The bet could be that they’ll ultimately be able to sell hardware capable enough of running local models comfortably.
If China is able to undercut Nvidia on high performance local AI hardware, they will pop the AI bubble in a matter of days.
They wouldn't even need to make something equivalent to the latest hardware. A Chinese RTX 3090 equivalent would be enough.
alt Hacker News
If China is able to undercut Nvidia on high performance local AI hardware, they will pop the AI bubble in a matter of days.
They wouldn't even need to make something equivalent to the latest hardware. A Chinese RTX 3090 equivalent would be enough.