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by cyber_kinetist 40 days ago
Yeah even the Chinese open models have a problem that inference costs for these aren't that cheap. The only way out for the AI bubble collapse is simply more efficient hardware at lower costs and infrastructure setup downtime.
2 comments

It’s just an introduction price to speed up adoption for the rest of the month, hardly worth mentioning compared to subsidized coding plans.

We know DS runs profitable, they also indicate in their paper they expect prices to drop as they get access to the next gen Huawei cards.

You can imagine the GPUs cost as fixed, then your costs becomes energy. Efficient hardware and lower costs will pop the bubble faster. The only way out is profit.