Nvidia loses perf/$ and perf/W crown as memory vendors consume CAPEX
zephyr_z9 · x · 2026-08-25
Zephyr argues that while Nvidia was the center of the AI supply chain from 2022 to 2025, it has now lost its performance-per-dollar and performance-per-watt lead, with memory manufacturers consuming the majority of CAPEX.
More from Venture
- AI sales platform Monaco launches GA, boosts client growth significantly — garrytan · 2026-08-26
- Opinion: Land Scarcity Drives Shift to Decentralized AI Compute — bittingthembits · 2026-08-26
- LiveAvatar Removes Concurrency Limits, Cuts Price to $0.01/min — HeyGen · 2026-08-26
- Polymarket: 85% Chance Anthropic IPO Valuation Exceeds $1.8T — Polymarket · 2026-08-26
- Anthropic reportedly tells investors TAM exceeds $30 trillion — Polymarket · 2026-08-26
- Stability AI closes Series B, bringing total funding to $232M — JavadAzimi · 2026-08-26