I wonder how long they can keep the circus running though. They were obviously trying to vendor lock enterprise size businesses in before they eventually nuke the cost model, and Deepseek just preemptively slashed their cloud pricing probably knowing that everyone else will just migrate or even run on older cloud hardware which providers can sell by watt (and demand).

China might be behind on hardware, but their biggest wrench in the gears will probably just be popularizing their published LLMs which don’t require multiple nuclear powerplants to run lol.