Why AI Companies Face $100M‑plus Lock‑In Costs and How to Escape Them
AI firms are hemorrhaging cash because they built their stacks around a single GPU generation. As models become multimodal and agentic, memory, networking and system balance matter more than raw FLOPS. The article outlines how vendors like Nvidia are bundling CPUs, DPUs and networking to break lock‑in and save future rebuild costs.