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> Nvidia’s ‘AI Factory’ narrative faces reality check as inference wars expose 70% margins
Nvidia’s ‘AI Factory’ narrative faces reality check as inference wars expose 70% margins
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Nvidia’s ‘AI Factory’ narrative faces reality check as inference wars expose 70% margins
Author:
DATE POSTED:
June 25, 2025
Feed:
VentureBeat
View:
Original article
Alternative chip makers expose the contradiction in Nvidia's AI factory story: How can inference be a commodity while commanding 70% margins?
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Feed:
VentureBeat
View:
Original article
Newswire
> Nvidia’s ‘AI Factory’ narrative faces reality check as inference wars expose 70% margins