The AI Profit Heist You’re Not Seeing: Why Nvidia Is Leaving $40 Billion on the Table
While everyone thinks Nvidia is the undisputed winner of the AI boom, the real profit center is shifting to model companies like Anthropic. Nvidia is deliberately leaving $40 billion on the table by underpricing GPUs, while secretly capturing margins through SOCAMM memory and network price discrimination. This strategic restraint is a long-term bet — but when it ends, the entire AI value chain will be reshuffled.