Coinbase joins the rush to Chinese AI models as Western labs face a pricing stress test

Coinbase CEO Brian Armstrong is switching his company to Chinese AI models like GLM 5.2 and Kimi 2.7. An automated routing system picks the best model for each request based on task and price, and better caching pushed the hit rate from 5 to 60 percent. Coinbase has cut its AI spending in half even as token usage keeps climbing.

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