Posted by fagnerbrack 9 hours ago
The same motivation of course - the GPUs have a finite service lifetime, so to maximize revenue you need to keep them busy 24x7.
https://www.bloomberg.com/news/articles/2026-06-17/microsoft...
Bytedance which runs China’s most popular Doubao AI chatbot; is spending $70B in CapEx this year, most of it outside of China (Malaysia, Thailand, Brazil, etc; and they are allowed to lease NVIDIA chips). This is roughly 50% of Microsoft CapEx.
https://www.tomshardware.com/pc-components/gpus/chinas-byted...
https://openrouter.ai/deepseek/deepseek-v4-flash-0731#provid...
The big Covid migrations (startup prople migrating to the countryside),
Will we see the big AI migrations (people travelling to where AI is the cheapest)?
https://www.baseten.co/pricing/
If anyone has tried Baseten versions of these Chinese frontier models, let me know what you found.