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The Tenzai site has many articles but sorting out which are PR fluff... <shrug>
Regardless, it explains why companies are starting to look away from the big US players in favor of the cheaper chinese & open alternatives.
What happens when all that imagined business doesn't keep data centers running at 100% capacity?
They'll obviously have to raise their subscription prices and training update fees. It's not like Edge AI is a new concept; they've seen that coming for years, if not outright facilitated it, and presumably worked it into their business plans involving petawatts of new builds. The main thing right now is to get the 'ecosystems' dependent on AI to the point of making it indispensable.
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