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Commodity hardware and software will continue to drop in price.

Enterprise products with sufficient market share and "stickiness", will not.

For historical precedent, see the commercial practices of Oracle, Microsoft, Vmware, Salesforce, at the height of their power.



> Commodity hardware and software will continue to drop in price.

The software is free (citation: Cuda, nvcc, llvm, olama/llama cpp, linux, etc)

The hardware is *not* getting cheaper (unless we're talking a 5+ year time) as most manufacturers are signaling the current shortages will continue ~24 months.


> The software is free (citation: Cuda, nvcc, llvm, olama/llama cpp, linux, etc)

If you factor in the cost of integration and ongoing maintenance - by humans or llms - it is not free. But it certainly has never been cheaper.


> The hardware is not getting cheaper (unless we're talking a 5+ year time)

Yes, that's the time I'm talking about.

You also had a blip with increasing hard disk prices when Thailand flooded a few years ago.


GB300 NVL72 is 50% more expensive than GB200 I've heard.




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