What GLM-5.3 Flash running on Chinese hardware actually means
Summary
Martin Alderson analyzes the claim that GLM-5.3 Flash runs inference entirely on Chinese HiSilicon hardware, comparing it with Western GPUs and discussing manufacturing limits (EUV), memory export controls, and power efficiency. He argues that while the feat is impressive, real-world efficiency gaps persist and scale may come with economic tradeoffs, affecting global AI infrastructure and cost of ownership.