Tag: commoditization
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What Happens When Inference Becomes Free: Commoditization and Nvidia's Strategic Response
AI inference costs have dropped 100x since 2022. When they drop another 100x, Nvidia's current revenue model breaks. Here's what that transition actually means.
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Software Always Eats the Hardware Advantage — Here's Why AI Will Be No Different
IBM, Intel, Sun — every hardware dominance in computing fell to software. Nvidia's AI chip position follows the same historical pattern. Here's when and how.
