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GPU pricing

2 articles · Page 1 of 1
Fighter's World
Fighter's World
Jun 28, 2026 · Industry Insights

Who Controls AI Application Cost Structure? Insights from the AI Supercycle Series

The article analyzes how inference costs dominate AI application economics, explains why pricing power lies with upstream model providers, examines Baseten's rapid growth, outlines three conditions that could shift cost control back to application companies, and highlights the sticky, asset‑heavy nature of inference infrastructure.

AI economicsBasetenCloud Computing
0 likes · 20 min read
Who Controls AI Application Cost Structure? Insights from the AI Supercycle Series
Fighter's World
Fighter's World
Jun 7, 2026 · Artificial Intelligence

From Electrons to Tokens: The Physical Economics of AI Factories

This article dissects the AI super‑cycle economics by breaking down the full‑stack cost of AI factories, revealing that GPUs account for only half of expenses while power infrastructure, labor, and cooling dominate, and examines how token value, bottlenecks, and competitive strategies shape the market.

AI infrastructureCapExGPU pricing
0 likes · 20 min read
From Electrons to Tokens: The Physical Economics of AI Factories