Svmuu News: Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that the AI industry bubble may burst once companies begin to effectively utilize Chinese large language models,The U.S. regulatory environment may limit this process, but the overall trend remains that Chinese models are becoming increasingly efficient and capable of running on non-cutting-edge hardware, while global GPU supply—including non-NVIDIA chips—is on the rise. Alex Svanevik also noted that the recent decline in H100 and H200 GPU rental prices reflects a shifting supply-and-demand dynamic in computing power. He raised the question of “how to interpret the drop in GPU rental prices” as a market signal, suggesting that as model efficiency improves alongside expanding computing power supply, the AI infrastructure market may be entering a repricing phase.