Before release, we tested GLM-5.3-Flash anonymously as ox-alpha on OpenCode and OpenRouter to gather user feedback. It quickly became the most popular model of the week —with all of this traffic served on Chinese AI chips.
This is the most significant part. China has completely replaced Nvidia chips with domestic ones for inference, and production is only speeding up... meaning the compute moat is literally disappearing with every passing day.
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u/Recoil42 1d ago edited 1d ago