I couldn’t find anything about concurrency. But I assumed it’s more like ~1000 users? B300 has something like 100,000+ tok/s, not sure about context size. I also was wrong on my math for the solar panels, see above. It’s more like +50% costs than 10%. Obviously all of this is napkin math, but even 50% isn’t too bad. My point is that with a slightly saner rollout of AI there seems to be absolutely no problem to make it sustainable. And if you buy your tokens in China you can select a data center that gets it’s power from nuclear or solar.

And yeah we don’t know how long they will release open weight models. Once hardware to run such open weight models become available they might change tactics. But right now China releasing these open models has a serious impact on the stock price of these AI companies, which is a good thing. The sooner the AI bubble pops the better.

And like 7 of the top 10 suppliers of tokens right now is from China apparently. What Xi himself said is that the world needs a multilateral approach and AI should not become a monopoly. And while that is clearly propaganda aimed at the global south, China does have a different approach. They spend peanuts on their AI models compared to the west (and the algorithmic breakthroughs done by Chinese AI researches afaik have also been published).

But you actually can use an existing model to generate training data for a new model. Which is what the US corporations are currently accusing China of doing, which is of course hilarious. Of course China has generated huge amounts of training data themselves. So basically any industrial country could in the future fund a research effort to produce a new AI model and make it open weights. A monopoly situation would be another huge issue with AI.

Basically in regulation, sustainability and democratizing access China is doing very good. And in poking the AI bubble.