Nvidia's dominance in AI total cost of ownership analysis

21 days ago

"Now, the final company I want to take a closer look at, and this can't be an episode without being Nvidia. So, Nvidia was down roughly 1.2% today. There was an amazing, in my opinion, an amazing amazing research here done by Signal 65 and Ryan here on December 29th of 2025. And he kind of talks a little bit about the total cost of ownership uh by understanding the tokens per second per user uh time frame uh or or or kind of metric here and he was comparing it to three different things. He was comparing it to the GB200 and VL72. He was comparing comparing it to the B200 and the MI355. Now what was pretty cool about this right is Nvidia continues to dominate because it offers a better total cost of ownership."

The speaker presents research highlighting Nvidia's superior total cost of ownership in AI workloads, noting that despite a slight drop in price, Nvidia's efficiency—demonstrated through comparisons with competitors—reinforces its dominant position in the market.

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