NVIDIA’s moat takes another hit: The "Niulai" model GLM-5.3 Flash processes a massive 23 trillion tokens, all running on domestic Chinese chips.
50 minutes ago
Insight Beating AI News Flash: After the launch of GLM-5.3 Flash, Zhipu AI confirmed a previously undisclosed detail: all inference computing power for Ox Alpha during its anonymous testing phase came from domestically produced Chinese AI chips. Ox Alpha processed 23.2 trillion tokens in just six full calendar days after going live on OpenRouter, more than twice the throughput of DeepSeek-V4-Flash over the same period. OpenCode previously even claimed its backend can provide a daily free quota of 100 trillion tokens. Zhipu AI noted that it has optimized end-to-end inference performance on the same domestic Chinese hardware to three times its original level, and its current hardware efficiency and per-token cost are nearly on par with mainstream NVIDIA GPUs. SemiAnalysis specifically singled out this fact. Earlier, when the public saw the daily 100 trillion token supply capacity, they wondered if such a scale could only be supported by top-tier labs and NVIDIA GPUs. It turns out that all operations here were entirely powered by domestically produced Chinese chips from start to finish.
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