Tag: Inference Economics

The Illusory Margins of Specialized Artificial Intelligence

Vertical healthcare AI gross margins are dropping below 35%. Discover how token inflation, HITL audits, and SLM distillation redefine diagnostic…

12 Min Read

AI Vertical Integration and Custom ASIC Infrastructure Spend Forecast 2026

Explore the 2026 Hardware Insurgency: Why software giants are building custom AI chips to solve the memory wall and bypass…

7 Min Read

The End of Abstraction: Software’s Inevitable Return to Silicon

Discover why vertical integration and custom silicon are the 2026 SaaS mandate. Learn how Indian GCCs are building hardware moats…

8 Min Read

The Compute Transition: Re-evaluating Global Capability Center Economics

Discover why India's GCCs face the 2026 'Inference Cliff.' Learn how agentic AI loops are shifting costs from labor to…

11 Min Read

The Sovereign Stack: Why Physical Infrastructure Displaced Code as Silicon Valley’s Hardest Currency

AI Infrastructure Capex: Why Software Wrappers Are Losing Market Share to Compute Owners

9 Min Read