Earlier quoted context omitted.
What's your take on why certain countries will have it cheaper and subsidies being at the forefront? An energy driven race to the bottom, is perhaps what you mean? I would suppose I have been seeing that China is ahead on their Renewables plan compared to the rest of the world, and they still have the lead on coal energy, so they'd likely be the winners on that front. But did you actually mean something else?
The problem with china is, they will have to figure out latency. Right now DeepSeek models hosted in china are having very high latency. It could because of DDoS and not strong enough infrastructure but probably also because of Great Firewall, runtime censoring prompt and servers physical location (big ping to US and EU countries).
If you are talking about DeepSeek's own hosted API service. It's because they deliberately decided to run the service in heavily overloaded conditions and have very aggressive batching policy to extract more out of their (limited) H800s.
Yes, for some reason (the reason I heard is "our boss don't want to run such a business" which sounds absurd but /shrug) they refuse to scale up serving their own models.