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Nvidia and Micron face the risk that AI's true running costs eventually hit the semiconductor buildout. Microsoft canceled internal Claude licenses over escalating token expenses, a sign that running models at scale costs far more than flat-rate revenue, so either companies curb usage and slow frontier labs' revenue ramp or labs absorb losses. High memory prices are also driving workarounds, such as optical interconnects that allow more HBM. For now, semis remain the only game in town. x.comÂ
