Chinese artificial intelligence developers could start charging cloud platforms commercial licensing fees to host their open-weight models, according to the head of Asia internet research at Goldman Sachs, as firms look to capture more revenue from their soaring global use.However, because Chinese developers typically release their models under open-source terms, foreign platforms and developers can freely download, modify and host the software’s core “weights” – the underlying parameters that encode their intelligence.Ronald Keung, Hong Kong-based analyst at the US investment bank, said Chinese model builders could generate more revenue by requiring third-party providers to buy commercial licences to serve these models – a process known as inference – on their own infrastructure.“Domestic growth in adoption is very fast, and we think there’s considerable adoption among small and medium enterprises in the global market, and even larger [companies] are starting to consider using [Chinese models],” Keung said.An open-source revenue gapMost Chinese models are currently distributed under permissive software licences, such as the MIT License, which originated from the Massachusetts Institute of Technology, allowing anyone to use, modify and host the models for free – even for commercial purposes.
Exclusive | Chinese AI developers may shift to ‘paid weights’: Goldman Sachs
As use of Chinese artificial intelligence soars, companies will look to boost revenue capture, says bank’s head of Asia internet research.
Chinese AI developers could charge cloud platforms for commercial inference licenses on open-weight models to capture rising global adoption revenue. Paid inference eliminates the cost advantage vs proprietary models, reshaping enterprise AI stack and procurement decisions.








