Jefferies Flags GLM-5.2 as Bigger Enterprise AI Threat Than DeepSeek

Jefferies analysts argue Zhipu AI's GLM-5.2 could outpace DeepSeek as a disruptor to Western AI leaders by shifting competition from raw capability to cost leadership in the enterprise market.

bt-corporate · 6/28/2026, 3:44:34 PM · Ask about this →