Zhipu's GLM-5.3 listed on Amazon Bedrock under revenue-sharing deal
In short
Amazon Bedrock, Amazon Web Services' model platform, has added Zhipu's GLM-5.3, with AWS sharing revenue with Zhipu based on model call volume, according to the company and reports. Zhipu has recently struck similar revenue-share arrangements with several overseas cloud vendors and, in China, with Alibaba Cloud's Bailian platform, while Huawei Cloud has listed GLM-5.3 and reached intent on a similar deal. Zhipu shares rose more than 7%, CLS reported.
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Amazon Bedrock, the large-model platform of Amazon Web Services, announced on Tuesday that it has added Zhipu's GLM-5.3, with AWS sharing revenue with Zhipu based on model call volume, according to CLS, Jiemian and IT Home. Jiemian reported the Bedrock announcement, and IT Home carried the same details citing a CLS report. [ 1 , 2 , 4 ]
The AWS arrangement is one of several, the reports said. Besides AWS, Zhipu has recently put revenue-sharing models in place with a number of overseas cloud vendors, and the company has previously said it plans to add a commercially scalable path through revenue sharing on overseas cloud platforms, CLS reported. In China, Zhipu has signed similar revenue-sharing agreements with leading cloud vendors including Alibaba Cloud's Bailian platform, while Huawei Cloud has listed GLM-5.3 and reached intent on comparable cooperation, according to the same reports. CLS described the arrangements as a revenue-sharing system spanning China and overseas. [ 1 , 2 ]
IT Home, citing the CLS report, also carried Zhipu's disclosed results: first-half 2026 revenue of 954 million yuan, up 399.7% year on year, and an attributable loss of 2.071 billion yuan, 12.1% narrower than a year earlier. It said Zhipu announced in September a financing of about $5 billion, made up of roughly $2 billion in share placement and about $3 billion in convertible bonds, intended for research on next-generation GLM foundation models and a fully self-training system, and for large-scale training, production inference, computing resources and related technical infrastructure. [ 2 ]
In the market, CLS reported that Zhipu shares rose more than 7% on the day the GLM-5.3 listing was reported. [ 3 ]
Why it matters
The arrangement adds an overseas revenue-sharing channel for a Chinese model developer and extends a similar model at home, which the documents describe as a commercial path Zhipu expects to scale. The financial figures reported by IT Home show rapid revenue growth alongside a continuing attributable loss, so the significance of the channel depends on volumes not disclosed in the documents.
Key facts
- Amazon Bedrock, AWS's large-model platform, announced it has connected Zhipu's GLM-5.3, with AWS sharing revenue with Zhipu based on model call volume. [ 1 , 2 , 4 ]
- Besides AWS, Zhipu has recently reached revenue-sharing arrangements with several overseas cloud vendors, according to the reports. [ 1 , 2 ]
- In China, Zhipu has signed similar revenue-sharing agreements with leading cloud vendors including Alibaba Cloud's Bailian platform, and Huawei Cloud has listed GLM-5.3 and reached intent on a similar cooperation. [ 1 , 2 ]
- Zhipu shares rose more than 7% on the day of the listing, CLS reported. [ 3 ]
- Zhipu's reported first-half 2026 revenue was 954 million yuan, up 399.7% year on year, with an attributable loss of 2.071 billion yuan, narrowing 12.1%. [ 2 ]
- Zhipu announced in September a financing of about $5 billion, comprising about $2 billion in share placement and about $3 billion in convertible bonds, for next-generation GLM foundation models and a fully self-training system, training, inference and computing resources. [ 2 ]
Confirmed by several sources
- Amazon Bedrock has listed Zhipu's GLM-5.3, with AWS sharing revenue with Zhipu based on model call volume. [ 1 , 2 , 4 ]
- Zhipu has agreed revenue-sharing models with cloud vendors in China and abroad, including Alibaba Cloud's Bailian platform, while Huawei Cloud has listed GLM-5.3 and reached intent on similar cooperation. [ 1 , 2 ]
Still unclear
- The financial terms of either the overseas or domestic revenue-sharing arrangements. No document states the split, rates or expected amounts.
- The names of the other overseas cloud vendors that Zhipu has reached revenue-sharing arrangements with. Only covered by one outlet's report and no vendors are named.
- Whether the Huawei Cloud cooperation has been finalised. The documents say only that intent has been reached, not that a contract was signed.
- Zhipu's first-half financial figures and September financing details. They appear in one outlet, which attributes the results to earnings disclosures; no other document in the set repeats them.
- The size and basis of the share price move. Only one outlet reports the gain, without intraday detail or an exchange reference.
What local media are saying
Timeline, local time
- CLS reports exclusively that Amazon Bedrock has added Zhipu's GLM-5.3 and that AWS shares revenue with Zhipu by model call volume. [ 1 ]
- IT Home, citing the CLS report, carries the listing and adds Zhipu's first-half financials and September financing. [ 2 ]
- CLS reports Zhipu shares up more than 7% on the GLM-5.3 listing. [ 3 ]
- Jiemian reports that Amazon Bedrock announced the GLM-5.3 integration. [ 4 ]