June 30, 2026
- Coinbase confirmed switching internal AI workloads to open-weight Chinese models (GLM 5.2, Kimi 2.7, DeepSeek V4), cutting AI spend ~50% with reported ~9x per-workload cost gaps versus Claude — part of a broader procurement shift now naming Cursor, Shopify, Airbnb, Siemens and others moving to Chinese models. The Decoder · AI & Model Security