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7h ago
Cheap Chinese and open source LLMs could trigger trillion-dollar AI infrastructure 'reset'
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A financial analyst is questioning whether the collapse in AI costs owing to the arrival of Chinese, low-cost and open source models will cause a “reset” in the AI story as cloud providers struggle to recoup trillions of dollars of capital spending. In a recent research note focused on Asian markets, Jefferies estimates that about half of the roughly $2.3 trillion contracted backlog at Microsoft, Alphabet, Amazon and Oracle is owned by OpenAI and Anthropic. Yet Chinese AI models, open source/wei
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