China’s frontier models already run on China’s own chips.

“Remember, the GLM-5 paper is almost a year old at this point. They say: ‘From the first day, GLM-5 is full-stack adapted to Chinese GPU ecosystems. We have successfully completed deep optimization, spanning from underlying kernels to upper-level inference frameworks, across seven mainstream domestic chip platforms, including Huawei Ascend, Moore Threads, Hygon, Cambricon, Kunlunxin, MetaX and Enflame.’”

“It’s not necessarily NVIDIA GPUs and kernels we’re talking about. They’re serving this model, at least they claim, for many months on seven different domestic Chinese accelerators.”

“People thought it was impossible that it’s served on GPUs by a Chinese lab, because Chinese labs aren’t that GPU rich. But turns out they’re using Chinese hardware. They plumb through everything, the kernels, the systems, while serving those models efficiently.”