hn • r/hackernews
Comment on: Who's afraid of Chinese models?
> 1. US frontier lab unit economics are betterThat's not generally true, since there is generally still much reliance on NVIDIA. The true low cost providers are Google with their TPU and vertically optimized stack, and Amazon with Trainium. However, Google does not have their own frontier model, and Anthropic (who are partially served by Amazon) are also paying a premium for extra NVIDIA-based capacity from SpaceX, maybe soon from Meta too.I don't know how the economics of domestic Chinese Huawei-based clouds (no NVIDIA) compares to the west, but since serving cost is mostly hardware depreciat