China Just Challenged Nvidia With 100,000 Chips — Nvidia Should Be Worried

By Quantum Silk Route

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#China #nvidia #chipwar China may have just exposed a major weakness in the global AI chip blockade. In August 2026, Chinese AI company Zhipu AI revealed that its mysterious “Ox Alpha” model was actually GLM-5.3-Flash — a highly capable AI model that attracted massive attention before its identity was revealed. The biggest claim came next: Zhipu said the model's inference workload was served on a cluster containing more than 100,000 domestically produced Chinese AI chips. If that claim holds up, it could represent a major shift in the China–Nvidia AI race. For years, US export controls have been designed around one fundamental assumption: restrict China's access to advanced AI accelerators, and Chinese AI companies will struggle to scale their models and serve them efficiently. But inference is different from training. Training a large AI model in a controlled environment is one challenge. Serving millions of real-world requests at scale is another. In this video, we examine th

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