Z.ai Archives - VAINETRA

AI firms may shift workloads from cloud to on premise infrastructure as security concerns rise: Jefferies

As AI models become cheaper and cybersecurity risks grow, enterprises may increasingly move AI workloads from public cloud platforms to their own infrastructure, according to a Jefferies report.

Team VAINETRA June 28, 2026

Artificial Intelligence

Chinese AI models shake up global AI race again as lower costs challenge US leaders

Chinese AI models are emerging as serious competitors to US AI leaders. Jefferies says lower cost models such as GLM 5.2 could accelerate AI adoption while driving fresh demand for data centres, memory chips and computing infrastructure.

Team VAINETRA June 28, 2026