ComputeLabs Research

Zhipu AI (智谱) activated more than 50,000 domestically produced compute chips to support rising inference demand.

· ComputeLabs Research · from the August 10, 2026 edition

More than 50,000 domestically produced AI-compute chips have reportedly been activated for Zhipu AI (智谱) to address increasing inference demand. The source separately noted market reports from July 21 that Zhipu had built 1 gigawatt of domestic AI-compute infrastructure, but that capacity claim was presented as market information rather than an official confirmation.

Zhipu’s Model-as-a-Service platform reportedly had nearly 7 million registered application programming interface users, an increase of approximately 2 million since early July. The user base included 23,000 enterprise customers.

ZCode, Zhipu’s developer product positioned against Codex, surpassed 1 million users within one month of launch. The source also reported that Zhipu’s annual recurring revenue had increased fifteenfold during 2026.

An investor claimed that annual recurring revenue had reached $2 billion, but Zhipu officially denied that figure. The source subsequently cited a person close to the company as saying the actual number should be higher, but no official replacement figure was supplied; the disputed $2 billion claim therefore should not be treated as verified company revenue.

Additional reporting

  • Zhipu AI (智谱)

All 20 stories from August 10, 2026