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@SemiAnalysis_· @SemiAnalysis_ · X·· 2026-09-05AI 评分60
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SemiAnalysis 指出,某厂商首次正式披露已在超过 10 万个国产加速器上运行推理,并称由 GLM-5.3 驱动的内部基础设施 agent 将基础设施优化所需时间减半。

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They also officially disclosed, for the first time, that they have achieved running inference on over 100k Chinese accelerators. They cite the GLM-5.3 powered internal infra agent to have halved the time needed to optimize the infra.
Although their English translated report said "a cluster of...", we believe this is a translation ambiguity, as the Chinese version only said "100k-level", without mentioning that they are in one cluster. In a recent note to our clients, we broke down where we think GLM-5.3 could be served, and how. (2/3)
https://t.co/H1RSZwHlSA

来源:@SemiAnalysis_ · x.com