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also, it's very much possible that the chinese companies get heavy investments from the state. Since it's very hard to get this info we have no idea wether they
by mvanbaak 4mo ago
also, it's very much possible that the chinese companies get heavy investments from the state. Since it's very hard to get this info we have no idea wether they really make a profit or not.
- throwaway-away 4mo agoI agree, and find that very plausible. I mean, for the CCP a few billions to subsidize domestic AI companies is a tiny investment with a potential huge payoff. It prevents (or at least make it harder for) US companies to build a monopoly on LLM tech and it could help popping the bubble which would weaken the US economy. In fact, if I remember correctly, the AI infrastructure build-out is what is keeping the US from a technical recession.
- wqaatwt 4mo agoThe R&D is of course subsidized but a lot/most(?) of these inference providers are not Chinese
- sarchertech 4mo agoIf the Chinese companies are subsidized anyone who wants to compete with them has to match their price.