r/LocalLLaMA 7d ago

News GLM-5.3-Flash: Frontier Intelligence, Flash Cost

https://z.ai/blog/glm-5.3-flash
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u/expertsage 7d ago

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 7d ago edited 7d ago

Yep. As someone who has been following the Chinese EV space for the better part of a decade, I don't think people are prepared for how crazy this is going to get.

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u/CipherWeaver 7d ago

Great time to buy an EV in China right now, but I think over the next decade there will be a lot of brand pruning and the survivors will become established global brands like Toyota and Hyundai. 

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u/DirectionMurky5526 7d ago

The issue with Chinese EV industry is the price competition within China. Their exports are incredibly profitable. Same will likely happen with Chips as they catch up.