[CachedaCodes]

These and the Deepseek ones that were were cost reduced recently are perfectly capable models for the vast majority of light work and more.

It's funny thinking the US companies are hiking prices and Chinese ones do the opposite, it's obviously an strategy, but pretty funny

[MaxPock]

How are these "capacity constrained" Chinese companies running inference without Hoppers and Blackwells ?

[lukax]

Huawei Ascend AI Accellerators. DeepSeek V4 model architecture was optimized for Chinese hardware.

[martinald]

They can (not entirely sure how 'grey' market this is) either have subsidiaries outside of china (eg: singapore) that provide the inference and/or just rent it off the public gpu clouds.

[dijit]

Making their own NPUs for inference probably, you don't have to buy NVidia for inference. Google doesn't.

[axus]

https://www.cnbc.com/2026/03/19/us-tech-execs-smuggled-nvidi...