30초 요약
Matthew Berman discusses reports that DeepSeek is developing an AI chip and that Zhipu is considering a custom processor. He sees reduced reliance on external suppliers as a strategic motivation. The reports describe development and exploration, not evidence that either company's proposed chip is already manufactured or deployed.
- 1A reported chip projectBerman says DeepSeek is reportedly working on a chip; the report does not establish a completed product.
- 2Reducing relianceHe argues that custom hardware could reduce dependence on Nvidia and give model developers more control.
- 3Zhipu also exploringBerman mentions reports about Zhipu, the company behind GLM-5.2. Model rankings depend on the evaluation.
핵심 정리
- Reports in July 2026 said DeepSeek was developing a custom AI chip and Zhipu was exploring one.
- Berman argues that proprietary chips could reduce dependence on external hardware suppliers.
- Designing a chip does not by itself guarantee control over fabrication, equipment or the whole supply chain.
- His description of GLM-5.2 as the best open model is an opinion, not a universal ranking.
챕터별로 다듬은 전문 읽기
DeepSeek and custom chips
Berman discusses reports of a DeepSeek chip project and its potential strategic appeal.
Matthew Berman discusses reports that DeepSeek, a Chinese AI model developer, is working on a custom AI chip. Reuters reported the development in July 2026 based on people familiar with the matter. The report concerns a project in development, not proof that the resulting chip has been manufactured or deployed.
Berman argues that making custom chips could reduce dependence on outside suppliers such as Nvidia and give a company more control over its AI stack. A chip design alone does not establish control over fabrication, equipment and the wider supply chain.
Another model developer
He says Zhipu is also reportedly considering an AI chip. The clip does not establish that either project has produced hardware.
He adds that Zhipu, the developer of GLM-5.2, is also reportedly considering its own AI chip. His description of the model as the best open model is his assessment, and the brief clip does not provide a benchmark establishing a universal ranking.
같은 채널의 다른 글
34:21EN
Matthew Berman· 2026년 10월 27일Matthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.
0:26ENMatthew Berman· 2026년 10월 25일Sam Altman on Human Values and Problem-Solving in an AI WorldSam Altman · OpenAIIn a short interview excerpt, Altman considers the enjoyment of solving hard problems and the human role in interpreting results.
0:36ENMatthew Berman· 2026년 10월 25일Kimi K3.1 and a Rubik’s Cube Solver DemonstrationMatthew Berman · Forward FutureMatthew Berman shows a scrambled virtual cube being solved and gives the Kimi K3.1 test a favorable assessment.
0:21ENMatthew Berman· 2026년 10월 24일An AI-Generated Kimi Benchmark Chart Used Invented ScoresMatthew Berman · Forward FutureMatthew Berman asks for a graph of Kimi K3.1 Pro benchmarks, then discovers that the displayed figures are illustrative placeholders.
25:50ENMatthew Berman· 2026년 10월 24일Kimi K3.1 Pro Tested: Strong 3D Demos, Uneven Results and Competitive PricingMatthew Berman · Forward FutureMatthew Berman tests the open-weight model on coding, 3D rendering and visual explanations, then compares benchmark results and prices.
32:20ENMatthew Berman· 2026년 10월 23일Who Is Local AI For? The Costs, Trade-offs and a Hybrid FutureMatthew Berman · Forward FutureMatthew Berman weighs data control and independence against hardware cost, setup complexity and inference speed.