AI Value Capture (opens in new tab)

Covered by Tom's Hardware, Brad DeLong's Grasping RealityDiscussed on Hacker News

A day in AI now feels like a year in any other industry. TSMC, Vera Rubin VR NVL72: V for Value

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Covered in 2 articles

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Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now comprises 25% of the total cost, Rubin GPUs a mere $50,000 apiece

Discussed on r/hardware

Brad DeLong's Grasping Reality·

"Agentic AI" Is a Bonfire of the Tokens While Fab Capacity, Power Grids, and P&Ls Are the brakes: (NOT THE) READ OF THE DAY

Discussed on Substack