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Nansen CEO: AI infrastructure may be repriced, and the bubble will burst after enterprises adopt Chinese models
Alex Svanevik also pointed out that recently, the rental prices for H100 and H200 GPUs have decreased, reflecting changes 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.