Chinezii ieftin și open source LLMs ar putea declanșa "reset" infrastructura AI de bilion de dolari

A financial analyst is questioning whether the collapse in AI costs owing to the arrival of Chinese, low-cost and open source models will cause a “reset” in the AI story as cloud providers struggle to recoup trillions of dollars of capital spending. In a recent research note focused on Asian markets, Jefferies estimat…