Yea, I wouldn’t be surprised if Samsung and SK Hynix would come to regret their deals with OpenAI once the Chinese have ramped up production and price them out of the market.

This. As with any technology, it will always improve. The American government helped the Chinese by barring the chips from them, meaning they had to program more efficient models.

We don’t know if they’re actually more efficient because ClosedAI and Anthropic won’t tell us how (in)efficient their models are, whether they’re running quants, etc. Kimi K3 is about 3 terabytes of VRAM unquantized so I wouldn’t call the Chinese models super efficient either. The “efficient” models are the distillations and particularly quantized versions of some Chinese models. Nothing stopping ClosedAI and Anthropic from doing the same if they’re willing to lose a bit in accuracy.

Yeah, but that news won’t make a boardroom happy.

The local models require massive amounts of ram that isn’t available for most consumer hardware

I do hope the bubble bursts soon but low ram and local ai aren’t compatible

Ay, if you are sure about that, buy calls (or puts, idk) from open AI and 2x your money!