Good distinction. The demand is partially driven by the low costs, which are only low because the major providers are losing money.
Good distinction. The demand is partially driven by the low costs, which are only low because the major providers are losing money.
There is no evidence they are losing money on inference, though?
Also if they are keeping the price low because they want to gain market share and reduce the competitiveness of Chinese models they won't be able to raise prices without providers serving open models (at cost + low margin) severely undercutting them.