Nansen CEO: AI Infrastructure May Be Repriced, Bubble Could Burst After Enterprises Adopt Chinese Models

Odaily Planet Daily News Alex Svanevik, CEO of on-chain analytics platform Nansen, stated that when companies begin to effectively use large Chinese AI models, the bubble in the artificial intelligence industry may burst. While the US regulatory environment could limit this process, the overall trend remains that Chinese models are continuously becoming more efficient, able to run on non-cutting-edge hardware, while global GPU supply (including non-Nvidia chips) is increasing.

Alex Svanevik also pointed out that the recent decline in H100 and H200 GPU rental prices reflects changing dynamics in computing power supply and demand. He posed the question of how to interpret the market signal of declining GPU rental prices. As model efficiency improves alongside the expansion of computing power supply, the AI infrastructure market may be entering a phase of repricing.