According to ME News, on June 20 (UTC+8), Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that the AI industry’s bubble may burst when enterprises begin effectively utilizing China’s large models. While the U.S. regulatory environment could hinder this progress, the overall trend remains that Chinese models are becoming increasingly efficient, capable of running on non-cutting-edge hardware, as global GPU supply—including non-NVIDIA chips—continues to rise. Alex Svanevik also noted that recent declines in H100 and H200 GPU rental prices reflect shifting dynamics in compute supply and demand, raising the market question: “How do we interpret the drop in GPU rental prices?” As model efficiency improves alongside expanding compute supply, the AI infrastructure market may be entering a phase of repricing. (Source: ODAILY)
Nansen CEO: AI Infrastructure May Be Repriced as Chinese Models Gain Traction
KuCoinFlashShare
Summary
Nansen CEO Alex Svanevik said the AI industry could face a bubble burst as Chinese large models gain traction. On-chain data shows these models are becoming more efficient and can run on non-front-end hardware. The Fear & Greed Index in the AI sector may shift as global GPU supply increases, including non-NVIDIA chips. Rental prices for H100 and H200 GPUs have declined, signaling a change in demand for computing power. Svanevik said the AI infrastructure market is likely entering a repricing phase.
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.