Stumbled across a fascinating discussion the other day about Nvidia’s latest quarterly results, and one statistic just floored me: 85% of their $46.7 billion revenue came from just six companies. Six. That’s not a typo - we’re talking about nearly half a hundred billion dollars flowing from less than a handful of corporate giants into Nvidia’s coffers.

Now, I’ve been watching the AI boom with a mixture of excitement and concern for a while now. The DevOps side of me appreciates the technical marvels we’re witnessing, but there’s something deeply unsettling about this level of market concentration. When you dig into the comments and discussions around this topic, you start to see just how warped the entire ecosystem has become.

The tech world is buzzing with former Intel CEO Pat Gelsinger’s recent comments about NVIDIA’s AI GPU pricing, claiming they’re “10,000x too expensive” for inference tasks. While sitting in my home office, looking at the rather modest Intel Arc GPU in my secondary machine, I can’t help but find the irony in these statements a bit rich.

Let’s be real here - NVIDIA’s pricing is absolutely eye-watering. The cost of their enterprise AI GPUs would make even the most seasoned tech procurement manager break into a cold sweat. But to suggest this is merely a case of Jensen Huang “getting lucky” with AI timing completely misses the mark.