alt Hacker News> I think they do not believe that big corporations in the US or Europe would actually use chinese models in their business operations due to security, regulatory and/or business continuity concerns.
They'd be wrong. Especially about Europe. Many companies are in a bind about this: they can't upload their confidential files to a service provider but they do want AI. So right now they end up with a choice: do nothing, breach their contracts, use a service provider that pinky promises not to share their data (which we have already seen they will violate) and run local models.
The latter is the reason you can't buy powerful GPUs for reasonable prices because a local model (GLM 5.3, DS 4, etc) + some hardware is all you need to solve the problem in a way that avoids the legal issues.
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The other choice is AWS Bedrock, if it happens to have the model you're interested in. They do have GLM-5.3. They don't have DS-4 or 4.1 yet, and updates are intermittent at best, but they're already on the trusted provider list for anywhere large enough to be interesting.
You do realize there are hundreds of datacenters in Europe and the US that rent GPUs to European companies, right? You don't have to buy a GPU or even figure out how to use one. Pay for SageMaker.
Europe isn't in a bind. They can, and have been, running open weights on inference providers around the world. And they pay a premium for US models and accept its risk for the same reason they remain US allies. The cost is worth it.
You can’t buy gpus at reasonable prices because US frontier labs are spending nearly a trillion dollars this year on data center buildout, not because some mid tier European insurance co needs to serve deepseek