Hugging Face - distribution for model that you can run on your local Nvidia Spark

Neoclouds - Nvidia setup a 500 billion investment fund with Wall Street so Nvidia can sell chip and this news about buying a LLM start up. it seem like another customer for Nvidia.

correct me if i'm wrong but i remember i saw an interview with Jensen where he want more company to have their own model and country to have their own LLM model.

Nvidia doesn't make money from the gold rush. Nvidia made money from selling the shovels.

No one wants to pay the Nvidia tax

Astra is the best. Luna is cheapest then it seems like Sol is the middle child like Terra.

whey they all singing the same tune. it make me question what is their real motives.

they are afraid of Chinese good enough LLM model killing their margin. we already have story about US companies switch some task to use cheaper Chinese model hosted on Neoclouds.

Companies just don't want to pay Jensen's tax. Hyperscalers might still pay Jensen's tax for LLM training but for inference. you don't have to. they are also betting on their own chip for training to replace Nvidia.

this is Nvidia panicking and doing vendor fiance to Neoclouds and buying Hugging Face. even none hyperscalers like Meta is betting on its own chip for AI inference.

its free on opencode and i use it for personal projects. most of my personal projects are AI generated since its personal projects. nothing important are on them. it is hilarious if Meta is training their AI model with AI generated code.

what's the moat for AI labs like OpenAI and Antrhopic as they seek trillion IPOs. a lot of people said Chinese models also distill US LLM models. if it is this easy to do. how do US AI labs justify asking for trillion?

Stripe is a middleman. So is OpenRouter. So is OpenCode. Unless you own the data center and the hardware, how cheap can a middleman's tokens really be compared to the hyperscalers, without massive model compression?

Even DeepSeek itself is raising token prices. How much margin is there for a middleman like Stripe buying tokens in bulk from a data center and reselling them? Last i check Stripe do not run or own physical data center

I doubt Stripe can do much better here.

These Chinese models cost less of US SOTA models to run, even if they are less capable. Providers can just run them, offer cheap tokens, and pocket the margin.

I just don't see how you justify a trillion valuation for US AI labs when the underlying models are being commoditized this fast.

LLMs are useful. We can all see that in agentic coding. But replacing everyone’s job? Hardly. And what’s with the scare tactic of trying to get the US government to ban foreign models?

LLMs are useful, and dare I say they’re on par with the internet. Making them cheaper and affordable is good for everyone. The fear mongering from Anthropic and OpenAI looks like an attempt to corner the US market into using only US models so they can keep the profits, especially since China has proven that LLMs are a commodity. US AI labs should work on making LLMs cheaper or better harness. Altman and Dario are not trustworthy.

Code has always been cheap, even before AI/LLMs. It’s your ability to understand your client’s problem and come up with a good solution that’s what gets you paid.

i doubt it. it cost money to train a model. we can see that with the price increase for Kimi3. Chinese AI companies is leaving a lot of money on the table for third party providers. you think they going to let go of those money that they can make. sooner or later they will want to collect. after all, none of Chinese open weight model is release by a none profit. its all for-profit companies that is releasing open weight model.