Quantitative analysis of AI infrastructure—for the founders and operators building it and the investors funding it.
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datagravity.devLatest Issues
How Much Does an NVIDIA NVL72 Cost?
The NVL72 has become one of the basic units of account for Blackwell-scale AI infrastructure — capacity deals, neocloud debt, and NVIDIA revenue models are increasingly denominated in racks. Yet the most-quoted number, “a $3 million rack,”...
Why the Best GPU Doesn't Always Win
No architecture is cheapest everywhere: cost per million tokens against tokens per second per user, with measured crossover points between architectures
In February, AMD’s MI355X served Qwen3.5 at 192 tokens per second per GPU. In M...
Who Makes Money When Inference Gets 10x Cheaper?
In brief:
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Constant-capability inference deflates roughly 10x per year: GPT-3-class went from $60 to $0.06 per million tokens in three years. GPT-4-class is down about 300x.
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The discount never applies to the frontier. Flagship pric...
The Rise of Inference Engineering
Thesis. The price of a fixed level of AI capability falls about 10x a year. That is the most important number in AI economics, and hardware does not explain it: GPU price-performance improves roughly 2x per generation. The other ~5x per yea...
Why AI Is a Storage Workload
Where AI inference state lives: the tier ladder from HBM to object storage, and the flash tiers that just entered the hot path’
Thesis. The most expensive processor in the data center spends most of its time waiting for bytes. Yet the cons...
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