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How Much Does an NVIDIA NVL72 Cost?
The short answer, from recent purchase orders and analyst teardowns: ~$5.0M to buy a GB300 NVL72, ~$5.7M to deploy, $240–410K a year to run, and…
Aug 31
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Chris Zeoli
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Who Captures Value in AI Infrastructure?
Jul 13
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Chris Zeoli
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Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Mar 5
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Chris Zeoli
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What does Palantir do?
Sep 25, 2024
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Chris Zeoli
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Why the Best GPU Doesn't Always Win
The same GPU got 19x faster between February and May. The same die does 4.4x more work in one rack than in another. FLOPS explain none of it.
Aug 28
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Chris Zeoli
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Who Makes Money When Inference Gets 10x Cheaper?
A layer-by-layer map of where the dollars land when the price of intelligence collapses.
Aug 19
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Chris Zeoli
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The Rise of Inference Engineering
Squeezing more tokens out of the same silicon has become its own engineering discipline — and it now decides which AI products have margins
Aug 13
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Chris Zeoli
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Why AI Is a Storage Workload
The GPU isn’t the bottleneck anymore — data movement is. Inference runs on accumulated state, and that state needs somewhere to live.
Aug 8
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Chris Zeoli
49
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The AI Memory Stack
AI's memory problem isn't buying more HBM. It's managing a full hierarchy — GPU cache to cold storage — with a different winner at every tier.
Aug 4
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Chris Zeoli
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How AI Tokens Are Made
Inside the five scheduling, memory, and routing problems that turn GPU compute into output tokens — and why neoclouds keep buying the companies that…
Jul 30
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Chris Zeoli
37
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What a Gigawatt Costs
$37.6 billion, six and a half years, and 57 cents of every dollar that never reaches a chip company. What the AI buildout is physically made of, and…
Jul 27
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Chris Zeoli
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Data Gravity
Quantitative analysis of AI infrastructure—for the founders and operators building it and the investors funding it.
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