Zhipu AI just IPO’d, and compute is still the bottleneck

SG Visual Research
01-19
$智谱(02513)$  

Zhipu AI has just gone public.

Discussion focuses on models and tech.

At this stage, the picture is pretty clear:

revenue is growing, usage is expanding,

but compute costs remain heavy.


Zhipu and Huawei jointly develop open source GLM-Image model, triggering a surge in stock prices
The stock price of Zhipu (02513) rose by more than 8% during the session, hitting a new high for listing. Because its multi-modal image generation model GLM-Image jointly developed with Huawei reached the top of the Hugging Face Trending list in less than 24 hours, it attracted great attention from the market.
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