CEO de Nansen: La infraestructura de IA podría volver a valorarse, y la burbuja explotará tras la incorporación de modelos chinos por parte de las empresas

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Golden Finance reports that Nansen, an on-chain analyst platform, CEO Alex Svanevik stated that when companies begin to effectively utilize Chinese large models, the bubble in the artificial intelligence industry may burst. The US regulatory environment may restrict this process, but the overall trend remains that Chinese models are becoming more efficient, capable of running on non-cutting-edge hardware, while global GPU supply (including non-Nvidia chips) is increasing.
Alex Svanevik also pointed out that recently, the rental prices of H100 and H200 GPUs have decreased, reflecting a change in the supply and demand structure of computing power, and raised the question of "how to interpret the market signal of declining GPU rental prices." As model efficiency improves and GPU supply expands simultaneously, the AI infrastructure market may be entering a phase of re-pricing.
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