Ox Alpha has been unveiled as GLM-5.3-Flash, but what's shocking is that the 100T tokens per day is served on Chinese chip. (1/3)🧵

100T tokens per day free tokens and people were saying only frontier labs has this amount of compute. (2/3) https://t.co/7DyX5G8bpx
But ALL traffic was served on Chinese chips, attaining hardware efficiency and per-token cost comparable to Nvidia GPUs. The cuda moat is being tested once again after Jalapeño's announcement yesterday. (3/3)

If frontier-scale is genuinely running on non-Nvidia Chinese silicon at comparable per- cost, the assumptions behind compute scarcity and token pricing shift. Treat as one analyst's claim pending corroboration.
Checking sign-in…
Loading comments…