AI-driven automation of GPU kernel engineering enables alternative chips (AMD, Cerebras, SambaNova) to match Nvidia performance on open-source models, enabling best-of-breed heterogeneous s…

By making NVLink Fusion the standard interconnect for diverse XPUs, Nvidia ensures its networking revenue grows even when competitors' chips are used, turning the rack into a Nvidia-centric…

Large VC firms operate as index funds with capital deployment quotas, incentivizing follow-on investments in capital-intensive neoclouds that later pivot and face markdowns when GPU supply-…

As open-weight models become sufficiently capable and runnable on efficient hardware, the marginal cost of AI delivery approaches zero, allowing application-layer software to revert to pred…

When power replaces chips as the primary bottleneck, efficiency-optimized architectures (smaller models, specialized chips, software optimization) will outperform brute-force scaling, creat…