Something's Gotta Give on AI Economics скачать в хорошем качестве

Something's Gotta Give on AI Economics

What happens when the biggest technology trend is built on economics that don't make any sense when viewed end-to-end? Eventually, some aspect has to change, but which one?  SHOW: 968 SHOW TRANSCRIPT: The Cloudcast #968 Transcript (https://docs.google.com/document/d/1D...) SHOW VIDEO:    / @thecloudcastnet    CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" (https://cloudcastbasics.net/) SHOW SPONSORS: • [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast (https://testkube.io/cloudcast) • [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”. SHOW NOTES: • Tokens are getting more expensive (https://ethanding.substack.com/p/ai-s...) • Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs (https://stratechery.com/2025/nvidia-e...) • Oracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia Chips (https://docs.google.com/document/d/1m...) WHERE ARE THE BIGGEST AI RISKS? • Jensen Huang (NVIDIA CEO) is convinced that the future will be built on always having the most advanced GPUs and Frontier Models.  • Oracle is telling investors that they will significantly increase profit margins between now and 2028-30, although they have low margins now and they don’t make high margins on older chips • The economics of AI (reasoning models, high#s of AI tokens) is in contrast to the established SaaS business model. • Right now everything AI-associated has a high valuation, but these forces are working against each other.  • Which one is going to give first?  FEEDBACK? • Email: show at the cloudcast dot net • Twitter/X: @cloudcastpod (  / cloudcastpod  ) • BlueSky: @cloudcastpod.bsky.social (https://bsky.app/profile/cloudcastpod...) • Instagram: @cloudcastpod (  / cloudcastpod  ) • TikTok: @cloudcastpod (  / cloudcastpod  )