China has demonstrated that reducing- edge AI capabilities can be achieved with considerably less hardware, defying standard expectations of computing energy necessities. To put that in perspective, Meta needed 11 instances as a lot computing energy - about 30.8 million GPU hours - to prepare its Llama 3 mannequin, which has fewer parameters at 405 billion. Again - just like the Chinese official narrative - DeepSeek’s chatbot mentioned Taiwan has been an integral a part of China since ancient occasions. For Chinese cloud/knowledge heart gamers, we continue to consider the main target for 2025 will middle around chip availability and the flexibility of CSP (cloud service providers) to deliver enhancing income contribution from AI-pushed cloud revenue growth, and beyond infrastructure/GPU renting, how AI workloads & AI associated services might contribute to progress and margins going ahead. AI Advisor