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Physix Frontier · News Briefing Card (IT Home · Oct 6, 2026)

Zhipu GLM-5.3 Lands on AWS Bedrock With Revenue Share

KEY FACTS

  • Amazon Web Services added Zhipu's GLM-5.3 model to its Bedrock platform on October 6.
  • AWS will share revenue with Zhipu based on model call volume.
  • Zhipu has recently struck revenue-sharing deals with several overseas cloud providers.
  • Huawei Cloud has already listed GLM-5.3 and reached an intent agreement with Zhipu on revenue sharing.
  • Zhipu posted 954 million yuan in revenue for the first half of 2026, up 399.7% year over year.

KEY DATA

954 million yuanH1 2026 revenue
399.7%YoY revenue growth
2.071 billion yuanNet loss attributable to shareholders
about $5 billionFunding raised

PHYSIX OBSERVATION

Zhipu is rolling out its revenue-share model across AWS, Alibaba Cloud, and Huawei Cloud, effectively trading cloud-vendor channels for overseas growth while sidestepping the high cost of building its own sales force. But with a 2 billion yuan loss in the first half and growth that, however explosive, still leaves open whether revenue sharing can cover compute spending. For users, more platform choices are a good thing, and a model price war may be one step closer.

Source: IT Home report