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SemiAnalysis
@SemiAnalysis_ ·
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SemiAnalysis
@SemiAnalysis_
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)🧵
Summary
Ox Alpha, revealed to be GLM-5.3-Flash, is serving 100 trillion tokens per day on Chinese chips rather than Nvidia GPUs, achieving comparable efficiency and cost-effectiveness. This development challenges Nvidia's CUDA dominance and shows that frontier-level AI compute can be delivered efficiently on alternative hardware.
Aug 26, 2026
3 tweets
♥ 2.7K
SemiAnalysis
@SemiAnalysis_
There are a lot of haters of @elonmusk, but we believe that, due to Elon's first-principles engineering, SpaceX has likely found a handful of sites to deploy the remaining GW, and the 10GW 2027 target...
Summary
The thread argues that Elon Musk's engineering approach at SpaceX makes achieving ambitious deployment targets feasible, and defends him against critics who doubt his ability to accomplish seemingly impossible goals.
Aug 18, 2026
2 tweets
♥ 3.1K