alt Hacker News> unless China is pumping out domestic chips cheaply enough
They are. Nvidia makes A LOT of profit. Hey, top stock for a reason.
> I wouldn't be surprised if things like DS were trained and now hosted on Nvidia hardware
DS is "old". I wouldn't study them. The new 1s have a mandate to at least run on local hardware. There are data center requirements.
I agree it could still be trained on Nvidia GPUs (black market etc), but not running.
> The new 1s have a mandate to at least run on local hardware.
They do? Source?
But if that's true, it would explain why Minimax, Z.ai and Moonshot are all organized as Singaporean holding companies, with claimed data center locations (according to OpenRouter) in the US or Singapore and only the devs in China. Can't be forced to use inferior local hardware if you're just a body shop for a "foreign" AI company. ;)