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By José Ivan Garcia, chairman Lorenzo Serratosa Gallardo, CEO, Subgen AI
The Economics of AI Are Reasserting Themselves
The artificial intelligence boom is entering a new phase. For the past two years, markets have rewarded almost any company able to attach itself to the AI narrative. Bigger models, larger data centres and increasingly ambitious promises of autonomous agents fuelled the belief that technological capability alone would determine the winners.
That assumption is becoming harder to sustain. The economics of AI are reasserting themselves. Compute, electricity, cooling capacity, memory bandwidth and inference costs are no longer secondary considerations. They are emerging as the...
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