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GPU
Supply-constrained, margin-rich.
TL;DR
A GPU is the accelerator that trains and serves most large AI models.
“A GPU is the accelerator that trains and serves most large AI models.”
Read full chapterLearning path1 terms · ~3 min read
Why AI is Expensive
Six terms for the angry question at the VC meeting.
What you learned
By the end you can explain AI capex, HBM bottlenecks, training vs inference economics · and whether the bubble is about to pop.
Keep learning
Next path · 7 terms
The AI Bubble Explained
Seven terms that decode whether AI is overpriced, fairly priced, or criminally underpriced. Read in order.