Comment by blibble
14 hours ago
> The amount of compute in the world is doubling over 2 years because of the ongoing investment in AI (!!)
which is funded by the dumping
when the bubble pops: these DCs are turned off and left to rot, and your capacity drops by a factor of 8192
> which is funded by the dumping
What dumping do you mean?
Are you implying NVidia is selling H200s below cost?
If not then you might be interested to see that Deepseek has released there inference costs here: https://github.com/deepseek-ai/open-infra-index/blob/main/20...
If they are losing money it's because they have a free app they are subsidizing, not because the API is underpriced.