Apple in Talks to Buy Memory Chips From China's CXMT and YMTC as AI Squeezes SupplyCambricon Hits $147 Billion, Targets 500,000 AI Chips as China Races to Replace NvidiaByteDance's Doubao and Alibaba's Qwen to Shut Down AI Agent Features on July 15140 Trillion Tokens a Day: Inside China's Bid to Redefine AI LeadershipChina's Memory Makers Come for Samsung and SK Hynix — With Capital, Talent and State BackingGLM-5.2 and the 'Mini DeepSeek Moment': How Close Is China, Really?Baseten Raises $1.5 Billion Series F at $13 Billion Valuation as Inference Demand ExplodesDeepSeek Raises $7.4 Billion at $50 Billion Valuation in First-Ever External RoundApple in Talks to Buy Memory Chips From China's CXMT and YMTC as AI Squeezes SupplyCambricon Hits $147 Billion, Targets 500,000 AI Chips as China Races to Replace NvidiaByteDance's Doubao and Alibaba's Qwen to Shut Down AI Agent Features on July 15140 Trillion Tokens a Day: Inside China's Bid to Redefine AI LeadershipChina's Memory Makers Come for Samsung and SK Hynix — With Capital, Talent and State BackingGLM-5.2 and the 'Mini DeepSeek Moment': How Close Is China, Really?Baseten Raises $1.5 Billion Series F at $13 Billion Valuation as Inference Demand ExplodesDeepSeek Raises $7.4 Billion at $50 Billion Valuation in First-Ever External RoundApple in Talks to Buy Memory Chips From China's CXMT and YMTC as AI Squeezes SupplyCambricon Hits $147 Billion, Targets 500,000 AI Chips as China Races to Replace NvidiaByteDance's Doubao and Alibaba's Qwen to Shut Down AI Agent Features on July 15140 Trillion Tokens a Day: Inside China's Bid to Redefine AI LeadershipChina's Memory Makers Come for Samsung and SK Hynix — With Capital, Talent and State BackingGLM-5.2 and the 'Mini DeepSeek Moment': How Close Is China, Really?Baseten Raises $1.5 Billion Series F at $13 Billion Valuation as Inference Demand ExplodesDeepSeek Raises $7.4 Billion at $50 Billion Valuation in First-Ever External Round
LongCat-2.0 model illustration
Meituan / Geopolitechs
Research

Meituan Open-Sources LongCat-2.0: A 1.6T-Parameter Coding Model Trained Entirely on Chinese Chips

The MIT-licensed agentic coding model was trained from scratch on a 50,000-card cluster of domestic accelerators — the strongest evidence yet that China's AI stack can reach near-frontier scale without Nvidia.

D
Daniel ParkAI Correspondent
4 min read

Meituan — the Chinese food-delivery giant better known for scooters than supercomputers — has open-sourced LongCat-2.0, a 1.6-trillion-parameter agentic coding model released under the MIT license. The headline is not just the scale: Meituan says the model was trained from scratch on a 50,000-card cluster of domestically designed AI accelerators, with no Nvidia hardware in the training run.

The Model

LongCat-2.0 uses a Mixture-of-Experts architecture tuned specifically for agentic coding — long-horizon tasks where a model plans, edits, executes and iterates across a codebase — and carries a million-token context window, putting it on par with DeepSeek's latest flagship. Prior LongCat releases had quietly built a following among developers; the family has been leading portions of OpenRouter's usage charts, making this less a debut than a coronation.

Early benchmark claims place it near the frontier of open coding models, in the territory contested by Z.ai's GLM-5.2 and Moonshot's Kimi coding line. Independent verification, as always, will take weeks.

Why the Silicon Matters More Than the Scores

Every previous Chinese frontier-scale model carried an asterisk: trained on stockpiled or gray-market Nvidia GPUs, and therefore hostage to export-control enforcement. LongCat-2.0 removes the asterisk. A 1.6-trillion-parameter training run completed on a 50,000-card domestic ASIC cluster is the strongest public evidence to date that China's homegrown compute stack — chips, interconnects, software — now functions at near-frontier scale.

That claim lands directly in Washington's blind spot. US policy has assumed that restricting advanced chips would cap Chinese model quality; a credible domestic training stack converts that assumption into a countdown.

The Unexpected Messenger

That the proof came from Meituan, rather than a dedicated AI lab, is its own signal. China's tech giants are converting consumer-internet cash flows into sovereign-scale AI infrastructure, and open-sourcing the results under permissive licenses to win global developer adoption. With LongCat-2.0 joining GLM-5.2, DeepSeek V4 and the Qwen line, Chinese labs now supply most of the world's leading open-weight models — increasingly, on Chinese silicon end to end.

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