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Nvidia Customers Brace for Higher AI Costs

Nvidia customers are being warned of potential price increases of around 15% for Blackwell and Rubin-based AI systems as soaring memory costs ripple through the infrastructure buildout. Raymond James Analyst and Managing Director Simon Leopold explains why the increases aren’t surprising and why older generations of GPUs can remain valuable even as newer chips enter…

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Nvidia customers are being warned of potential price increases of around 15% for Blackwell and Rubin-based AI systems as soaring memory costs ripple through the infrastructure buildout. Raymond James Analyst and Managing Director Simon Leopold explains why the increases aren’t surprising and why older generations of GPUs can remain valuable even as newer chips enter production. He joins Ed Ludlow on “Bloomberg Tech.”
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4 Comments

4 Comments

  1. @mikefirmi4864

    August 24, 2026 at 3:40 pm

    There’s a lot of hype around AI right now, but it’s important to look at the reality behind the curtain. First, AI doesn’t ‘think’ or possess intelligence. It is essentially highly advanced pattern matching—it guesses the next most likely word or pixel based on massive amounts of data created by human workers.Second, the economic model is completely dependent on us. Tech companies need billions of dollars in user subscriptions, venture capital, and cheap access to public data just to keep the servers running and the chips cool. It’s an incredibly expensive infrastructure that relies entirely on human input and funding to exist, even if the marketing makes it sound like an independent miracle. THESE company and PEOPLE are misleading you for your investment so they CAN USE YOUR MONEY instead of theirs incase they are found out before their ILLUSIONARY god like system is found out!

    • @daShadoSage

      August 24, 2026 at 4:43 pm

      You could play reductionism with any form of advanced technology. It’s not about how it functions necessarily. It’s how it’s leveraged. You could play reductionism with cars but what have cars allowed us to do? You could play reductionism with spreadsheets and PCs. Pretty simple once you take a look at it if you want it to be. You could definitely go reductionism with any form of social media, text messaging, and the Internet. It’s the leverage part that’s important.

      Yes you’re right in terms of what the technology is but what it produces, what it can do in the right set of hands is the value unlock. What I’ve been able to do with it, I could tell you, for, say, a $200/month plan, I have produced thousands, tens of thousands of dollars’ worth of value and time saved. If companies are able to harness it and do it then yeah it’s not really hype. It just takes time to digest and put it to good use. People who are doing dumb things like token maxing, unlimited API spend without caps, 0 code or output review, etc. They’re still figuring it out and doing dumb things along the way, just like the dawn of Internet which locked like glorified digital telegram.

    • @ssuwandi3240

      August 24, 2026 at 7:00 pm

      LMAO that was a basic thing. You got no clue how to monetize the COMPUTE😅 Jensen doesn’t talk about CHEAPO prompt or Wall Street’s Echo chamber 😅😅

    • @ssuwandi3240

      August 24, 2026 at 7:04 pm

      You’re like Ponxhyna’s idiots., only good at stealing it😅

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Bloomberg Technology

Odd Lots: Why Many Communities Are Skeptical of the AI Boom

From electrical contractors to HVAC engineers, people far from Silicon Valley are quietly asking the same question: Is AI a bubble? Speaking with Joe Weisenthal and Tracy Alloway on Odd Lots, Jasmine Sun explains how local communities weigh the massive economic tradeoffs of multi-year data center projects when they aren’t even sure if the technology—or…

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From electrical contractors to HVAC engineers, people far from Silicon Valley are quietly asking the same question: Is AI a bubble? Speaking with Joe Weisenthal and Tracy Alloway on Odd Lots, Jasmine Sun explains how local communities weigh the massive economic tradeoffs of multi-year data center projects when they aren’t even sure if the technology—or its funding—is here to stay. Listen wherever you get your podcasts.
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Why Data Center Pushback Is a Unique Form of NIMBYism

Unlike solar farms or housing projects, data centers face a unique challenge: people don’t just oppose them in their own backyards—they question if we need them at all. On Odd Lots, Jasmine Sun tells Joe Weisenthal and Tracy Alloway why the AI industry and policymakers have failed to make a compelling case for the AI…

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Unlike solar farms or housing projects, data centers face a unique challenge: people don’t just oppose them in their own backyards—they question if we need them at all. On Odd Lots, Jasmine Sun tells Joe Weisenthal and Tracy Alloway why the AI industry and policymakers have failed to make a compelling case for the AI buildout, leading to widespread anxiety over resource usage.
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Bloomberg Technology

Apple Cuts Jobs as It Reprioritizes Around AI

Apple is cutting jobs across its Vision Pro, Siri, and Intelligent Systems Experiences teams as it redirects resources toward new devices and artificial intelligence. Bloomberg’s Mark Gurman explains where the reductions are happening and how Apple is reshaping its Siri operation around new AI infrastructure. He also looks ahead to Apple’s foldable iPhone and why…

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Apple is cutting jobs across its Vision Pro, Siri, and Intelligent Systems Experiences teams as it redirects resources toward new devices and artificial intelligence. Bloomberg’s Mark Gurman explains where the reductions are happening and how Apple is reshaping its Siri operation around new AI infrastructure. He also looks ahead to Apple’s foldable iPhone and why the device could prove particularly important in China. He joins Ed Ludlow on “Bloomberg Tech.”
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