According to CCTV Finance, domestic procurement of AI computing cards in China is projected to reach 1.44 trillion RMB (approximately $198 billion USD) by 2029. This massive computing demand has convinced major investment institutions that China will birth multiple listed enterprises with market values in the trillions or even tens of trillions.
Amid this historic infrastructure wave, leading Chinese AI players are defining their next-stage strategic frontiers. Zhipu AI founder Tang Jie issued an internal letter titled "The Great Wave is Coming." The letter revealed that #Zhipu AI has experienced its most significant milestone, with its valuation soaring 10 times compared to its early days, officially joining the "Trillion HKD Club" in June 2026.
Despite this massive valuation jump, Tang stated in the letter that Zhipu AI will bypass short-term application monetization. Instead, it is targeting the ultimate heights of AGI: long-horizon tasks, fully autonomous agent systems, self-evolution, and extreme safety governance.
[AgentUpdate Depth Analysis] Zhipu AI's strategic pivot toward "fully autonomous agents" and "long-horizon task execution" marks a critical watershed in the global #AGI race. While early LLM monetization focused on immediate chat interfaces, the global frontier represented by leaders like OpenAI and Anthropic is rapidly moving toward complex, multi-step agentic workflows. Powered by China's projected 1.44 trillion RMB compute infrastructure, Zhipu's commitment to self-evolving agents highlights that the true commercial value of generative AI lies in independent workflow execution rather than static prompt replies. This transition will accelerate the shift of the AI Agent ecosystem from simple API integration to deeply embedded, autonomous digital workforces, fundamentally reshaping enterprise automation on a global scale.
