Nansen CEO: AI Infrastructure May Be Repriced, Bubble Could Burst After Enterprises Adopt Chinese Models

CoinFeed June 20 news, on-chain analyst platform Nansen CEO Alex Svanevik stated that when enterprises begin to effectively use Chinese large models, the bubble in the artificial intelligence industry may burst. The U.S. regulatory environment may limit this process, but the overall trend remains that Chinese models continue to become more efficient, capable of running on non-cutting-edge hardware, while global GPU supply (including non-NVIDIA chips) is increasing. Alex Svanevik also pointed out that the recent decline in H100 and H200 GPU rental prices reflects changes in the supply and demand structure of computing power, and raised the market signal of "how to explain the decline in GPU rental prices." With the coexistence of improved model efficiency and expanded computing power supply, the AI infrastructure market may be entering a repricing phase.