Nvidia’s ‘AI Factory’ narrative faces reality check as inference wars expose 70% margins
June 27, 2025
The gloves came off at Tuesday at VB Transform 2025 as alternative chip makers directly challenged Nvidia’s dominance narrative during a panel about inference, exposing a fundamental contradiction: How can AI inference be a commoditized “factory” and command 70% gross margins?
Jonathan Ross, CEO of Groq, didn’t mince words when discussing Nvidia’s carefully crafted messaging. “AI…