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  1. Huxiu

    After Nvidia chips became hard to buy, what keeps China's large models running?

    A Huxiu analysis points out that domestic computing power can now cover large model operation: Zhipu's domestic-chip inference cluster has reached a scale of 100,000 cards, and Meituan's LongCat-2.0 has also completed training on domestic computing power. However, Ascend 910C achieves an MFU of about 30%-35% in trillion-parameter post-training, lower than H100's 40%-50%. The article breaks computing efficiency into three variables—chips, software, and models—and compares the four paths of Zhipu, MiniMax, DeepSeek, and Kimi, concluding that Zhipu has the highest short-term certainty, while DeepSeek has the greatest medium-term elasticity. The author proposes three tracking indicators—capacity, efficiency, and cost—and argues that only when all three improve simultaneously can domestic computing power shift from a backup option to a cost advantage.

    A Huxiu analysis points out that domestic computing power can now cover large model operation: Zhipu's domestic-chip inference cluster has reached a scale of 100,000 cards, and Meituan's LongCat-2.0 has also completed training on domestic computing power. However, Ascend 910C achieves an MFU of about 30%-35% in trillion-parameter post-training, lower than H100's 40%-50%. The article breaks computing efficiency into three variables—chips, software, and models—and compares the four paths of Zhipu,

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