# 智谱AI探索定制ASIC芯片，GLM-5.2使用量一周暴涨27倍

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-07-07 23:45
- AIHOT 分数：50
- AIHOT 链接：https://aihot.virxact.com/items/cmratx0xs00zhihogtycydloy
- 原文链接：https://x.com/rohanpaul_ai/status/2074520295759905093

## AI 摘要

据The Information，智谱AI在DeepSeek之后也开始探索定制ASIC芯片，原因是其GLM-5.2使用量一周内暴涨27倍。定制ASIC虽牺牲灵活性，但可降低功耗和每token成本。Nvidia GPU适合通用场景，大规模推理需针对性设计。智谱尚未选定合作伙伴，项目或需两年以上。此前DeepSeek已自研推理芯片以摆脱对Nvidia和华为的依赖，但芯片工作尚处早期，大规模制造受美国限制先进代工厂和高带宽内存的制约。

## 正文

Per The Information, Zhipu AI is also (after DeepSeek) exploring a custom ASIC after GLM-5.2 usage reportedly jumped 27x in one week.

A custom ASIC removes flexibility, but it can cut power draw and per-token cost.

Nvidia GPUs are strong general-purpose machines, but inference at scale has different economics. A fixed model can run better on silicon designed around its own repeated operations.

Zhipu has not chosen a partner, and the project may take more than 2 years.

The pattern is now bigger than one Chinese lab or one model launch. Chinese AI companies are trying to make software, hardware, and deployment less separable.

### 引用推文

> Rohan Paul：DeepSeek is building an inference chip to cut dependence on Nvidia and Huawei in China’s $50B AI-chip market. DeepSeek’s chip work is still early, with outside ...