Zhipu's capital surplus vs GPU shortage may lead to US cloud rentals
teortaxesTex · x · 2026-08-22
The tweet discusses Zhipu's situation of having ample funds but limited GPU access. If model efficiency matches DSV4-Flash, Zhipu could simply rent GPU time from American providers. It's suggested that Zai's compute access might be surprisingly high, noting that 100T tokens/day of Flash training isn't an insurmountable amount.
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