said.<\/p>\n<p>An open-source revenue gap<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Most Chinese models are currently distributed under permissive software licences, such as the MIT License, which originated from the Massachusetts Institute of Technology, allowing anyone to use, modify and host the models for free \u2013 even for commercial purposes.<\/p>\n","protected":false},"excerpt":{"rendered":"Chinese artificial intelligence developers could start charging cloud platforms commercial licensing fees to host their open-weight models, according&hellip;\n","protected":false},"author":2,"featured_media":120949,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,2310,2818,25,6010,1296,56012,930,61216,9603,61217,4516,10539,42736,9756],"class_list":["post-120948","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","tag-ai","tag-alibaba-cloud","tag-alibaba-group-holding","tag-artificial-intelligence","tag-deepseek","tag-goldman-sachs","tag-kimi-k3","tag-minimax","tag-mit-license","tag-moonshot-ai","tag-ronald-keung","tag-shanghai","tag-tencent-holdings","tag-z-ai","tag-zhipu-ai"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/120948","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=120948"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/120948\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/120949"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=120948"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=120948"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=120948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}