Zhipu AI, during its interim results press conference and analyst meeting on August 31, for the first time provided official guidance for an ARR (Annual Recurring Revenue) of $2.4 billion by year-end, and revealed that ARR had already reached $1.6 billion by the end of August. Company Secretary Xiao Lei candidly stated that the current ARR level is equivalent to Anthropic's level in March 2025, meaning Zhipu AI is still approximately 17 months behind, but has narrowed the initial 24-month gap by 7 months. Additionally, while the average selling price of Zhipu AI's API has increased by about 101%, token call volume has grown over 40 times since the beginning of the year, and the daily average call volume from the top ten users, measured by revenue, has increased 98 times. The company has also set a target to achieve a gross profit margin of over 50% within 12-18 months and disclosed that its GLM-5.3 Flash model has achieved large-scale real-traffic operation on domestic chip clusters.