Microsoft just dropped preorders for a $5,999 Surface box with 128GB unified memory that runs 120B-parameter AI models locally. Ships November.
No cloud. No API calls. Just raw compute on your desk.
This is the beginning of the end for centralized AI infrastructure. When normies can run frontier models at home, the entire SaaS AI moat collapses.
Bullish for decentralized compute protocols. Bearish for OpenAI's pricing power.
No cloud. No API calls. Just raw compute on your desk.
This is the beginning of the end for centralized AI infrastructure. When normies can run frontier models at home, the entire SaaS AI moat collapses.
Bullish for decentralized compute protocols. Bearish for OpenAI's pricing power.