05.05
2026
Is the current AI boom a bubble waiting to pop, or is it backed by solid commercial growth? Explore arguments on high revenues, immense compute costs, and the elusive quest for tangible productivity gains.
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Profitability
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04.14
2026
Uncover why AI providers restrict certain usage, delving into subsidized subscriptions, profitability concerns, and the battle for limited computing resources.
09.12
2025
Nvidia's Strategic Dominance: Why Selling GPUs Trumps Building Foundational AI Models
September 12, 2025
Explore why Nvidia opts to sell GPUs rather than develop its own foundational AI models, highlighting the strategic advantages of their 'picks and shovels' approach in the AI industry.