Ep. 038 - GLM 5.3 on AMD, NVIDIA, and Chinese Chips From Day One (InferenceX) | Kimbo Chen, Wenyao Gao, Jordan Nanos

GLM 5.3 only attends to the tokens that matter. It still has to keep every one of them.

Kimbo Chen (@kimbochen) and Wenyao Gao (@gao_wenyao) join Jordan Nanos (@JordanNanos) to dig into AMD catching NVIDIA on InferenceX, how post-training alone pushed an open-weight model within reach of Mythos, and whether Z.ai quietly tuned it for Chinese chips. The team also looks at how GLM 5.3 became a fallback when Claude and GPT refuse security work.

Chapters:
0:00 Cold Open
0:37 Sparse Attention 101
4:46 HiCache and HiSparse
10:13 AMD Catches NVIDIA
12:54 Capacity vs Bandwidth
18:44 The Frankenstein Flash
20:09 Mythos-Class From China?
22:52 Post-Training Pipeline
32:32 Chinese Chips, Day One
39:54 GLM 5.4 and Beyond

Read the full article: How GLM 5.3 Sparse Attention Affects HBM Memory Usage
newsletter.semianalysis.com/p/sparse-savings-p…