Alex Svanevik: AI infrastructure faces repricing, and the foam may burst

Alex Svanevik, CEO of Nansen, said that as enterprises began to use China's big model, the AI industry foam might burst. The efficiency of Chinese models is improving and they can run on non cutting-edge hardware. Global GPU supply is increasing, and the rental prices of H100 and H200 GPUs are decreasing. The AI infrastructure market is entering a phase of repricing.