Deep DiveNVIDIA Tax — How GPUs Capture Most of AI's ProfitsDissecting NVIDIA H100's 88% margin structure, analyzing how the AI chip monopoly impacts the ecosystem, and examining 3 scenarios for disruptionMar 29, 2026
Mar 29, 2026Deep DiveNVIDIA Tax — How GPUs Capture Most of AI's ProfitsDissecting NVIDIA H100's 88% margin structure, analyzing how the AI chip monopoly impacts the ecosystem, and examining 3 scenarios for disruption
