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everyone's paying OpenAI $200 a month. a founder i've been tracking paid Nvidia $2,999 once and came out roughly $22,000 ahead a few months later he was running a micro-SaaS where inference ate 35% of revenue, so scaling users just scaled the losses. he moved everything onto a local...

23,184 次观看 • 2 个月前 •via X (Twitter)

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AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

Bull Theory

26,668 次观看 • 1 个月前

NVIDIA quietly built two desktop boxes that delete a $25,000/year AI subscription bill You don't rewrite your stack, you don't rent another data center, you just plug both into the wall and switch one line of code One looks like a deck of cards, the other like a hardback novel, together they replace ChatGPT Plus, Claude Pro, Cursor Pro, the OpenAI API meter, and every cloud GPU you were renting for fine-tunes It's built on the same CUDA stack the data center runs, which means once you migrate one workflow the rest follow on the same code path The reason NVIDIA shipped this is simple The bigger you scale on cloud AI, the harder you get taxed, and a one-person operator paying $2,100/month is producing exactly $0 of asset value at the end of every month And their solution is to skip the rental meter entirely, push inference back onto your desk, and let you loop agents overnight without watching a number tick on someone else's invoice This is much cheaper, faster, and pays itself back in 6 weeks for anyone already running AI for work But there is still a question nobody has answered yet, what happens when the next frontier model drops and your local 70B falls 6 months behind mid-quarter Also, technically a stack of four of the big box runs a 1.6 trillion parameter model on a desk for under $12,000 Even a fraction of that compute is more than most people will ever need in a year Bookmark this, it's worth coming back to when you have time 👇

ZEUS⚡️

65,369 次观看 • 2 个月前