Zhipu Reportedly Exploring Custom ASIC; GLM-5.2 Usage Surges 27x in a Week

rohanpaul_ai · x · 2026-07-07

According to The Information, following DeepSeek, Zhipu is also exploring custom ASIC; GLM-5.2 usage reportedly jumped 27x in one week. Custom ASICs sacrifice flexibility but reduce power and per-token cost, suitable for large-scale inference of fixed models. Zhipu has not yet selected a partner; the project may take over two years, reflecting the trend of Chinese AI companies extending from software to hardware.

Related event: Zhipu Explores In-House AI Chips Amid GLM Demand Surge(5 posts)→

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