I wonder what are the economics driving these pricing decisions? Are the Chinese companies just subsidizing their models to a greater degree than the US, or is this an emergent property of energy policy between countries?

▲

Octoth0rpe 2 hours ago | parent | next [-]

Throwing out another factor: Chinese companies have been banned and/or limited from buying nvidia, and turned to local companies for their hardware. I haven't actually seen pricing/benchmarks comparing Chinese AI accelerators, but it wouldn't surprise me if that also worked out in their favor as well.

	▲	lokar 2 hours ago \| parent [-]
		And, possibly, state subsidies at every level.

▲

throwaway67678 2 hours ago | parent | prev | next [-]

Lower cost of labor, lots of under the hood optimizations (e.g. cache hits for DS), many of these companies have existing infra (fewer upfront costs for deployment), etc

▲

ecshafer 2 hours ago | parent [-]

China isn't that cheap for labor. And if you think the guys in Z.ai or xiaoxiao aren't the exact same guys from Tsinghua, Peking, MIT, Stanford, CMU, etc. and pulling in amazing salaries you'd be wrong.

	▲	throwaway67678 an hour ago \| parent [-]
		I'd assume there's more to the cost of labor than the salaries of the elite folks who do the R&D, but fair point

▲

orphea 2 hours ago | parent | prev [-]

Maybe not being led by a sociopath also helps.