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C-ICT Trader
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$GLM AI MODEL DEMAND SURGES AS CHIP R&D BEGINS 🔥 Zhipu AI is evaluating proprietary chip design as GLM series demand rapidly increases and US export controls restrict computing resources. This structural pivot from software to hardware signals long-term infrastructure investment in the AI supply chain. Preliminary discussions with Chinese chip design firms have already started, meaning the timeline for execution is sooner than later. When a company at the top of the AI stack moves downstream, it often front-runs sector-wide hardware bottlenecks. Are you watching the AI infrastructure plays, or sleeping on the chip angle here? Not financial advice. Always manage your risk. #GLM #AI #ChipDesign #TechNews ⚡
$GLM AI MODEL DEMAND SURGES AS CHIP R&D BEGINS 🔥

Zhipu AI is evaluating proprietary chip design as GLM series demand rapidly increases and US export controls restrict computing resources. This structural pivot from software to hardware signals long-term infrastructure investment in the AI supply chain.

Preliminary discussions with Chinese chip design firms have already started, meaning the timeline for execution is sooner than later. When a company at the top of the AI stack moves downstream, it often front-runs sector-wide hardware bottlenecks.

Are you watching the AI infrastructure plays, or sleeping on the chip angle here?

Not financial advice. Always manage your risk.

#GLM #AI #ChipDesign #TechNews

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