Emad@EMostaque

2026-06-17 19:30·15天前

AI 摘要

值得注意的是 @Zai_org 在 @Huawei Ascend 芯片上训练，没有 NVIDIA (!) 因此你拥有前沿 -3 个月，完全中国堆栈，便宜 90%。我估计总成本为 2500 万美元，主要在后训练（80%） @Zai_org 市值现在接近 1000 亿美元，$$ 在开源中！

Important to note @Zai_org train on @Huawei Ascend chips， no NVIDA （！）

So you have frontier -3 months on a fully Chinese stack， 90% cheaper.

Would estimate the total cost of this to be $25m， largely post training （80%）

@Zai_org market cap now nearly $100b， $$s in open source！

Zixuan LiFinally, Artificial Analysis Intelligence Index concludes the GLM-5.2 release.

Emad@EMostaque · X

2026-06-17 19:30·15天前

AI 摘要

Important to note @Zai_org train on @Huawei Ascend chips， no NVIDA （！）

So you have frontier -3 months on a fully Chinese stack， 90% cheaper.

Would estimate the total cost of this to be $25m， largely post training （80%）

@Zai_org market cap now nearly $100b， $$s in open source！

Zixuan LiFinally, Artificial Analysis Intelligence Index concludes the GLM-5.2 release.