The neocloud market for AI-focused cloud computing is shifting as major players enter. SoftBank Group and its telecom unit SoftBank plan to start a neocloud business next fiscal year, renting AI computing resources to U.S. companies. Meta is also stepping up plans to use its data centres for cloud services. Nvidia is expanding support for smaller cloud firms that lease its GPUs. Big cloud companies are also building forward deployed engineer teams for enterprise AI.

Chinese AI company Z.ai has officially launched Zcode, a free desktop coding tool designed for its flagship GLM-5.2 model, VentureBeat reported on Thursday. Zcode competes directly with Cursor, Claude Code, GitHub Copilot and Google Antigravity. Z.ai said Zcode is the official development environment for GLM-5.2. It supports macOS, Windows and Linux, and can connect to third-party models.