Topic: performance breakthroughs ai hardware

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  • Nvidia's AI Factory Hype Meets Reality as Margins Hit 70%
    June 26, 2025

    Nvidia's AI Factory Hype Meets Reality as Margins Hit 70%

    Nvidia's dominance in AI infrastructure is being challenged, exposing flaws in the economics of AI scaling, with competitors criticizing high profit margins and the unrealistic "AI factory" concept. A hidden capacity crisis plagues the industry, with GPU shortages, data center delays, and power c...

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