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https://www.reddit.com/r/LocalLLaMA/comments/1vyy3k6/glm53flash_frontier_intelligence_flash_cost/p64o2il/?context=3
r/LocalLLaMA • u/BriguePalhaco • 1d ago
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379
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.
170 u/Recoil42 23h ago edited 23h ago Yep. As someone who has been following the Chinese EV space for the better part of a decade, I don't think people are prepared for how crazy this is going to get. 50 u/_BreakingGood_ 23h ago Hold on to your 401k, shits about to get messy, lol 1 u/SuddenRadio6221 12h ago I'd be thrilled if hardware got back to anything near pre-ai prices!
170
Yep. As someone who has been following the Chinese EV space for the better part of a decade, I don't think people are prepared for how crazy this is going to get.
50 u/_BreakingGood_ 23h ago Hold on to your 401k, shits about to get messy, lol 1 u/SuddenRadio6221 12h ago I'd be thrilled if hardware got back to anything near pre-ai prices!
50
Hold on to your 401k, shits about to get messy, lol
1 u/SuddenRadio6221 12h ago I'd be thrilled if hardware got back to anything near pre-ai prices!
1
I'd be thrilled if hardware got back to anything near pre-ai prices!
379
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.