Anthropic on distillation: Chinese models steal from Western models, but hardware demand grows for inference

The author comments on Anthropic's statement about open-source models, noting that distillation allows Chinese models like DeepSeek and Kimi-K3 to replicate OpenAI/Anthropic models with fewer chips. However, the real hardware demand is during inference, which only increases, making the outlook bullish for infrastructure.

• Anthropic
• 蒸馏
• 中国AI
• 硬件需求