[Nansen CEO: AI Infrastructure May Be Repriced, Bubble Could Burst After Enterprises Adopt Chinese Models] Odaily Planet Daily reports that Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that the bubble in the artificial intelligence industry might burst when enterprises begin effectively utilizing Chinese large models. While the U.S. regulatory environment could limit this process, the overall trend remains that Chinese models are becoming increasingly efficient, capable of running on non-cutting-edge hardware. Meanwhile, the global supply of GPUs (including non-NVIDIA chips) is increasing. Alex Svanevik also pointed out that the recent decline in H100 and H200 GPU rental prices reflects changes in the supply-demand structure of computing power. He raised the question of how to interpret the market signal of falling GPU rental prices. With the simultaneous improvement in model efficiency and the expansion of computing power supply, the AI infrastructure market may be entering a phase of repricing.