I know there's a lot of reasons to think that everyone will just use AI inference in the cloud, but I think if everyone had access to a dgx gb400 class machine with 512gb of hbm4 vram and 1tb of lpddr8x a lot of people are going to be running finetunes of models locally. Like the dgx gb300 is $94k now, but i bet this class of machine will come down to $20kish in the next 2-3 years.

1. Slot machine

You put in minutes of time combined with token costs. You pull the lever and HOPE something good comes back.

And it gets tantalizingly close, but for 100% gotta pull the arm again!