Odaily reported that Alex Svanevik, chief executive officer of on-chain analytics platform Nansen, said the artificial intelligence industry’s bubble could break when enterprises begin using Chinese large models effectively. He said the U.S. regulatory environment may limit that process, but the broader trend is that Chinese models continue to become more efficient and are able to run on hardware that is not at the absolute cutting edge.
Falling GPU rental prices point to a shift in compute supply and demand
Svanevik also noted that global GPU supply is increasing, including chips made by companies other than Nvidia. In his view, the recent decline in rental prices for H100 and H200 GPUs reflects a change in the structure of compute supply and demand.
Commenting on this market signal, Svanevik raised the question of how to interpret the drop in GPU rental prices. With model efficiency improving at the same time as compute supply expands, he said the AI infrastructure market may be entering a phase of repricing.