GLM-5.2 can only be competitive on non-Chinese silicon.
Micron trades for stability.
4 hyperscalers in the bag.
More regulatory meddling.
Another deal at very high margins.
Somewhere the message became garbled.
CPU tide floats all boats
Too big, too expensive, no ecosystem.
Early contracts could make OpenAI the cost leader.
Anthropic was good, Google is better.
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
China vs USA – Economic Illusion
GLM-5.2 can only be competitive on non-Chinese silicon.