Tag
hyperscalers
2 articles
Cheaper Tokens, Bigger Bills: The Jevons Paradox of AI
AI token prices collapsed roughly 300x since 2023, yet compute spend keeps setting records. Why cheaper intelligence means bigger bills, not smaller ones.
·11 min read
The Grid Is the New GPU: AI's Real Bottleneck Is Power
GPUs stopped being the constraint on AI scaling. Grid queues, transformer lead times and cooling water took over, and India's buildout feels it first.
·12 min read