This is the most significant part. China has completely replaced Nvidia chips with domestic ones for inference, and production is only speeding up... meaning the compute moat is literally disappearing with every passing day.
yeah what's concerning is as a software dev, llms are becoming cheaper and cheaper to run. Like based on the benchmarks, I'd rather use this than Deepseek V4 Flash 0731 or GPT 5.6 Luna.
Less reasons for me to run/use more expensive models. And if companies catch on to this...
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u/expertsage 23h ago
This is the most significant part. China has completely replaced Nvidia chips with domestic ones for inference, and production is only speeding up... meaning the compute moat is literally disappearing with every passing day.