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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
•
Chris Zeoli
17
1
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
•
Chris Zeoli
24
2
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
•
Chris Zeoli
65
6
7
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
•
Chris Zeoli
58
2
9
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
•
Chris Zeoli
49
5
2
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
44
5
July 2026
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
•
Chris Zeoli
37
2
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
•
Chris Zeoli
50
5
4
The InfiniBand and Ethernet Wars
The fabric war is over and Ethernet won it on economics. The pattern the ending exposed is about to run again one tier up, and it points at where AI…
Jul 24
•
Chris Zeoli
26
2
1
Kimi: When Frontier Weights Become Open
On July 27, anyone with 1.4 terabytes of storage, 5TB of memory and a rack of accelerators will be able to run the world's third-most-intelligent AI…
Jul 18
•
Chris Zeoli
47
3
Who Captures Value in AI Infrastructure?
A value capture framework for the AI infrastructure stack: where profit accrues on over a trillion of spend
Jul 13
•
Chris Zeoli
191
22
24
The AI Networking Stack
A GPU is only as valuable as the fabric that feeds it — how copper, light, and silicon move trillion-parameter workloads, and where the durable margins…
Jul 5
•
Chris Zeoli
36
5
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