100T tokens/day traced to GLM-5.3-Flash on Chinese chips, validating export control impact
andrew_n_carr · x · 2026-08-27
The massive 100T tokens/day compute usage previously speculated to be Gemini has been identified as GLM-5.3-Flash running on domestic Chinese chips. This development validates Jensen Huang's observation on the Dwarkesh podcast that US export controls may be accelerating China's development of a NVIDIA-independent AI stack.
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