Jun Song

Quick update on data center hardware prices:

> Recent regulatory moves triggered a temporary dip across the board.

> GPUs took the biggest hit. RTX 6000 Pro and 5090 dropped by more than 10%.
> CPUs and memory barely moved, down only around 3%.

Overall demand is still very strong.
The key difference now is where it goes: new builds are heavily moving toward Brazil, Chile, Malaysia, and Indonesia.

Bytedance is likely the only AI model company that actually makes money right now.

They released Seedance 2.0 last February, and still their video gen model is SoTA.

Since OpenAI folded Sora, there are no competitors in the market.

So, they can sell at a premium price. (Estimated 70% profit margins)

Gemini Carbon is out, but nobody is brave enough to pay $200 a month for the subscription, so I have not seen a single test yet.

I am also never paying for Google Ultra either.

It is probably because this is just a preview model and RL is not finished yet.

Hate to admit it, but if you need frontier level subscription, Claude is only the option now.