AI compute is still expensive for a few reasons. Advanced GPUs, high-bandwidth memory, networking equipment, power and cooling infrastructure all require huge investments.
At the same time, AI demand keeps growing, so new capacity is being absorbed almost as quickly as it comes online.
The interesting part is that AI compute should become cheaper as hardware and efficiency improve, even while the overall cost of building AI infrastructure continues to rise.
That’s an important dynamic to watch across $IREN , $NBIS , $CRWV , $CIFR and $NVDA , because cheaper compute could drive more demand, but the real winners will be the companies that can turn that demand into sustainable revenue and margins.
At the same time, AI demand keeps growing, so new capacity is being absorbed almost as quickly as it comes online.
The interesting part is that AI compute should become cheaper as hardware and efficiency improve, even while the overall cost of building AI infrastructure continues to rise.
That’s an important dynamic to watch across $IREN , $NBIS , $CRWV , $CIFR and $NVDA , because cheaper compute could drive more demand, but the real winners will be the companies that can turn that demand into sustainable revenue and margins.